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
Churn Prevention
At-Risk Recovery
Re-engage users inactive for 7+ days
Engagement Drop Alert
Catch early disengagement before at-risk
Stalled Onboarding
Unstick users stuck in onboarding flow
Retention
Feature Discovery
Help active users discover underused features
Power User Celebration
Celebrate power users, encourage referrals
Usage Deepening
Deepen feature usage among moderately engaged
Upsell
Plan Limit Approaching
Helpful nudge when approaching plan limits
Feature Gate Discovery
Show value of locked premium features
Win-back
Early Win-back
Gentle re-engagement 7–14 days after churn
Win-back Offer
Incentive outreach 30–45 days post-churn
Last Chance Win-back
Final outreach 60–75 days post-churn
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.
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
Delivery Channels
Action Platforms
Learn more about connecting external platforms