Pulse Agent: Customer Engagement Monitor for Business Central

“How do you know when a good customer is about to stop buying from you?” Enter Pulse, an AI powered customer engagement monitor built on Microsoft Copilot Studio.

It continuously analyzes each customer’s historical buying patterns within Microsoft Dynamics 365 Business Central data. It then flags those who show signs of disengagement before it’s too late. Instead of reacting after orders stop, your sales team gets proactive alerts while there's still time to recover the relationship.

Designed as a configurable accelerator, Pulse includes out of the box capabilities and is fully customizable. Rules, thresholds, alert logic, data fields, delivery channels and integrations can all be adapted to your business needs.

Agent Capabilities 1. Automated Weekly Reports

• Delivered on your schedule (default: Mondays)
• Summary of every customer in Monitor and At Risk status
• Sends via Microsoft Teams or Email
• Fully customizable frequency, recipients, and content 2. Daily Salesperson Alerts
• Alerts triggered only when a customer crosses into At Risk
• Sent directly to each salesperson for their assigned accounts
• Includes contact info and recommended next steps
• Logic and routing rules can be modified per customer requirements 3. On Demand Queries (Natural Language) Your team can ask Pulse questions such as:
• “Show me all at risk customers.”
• “Which customers haven’t ordered in 60 days?”
• “Check the engagement status for Adatum Corporation.”
• “Who should I reach out to this week?” All queries can be extended with additional fields, logic, or metadata from your Business Central environment.

Why It’s an Accelerator Pulse ships as an accelerator agent, giving you a ready to-use solution that your team can immediately deploy, and extend or customize with us to fit your exact workflows.

If you're looking for a way to proactively stay ahead of customer retention, this customizable AI agent is for you.

Note: Pulse is free for customers who bring their Microsoft 365 Copilot and Microsoft Dynamics 365 Business Central licenses to Boyer. Customers who keep their licenses elsewhere incur a $5,000 fee.