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Bought by CVM and Retention lead

One ranked, permitted action per customer moment — including no action — with the reason recorded.

Several campaigns want the same customer in the same week; contact fatigue and margin loss follow.

Demonstration available — A journey runs end to end on sample data, including its refusal and failure states. Runs today on a sample of your market; its workspace opens with Decisioning and Next Best Action.

The result, on the sample

5 of 8 customers get a permitted action worth 359 units in expected value; 3 get no action; 20 action-customer pairs refused by a gate or ineligible.

Sample. Choose your market to see this page, the workbook and the review in your currency and language.

Next-best-action and Retention DecisioningYour market · units

5 of 8 customers get a permitted action worth 359 units in expected value; 3 get no action; 20 action-customer pairs refused by a gate or ineligible.

Actions chosen5customers
Expected value359units
Left alone3customers
Share actioned62.5%

Decision Approve the 5 ranked actions (2 × Loyalty call with tailored plan, 1 × Bonus data on recharge, 2 × Recharge reminder) and leave 3 customers alone this week. If nobody acts: 8 customers receive whatever each campaign sends them, 4 of which the contact cap would have refused.

Sample. The offer, the contact and the campaign update stay in the sample until a pilot connects your channels.
The other 2 measures the run holds
  • 3 customers — Contacts avoidedcustomers the ranking left alone
  • 62.5 % — Share actionedchosen over customers
See the product

The workspace, screen by screen.

The 7 screens a demo walks through, captured from the built product on sample rows. Sign in to run it on your own market and your own numbers.

  1. Next-best-action and Retention Decisioning, the Overview tab on the built product: The workbench: the tiles, the run, the ladder, the last run and the next step.
    1 of 7 · Overview The workbench: the tiles, the run, the ladder, the last run and the next step. Captured on the built product, signed in as an analyst, on 2026-09-30. Sample rows.
Three things it decides

Each on your rows, each with its reason written.

Decision per customer

The ranked permitted action, its expected value and what it beat; or no action and why.

8 rows · Subscriber · Risk · Decision · Expected value (units)

Refusals

Every action a gate or an eligibility rule refused, named.

20 rows · Subscriber · Action · Gate · Because

Actions chosen

How many customers each action was chosen for.

Loyalty call with tailored plan
2
Bonus data on recharge
1
Recharge reminder
2
What it needs from you, and how a pilot proves it

Response against a held-out group, and contacts avoided.

customers, actions and policies as three sheets: every action has a cost and an expected value per eligible customer; every policy gate names a field and a rule; the no-action alternative is always present. A subject column holds your own pseudonymous reference; a phone number, IMSI, IMEI or account number in it is refused, and the refusal names the column.

The data you supply
Customers, Actions, Policies — your own rows, on your own subject keys, through the same review the sample passes. Bring your data — the workbook out and back, after sign-in. Download the sample workbook
The 3 sheets, column by column
  • Customersthe customers a decision is made for, with the signals the gates and the values read. Columns: subscriber_ref, tenure_months, monthly_spend, days_since_recharge, risk, contacts_7d, consent.
  • Actionswhat could be offered: what it costs, how often it is taken, what it is worth, and who is eligible. Columns: action_id, name, cost, response_rate_pct, value_if_taken, minimum_risk, minimum_spend.
  • Policiesthe gates every action passes: a field, an operator and a value. Columns: policy_id, field, operator, value, reason.
The measure
Counted once reconciled against your own records: response against a held-out group; contacts avoided against the send log.
The approval
A second person approves; the person who loaded the data cannot. The decision is audited with its reason.
The products and the streams it draws on

Runs on Decisioning and Next Best Action; draws on Customer Intelligence, Journey Activation, Experimentation and Value, Offer, Pack and Pricing Intelligence and the Customer Growth & CVM, Campaigns & Personalisation, Loyalty & Rewards streams of the catalogue. The lifecycle to live operation and the twelve-line contract are in the workbench, after sign-in.

See it on your own numbers.

Sign in with your work email; the sample is generated for your market and currency; change the values and run again. Or book a demo and we walk it with you.

Open the demonstration on the sample

See HeuriTel on the sample of your market

Verify your email to open a demonstration on the sample of your market.