Before a Concierge case starts, AI assembles a prep brief so the specialist opens with the strongest position available.
What the brief contains
- Full charge history, including every price increase and its date.
- Total spend with the merchant and length of the relationship — the two facts retention teams respond to most.
- Known cancellation and retention routes for that merchant.
- Comparable market pricing and current new-customer offers where known.
- Suggested opening ask, target outcome, and fallback position.
How it is produced
The brief is generated from your own subscription and transaction records plus our merchant catalogue. It is drafted by AI and reviewed by the specialist handling your case, who remains responsible for the approach taken.
Reviewing it yourself
The brief is visible on the request so you can correct anything before contact is made. If you have a detail we cannot see — a contract end date, a prior complaint reference, a promised discount — add it. Those details change outcomes more than anything else in the brief.
Limitations
Market pricing moves quickly and merchant policies vary by region and account age. Treat the brief as well-prepared evidence, not a guarantee of a specific result.