+ New Opportunity

Overview

Projects

Products Services

Contacts & Segments

Contacts Segments

Revenue Growth

Opportunities Upsell Cross-sell Recharge Campaign Escalation

Protect Revenue

Churn Risk Retain Win Back

Campaign Management

Planner Pixabits.AI Campaign Builder AI CAM Builder

Engagement

WA Chatbot Email Chatbot RCS Chatbot Voice Chatbot Google Meet

Assessment

Tenant Data Revenue & Usage Productivity KPIs

Internal

Docs BI Report Action Plan

Resources

AI Agents LLM Models APIs

PK

Pawan Kaushal

CRM Admin

Contacts:12,450|

Open Tickets:18|

SLA:100%|

Retained:24 today|

CSAT:4.6/5

Live Center Team Hub Setup AI Agent AI Studio Marketing Agent Marketing Sales Agent Sales CRM Agent CRM Vedas

© 2026 BOS — Business Operating System

All Systems Operational|v1.0.0

CRM Campaign

Tenant-targeted campaigns for recharge, upsell, cross-sell and retention

NOVAGemini+ClaudeHuman Watch: ON

Active Campaigns

0

Running now

Total Tenant Reach

88

Across all active campaigns

Revenue Influenced

₹88L

Attributable this month

Avg Conversion

30%

Tenant action on campaign

TGA Audience — Tenant Segments

Low Credit Balance (<15%)

18

Recharge Risk

Avg 8d to exhaust · High urgency

Upsell Ready — High Usage

34

Expansion

Usage >80% of plan limit

Cross-sell Fit — WA Business

27

Cross-sell

SMS-only · WA adjacency match

Contract Renewal Due <30d

11

Retention

Auto-renewal OFF · 11 at risk

Dormant Tenants — 45d+

8

Re-engagement

No API calls in 45 days

Churn Risk Score >75

22

Protect Revenue

BAIS churn model · High risk

Campaign Builder

Campaigns

Select or create a campaign

EmailRecharge Alert — Balance CriticalImmediate

WAWhatsApp: Easy recharge link + amountDay 2

EmailFollow-up: Business continuity impactDay 4

WAFinal nudge + AM contact infoDay 6