What it does
For free/trial users who consistently engage but haven't converted after 30+ days, runs a diagnostic intervention - a personalized offer, an AE/human touch option, and an agent handoff - not a generic upgrade nag.
You get
a diagnostic intervention for engaged non-buyers
not another upgrade email
How it works
Build Engagement-vs-Conversion AI Attribute
create_ai_attributeCreate an AI-derived attribute 'engagement_paradox_score' on the User object. Calculates the gap between engagement intensity and conversion behavior. Inputs: sessions in last 30 days, feature breadth/depth, marketing email engagement (opens / clicks), in-product activity vs. typical-converter benchmarks. High score = the user behaves like a converter SHOULD behave, but hasn't converted. Output: numeric 0-100. Score >= 70 = high engagement paradox (engaged but stuck — the most interesting cohort). Includes a diagnostic field naming the likely blocker (price-sensitivity / feature-gap / authority-issue / decision-paralysis / no-urgency) inferred from behavior patterns.
Identify Engaged Non-Buyers
Create SegmentBuild a segment 'Engaged non-buyers - last 60 days' capturing users where (a) account age is 30+ days AND (b) subscription_status is free or trialing AND (c) engagement_paradox_score >= 70. Excludes users in active sales conversations (don't double-orchestrate) and users who explicitly declined an upgrade in the last 90 days (respect the no).
Build Diagnostic Content
Generate ContentGenerate diagnostic email variants per inferred blocker. Price-sensitivity blocker: 'You're using [Product] like a paid customer — here's a 30% retention discount for the first 3 months.' Feature-gap blocker: 'We noticed you tried [feature X] but didn't continue. Here's what most users do next — and 1:1 help if you'd like.' Authority-issue blocker: 'Need help making the case internally? Here's a business-case template + your team's usage summary to share with your manager.' Decision-paralysis blocker: 'You've evaluated [Product] thoroughly. Want a 15-min decision-clarity call?' No-urgency blocker: 'No rush — but if a deadline is approaching, here's a limited-time price-lock offer.' Send-from: success@ or matched AE.
Build Agent Diagnostic Flow
create_agentConfigure an AI agent scenario 'Engaged non-buyer diagnostic' that engages high-engagement-paradox users via in-app chat or email reply. Scenario: surface user's product usage warmly ('I see you've been using [Product] for 45 days — that's great!'), then ask the diagnostic question ('What's keeping you from upgrading? Cost, features, internal approval, timing, or something else?'). Branch on response: route price to retention-discount offer, feature-gap to PM-feedback queue + feature-roadmap signal, authority to business-case generation, timing to deferred-followup, other to human handoff. The agent generates qualified diagnostic signal for the AE/CSM, not raw chat.
Build Conversion Journey
Create JourneyBuild a 3-touch diagnostic journey wired to engaged-non-buyer segment. Touch 1 (Day 0 of entry): diagnostic email matched to inferred blocker. Touch 2 (Day 3, if no engagement): in-app chat invitation to the diagnostic agent on next session. Touch 3 (Day 7, if still no conversion): personalized AE outreach task with the full engagement-paradox profile + inferred blocker + suggested approach attached. Exit on: subscription_created (won — celebrate), explicit decline / opt-out, or successful agent diagnostic (handoff to appropriate downstream — sales, support, or PM).
Build Engagement-Paradox Dashboard
Build DashboardCompose an engaged-non-buyer dashboard: paradox-cohort size over time (is this cohort growing or shrinking — product fit signal), conversion lift vs. control (cohort getting this journey vs. holdout staying on generic free-tier nurture), conversion by inferred blocker (which diagnostic angle actually converts — informs pricing/product/sales-collateral decisions), agent-diagnostic completion rate, and time-to-conversion distribution (most paradox conversions happen within 14 days of journey entry — if not, the blocker is structural).
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