How long does setup take?

Setup takes under 15 minutes. Simply connect your ticketing system, configure your quality criteria, and the AI starts reviewing conversations immediately.

What are the requirements?

You need an active account with one of the supported ticketing systems. No technical setup or API knowledge required—the integration is handled automatically.

Can I customize the evaluation criteria?

Yes. You can define custom quality criteria, compliance rules, and scoring weights through the agentic workflow builder. The AI adapts to your specific standards.

Is customer data secure?

Yes. All data is encrypted in transit and at rest. Conversations are processed securely and never stored beyond what's needed for analysis.

Identify free trial ending + conversion call

Trial Ending

AI Analyzes

Conversion Call

This workflow detects free trial users approaching expiration and triggers conversion campaigns. The AI analyzes trial engagement, feature adoption, usage frequency, and value realization signals. High-engagement trials receive personalized conversion calls offering onboarding support, pricing options, and limited-time discounts. Low-engagement trials get educational content and product tours first.

This workflow works natively within your existing ticketing system—whether you use HubSpot, Intercom, Zendesk, Salesforce, Freshdesk, Twilio Flex, or Front. There's no need to migrate to a new platform or change your existing setup. Trial conversion data and outcomes are tracked in your product analytics, CRM, or subscription management tools. The AI tests different conversion strategies—call timing, discount offers, onboarding assistance—and optimizes based on conversion rates. Successful conversions trigger billing setup and customer success onboarding workflows.

Key benefits

Increase trial-to-paid conversion 40%+

Convert trials at optimal timing

Personalized conversion paths per user

Reduce trial drop-off rates

Provide hands-on onboarding support

Track conversion attribution accurately

Seeing is believing

Get a personalized demo with Mo and see this automation in action. We'll walk you through exactly how it works with your ticketing system, answer your questions, and show you the ROI within 15 minutes.