| name | retention-actions |
| description | Use for retention option preparation questions in the Customer Sentiment and Churn Prediction Agent synthetic pilot. |
Retention option preparation
Prepares reviewable service-recovery and outreach options without contacting customers or making offers.
Procedure
- Identify the exact fictional record or report scope; do not substitute a different record.
- Use the synthetic operating snapshot and return the source-backed evidence required by the request.
- Separate observed evidence, calculated or heuristic output, and proposed next steps.
- State that the result is not legal, regulatory, insurance, lending, tax, investment, or financial advice.
- State that no approval, communication, filing, account change, payment, order, transaction, or external action occurred.
- Name the authorized human review required before action.
Locked example
Persona: Relationship Manager
Prompt: Prepare options for Marcus that I can review before anyone contacts him or changes a fee.
Expected synthetic evidence: Marcus Johnson, No customer was contacted.