Your rules. Every quote.
Set the terms, tiers and exceptions. The agent applies your commercial logic, so partners can explore options without waiting for a revised quote.
AI-powered renewals
Keep your
renewals moving.
Turn your renewals book into real-time conversations. Your AI agent quotes, answers questions and closes renewals using your rules.
Less chasing.
More conversations that close.
A quote shouldn’t be the start of another email chain. Give partners a direct way to ask, compare and renew.
A conversation. Every renewal.
Answer product questions, compare contract lengths and adjust user counts in real time. Keep the next step in the same conversation.
From renewal book
to renewal conversation.
Bring your data. Define the rules. Test the experience. Then let the agent put it to work.
Start with the book you have.
Bring your contracts, spreadsheets or CRM data. Unfold aligns them into a structured renewal book, ready for the agent to work with.
- Bring existing renewal records
- Align customers, dates and contract details
- Prepare the book for renewal conversations
- What you bring
- Contracts, spreadsheets and CRM data
- What it enables
- A structured view of upcoming renewals
Give every renewal a clear starting point.
See what moves renewals forward.
Track the work and learn from the conversations. Use what partners ask and what closes to improve the next renewal.
Keep the book in view
See renewal records and their status in one workspace.
Understand the questions
Find the product and pricing questions that need clearer answers.
Improve the next conversation
Update your knowledge and commercial rules as your offering evolves.
Before you
get started.
The practical details of putting your renewals book to work.
What do we need to get started?
Start with your renewal contracts, spreadsheets or CRM data. Add your price books, commercial terms, product guides and renewal policies so the agent has the context to answer and quote.
Who controls the pricing and terms?
You do. Set your pricing tiers, contract terms and exceptions. The agent uses those rules to explain renewal options and compare term lengths or products.
Can we test the agent before going live?
Yes. Preview renewal conversations before you activate outreach. Try pricing questions, changes to user counts and different contract terms, then refine your rules and knowledge.
How do partners access the agent?
Partners receive a renewal message with a link to the agent. They can ask questions, explore their options and progress the renewal in the conversation.
Your next renewal starts here
Put your renewals
in motion.
See how your book, your rules and your product knowledge come together in an Unfold renewal conversation.