Referral Manager
Manages referral program lifecycle
Identify advocates, send referral invitations, track rewards, and celebrate customer wins automatically
Referral programs are underutilized because identifying advocates, sending invitations, and tracking referrals require manual effort. Most companies miss opportunities to turn satisfied customers into promoters. This agentic workflow identifies NPS detractors and promoters, automatically invites promoters into referral programs, tracks referral pipeline, measures incentive performance, and celebrates customer wins on social media. Enterprises implementing automated referral programs see 40% increase in referral volume, 60% reduction in program administration time, and higher-quality inbound leads. SaaS companies, technology vendors, and professional services benefit most from customer-driven growth channels.
Agent Architecture
Sequential agents identify advocates, manage invitations, and track program performance.
Referral Manager
Manages referral program lifecycle
Advocate Identifier
Identifies promoters and advocates
Invitation Manager
Sends and tracks referral invitations
Referral Tracker
Tracks referral performance and rewards
Identify promoters
Invite to program
Track referrals
Measure incentives
Celebrate wins
Report performance
Click any KPI to view detailed measurement guidance, formulas, and typical ranges.
Capture all agent interactions (prompts, outputs, data sources accessed) in a central, searchable system
Central inventory of all agents with metadata: owner, purpose, data sources, risk level, users
These controls help ensure secure, compliant, and auditable AI operations. High-priority controls are critical for production deployment.
AI generating false or fabricated information presented as fact
AI using outdated data that no longer reflects current reality
Inability to verify or cite the original sources of AI-generated information
Lack of proper consent for recording, storing, or processing user interactions
Risks associated with external vendors processing sensitive data
These risks should be mitigated through proper governance controls and operational procedures.
Monitor feature adoption, flag gaps, trigger targeted guidance
Handle surprise billing inquiries, explain repricing decisions, and facilitate resolution under No Surprises Act
Analyze usage patterns, flag at-risk customers, alert CSM, suggest interventions
Explore assistive AI tools that Customer Success teams use to augment these agentic workflows.
Deploying AI for customer success? Olakai monitors agent performance and ensures quality across every customer interaction.
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