An autonomous loop, not a workflow builder.

No rules to write. No campaigns to manage. No workflows to maintain. Retivo observes, decides, acts, measures, and learns.

The autonomous loop

Five stages. Zero manual steps.

01

Observe

Every user event ingested in real time

02

Decide

AI evaluates the best action for each user

03

Act

Personalized message sent via the right channel

04

Measure

Outcome tracked over 7-day attribution window

05

Learn

Memories validate. Confidence calibrates. Strategies that work compound. Ones that don’t auto-pause.

Playbooks

26 Playbook Templates

Onboarding

Onboarding Guide

Drive users from signup to first key milestone

Onboarding

Churn Prevention

At-Risk Recovery

Re-engage users inactive for 7+ days

Churn Prevention

Engagement Drop Alert

Catch early disengagement before at-risk

Churn Prevention

Stalled Onboarding

Unstick users stuck in onboarding flow

Churn Prevention

Retention

Feature Discovery

Help active users discover underused features

Retention

Power User Celebration

Celebrate power users, encourage referrals

Retention

Usage Deepening

Deepen feature usage among moderately engaged

Retention

Upsell

Plan Limit Approaching

Helpful nudge when approaching plan limits

Upsell

Feature Gate Discovery

Show value of locked premium features

Upsell

Win-back

Early Win-back

Gentle re-engagement 7–14 days after churn

Win-back

Win-back Offer

Incentive outreach 30–45 days post-churn

Win-back

Last Chance Win-back

Final outreach 60–75 days post-churn

Win-back

Safety & trust

Autonomous, not reckless

What keeps you safe

  • Brand voice enforcement on every message
  • Frequency caps prevent over-contacting
  • Quiet hours respect user timezones
  • Content safety pipeline filters harmful output
  • Shadow mode lets you preview before going live

What keeps you in control

  • Full audit log of every decision
  • Per-playbook approval modes (auto / semi-auto / manual)
  • A/B test any strategy before scaling
  • Dry-run mode for zero-risk testing
  • One-click pause on any playbook

Compounding intelligence

Not just a loop. A flywheel.

Every outcome feeds back into the system. Memories validate. Confidence calibrates. Strategies that work get tested and promoted. The longer Retivo runs, the harder it is to replace.

Channel preference

Learns which channel each user responds to best

Tone preference

Adapts messaging style based on engagement patterns

Timing preference

Discovers optimal send times per user

Validated, not guessed

Every memory is validated against real outcomes — applied memories that lead to positive results get stronger, negative ones get revised

Cross-customer benchmarks

Anonymized learnings from all Retivo customers calibrate decisions — the network gets smarter for everyone

Compounding intelligence

The longer Retivo runs, the more irreplaceable it becomes. Competitors starting from zero can’t replicate months of learned strategies

Trust & governance

Full control, full transparency

Autonomous doesn’t mean black box. Every decision is explainable, reversible, and provable.

Governance

For security teams and compliance

Full audit trail

Every AI decision logged with actor, reasoning, and timestamp

Intervention rollback

Undo any AI action instantly — with optional correction message

Shadow mode

See exactly what Retivo would do before going live

Kill switch

One-click halt on all autonomous actions

Calibration

For CS teams operating daily

Explainability API

Ask “why did the AI do that?” and get a structured decision chain

Per-playbook thresholds

Different playbooks can have different confidence requirements

Confidence scoring

Every decision shows how certain the AI is — low confidence escalates to humans

Holdout measurement

Prove causation with control groups — not just correlation

Ramp-up mode

Starts conservative. Earns your trust. Then scales.

New tenants get a 14-day ramp-up period. Retivo begins with high-confidence actions only, learns from your data, and gradually increases autonomy as it proves itself.

Day 1–7

Conservative

Higher confidence thresholds, limited interventions per day, rules-based decisions preferred

Day 7–14

Learning

First outcomes validate memories, calibration begins, vertical-specific priors refine

Day 14+

Autonomous

Full decision authority, learned strategies compound, cross-tenant benchmarks calibrate

Proves causation

Proves it works. Not just correlates.

Most tools show you metrics and hope you believe them. Retivo uses holdout groups to measure causal lift — the difference between what happened with intervention vs. without.

Holdout groups

A configurable percentage of users receive no interventions, creating a true control group

Causal lift

Compare treated vs. untreated outcomes to prove Retivo’s actual impact

Confidence intervals

Every experiment result includes statistical significance and lift ranges

ROI dashboard

Total revenue saved vs. AI cost, with weekly breakdown and per-outcome economics

Beyond the loop

Enterprise-grade intelligence, included in every plan

10 specialized AI agents run continuously behind the scenes — mapping stakeholders, generating QBRs, forecasting revenue, and proving ROI. Not add-ons. Not premium features. Part of the platform.

Strategic QBR generation

The Strategic Advisor agent auto-generates quarterly business reviews with maturity assessments, benchmarks, and recommendations — ready to share with your customers.

Stakeholder & champion mapping

The Relationship agent tracks stakeholder roles, influence levels, and engagement trends. Know your champions — and detect when they go quiet — before it's too late.

Success plans

Auto-generated success plans with milestones, timelines, and progress tracking. The Onboarding agent builds them on account creation and adjusts as users progress.

Revenue forecasting

Churn risk and expansion signals feed into revenue forecasts. See projected impact before it hits your MRR.

Proof of resolution

Go beyond correlation. Every intervention is quantified with business impact — revenue saved, time-to-value, causal lift — so you can prove ROI to your board.

Decision API

Query Retivo on demand: “What should I do for this user right now?” Get ranked recommendations with confidence scores and reasoning — in real time via REST.

AI-native via MCP

Connect Retivo to any AI agent or copilot via the Model Context Protocol. Your agents can query user health, trigger playbooks, and inspect decisions — programmatically.

Model Context Protocol

Industry adaptation

Tuned for your vertical from day one

Select your industry during setup. Retivo adjusts playbook channels, cooldowns, tone, and confidence thresholds to match your users' behavior patterns.

Product-Led SaaS

In-app nudges, shorter cooldowns, activation-focused

Sales-Led SaaS

CSM escalation, longer sequences, white-glove approach

E-Commerce

Purchase-cycle timing, email-first, discount-driven winback

Fintech

Higher confidence thresholds, compliance-aware messaging

Developer Tools

In-app documentation links, API usage signals, no marketing fluff

EdTech

Learning milestone tracking, engagement patterns

HealthTech

Sensitive messaging, regulatory constraints

Marketplace

Two-sided engagement, supply and demand signals

Integrations

Connects to your stack

Data Sources

SegmentPostHogMixpanelREST APIJavaScript SDK

Delivery Channels

EmailIn-App WidgetWebhookHubSpot CRMSalesforce CRMIntercom

Action Platforms

Loyalty PlatformsGamification EnginesEngagement ToolsRewards SystemsCustom Integrations

Learn more about connecting external platforms

Set up in 4 minutes. No developer required.