Complete step-by-step guide to setting up real-time notifications when customers show churn risk. Get alerts via WhatsApp, Slack, or email. No coding required.
Follow these simple steps to start receiving instant churn alerts
Link your CRM,Billing, analytics, and communication tools
💡 Pro Tip: Most integrations are one-click OAuth connections - no coding required.
Set up the behaviors that indicate churn risk
💡 Pro Tip: Start with default thresholds and refine based on your data after 30 days.
Select how you want to receive churn alerts
💡 Pro Tip: Use WhatsApp for urgent alerts and email for daily summaries.
Verify alerts work and start monitoring
💡 Pro Tip: You'll start seeing alerts within hours as the AI analyzes your customer data.
See real examples of alerts and recommended actions
Trigger: Customer's product usage drops by 50%+ in 7 days
Recommended Action:
Immediate outreach via WhatsApp or call
Trigger: No logins or activity for 14+ days
Recommended Action:
Send re-engagement email with value reminder
Trigger: 3x increase in support tickets or negative sentiment
Recommended Action:
Escalate to CSM + schedule urgent call
Trigger: Payment failure or cancellation attempt
Recommended Action:
Contact immediately to update payment method
Receive notifications on your preferred platform(s)
Instant mobile alerts for urgent cases
Setup: Scan QR code with WhatsApp Business
Team collaboration and shared visibility
Setup: One-click OAuth integration
Detailed reports and daily digests
Setup: Enter email addresses
Optimize your alert system for maximum effectiveness
Don't alert on every small change. Focus on significant patterns:
Not all alerts are equally urgent. Categorize by customer value:
Trigger automatic actions based on alert type:
Continuously improve your alert accuracy:
Setup takes 5 minutes. Start saving at-risk customers immediately. No credit card required.
Connect the relevant customer data, define a small set of risk conditions, choose who should receive each alert, and include the context needed to investigate. Test the route before relying on it operationally.
Start with signals linked to an actionable response, such as a sustained usage drop, a blocked onboarding step, or a recurring unresolved issue. Avoid alerting on every change.
Choose a channel your assigned team monitors and can act from. Email, team messaging, and in-product workflows can all work; the best option depends on urgency and your team's process.
Customer relationships, with clarity
See how Cuoral can help your team spot risk, understand what is happening, and respond in time.
Start free · No credit card required
