Example: SaaS (Slack)
A complete autopilot integration for a team-collaboration SaaS like Slack — events, mapping, stages, and campaigns.
A team-collaboration tool like Slack lives and dies by activation and habit: a workspace signs up, reaches an "aha" moment (an activated, actually-using team), then either sticks through daily use or drifts and cancels. The SaaS model is built exactly around this arc.
1. Events to instrument
Emit these from your app/backend, keyed by the user's external_id. For a team product, decide whether a "contact" is a user or a workspace admin — send the events for whichever person you want to engage.
Your event Fires when… Useful properties
------------------- -------------------------------- -------------------------
account_created a user/workspace signs up plan, seats, referral
workspace_activated the team crosses your activation active_members, first_msg
bar (e.g. 3 members + 10 messages)
session_start a user opens the app / logs in platform, workspace_id
plan_cancelled they cancel their subscription reason, plan
curl https://api.engageapp.xyz/api/v1/public/events \
-H "X-API-Key: df_your_secret_key" \
-H "Content-Type: application/json" \
-d '{
"events": [
{ "external_id": "user_1042", "event_name": "workspace_activated",
"properties": { "active_members": 4, "first_msg": true } }
]
}'
2. Choose the model & map events
Pick SaaS and map:
Canonical behavior Role Your event Required?
---------------------- ----------- ------------------- ---------
signed_up acquisition account_created required
activated conversion workspace_activated required
logged_in activity session_start required
subscription_canceled churn plan_cancelled optional
Mapping the churn behavior is optional but highly recommended for SaaS — it's what turns a cancellation into an immediate win-back opportunity.
3. Resulting lifecycle stages
Contacts are classified as new → onboarding → engaged → at-risk → dormant → churned. A cancellation forces churned; an activated user with recent sessions is engaged; one who's gone quiet slides from at-risk to dormant.
4. Opportunities & campaigns
- Onboarding stall — signed up but never activated. Campaign: a setup nudge showing the fastest path to the "aha" moment (invite teammates, send first message).
- Post-conversion — just activated. Campaign: a habit-building sequence highlighting the next high-value features.
- Re-engage dormant — activated but sessions dried up. Campaign: "here's what you're missing" with recent activity and a reason to return.
- Win back (churn) — cancelled. Campaign: a win-back with a targeted offer or a "what changed?" survey.
The SaaS model has no intent or repeatable role, so there's no cart-style abandon or high-value tier here — activation and retention are the whole game.
5. Channels, autonomy & real-time
Email and in-app takeovers are the natural fit for onboarding and feature nudges. Start in review required. Both workspace_activated (conversion) and plan_cancelled (churn) trigger real-time detection, so a fresh activation or a cancellation is acted on within minutes rather than on the next sweep.
Next steps
- Start from the general integration guide.
- Compare with the subscription model if you sell seats on a recurring plan.
Related
Integration guide
Everything you instrument on your side to power the Engagement Autopilot — contacts, events, the canonical behaviors, channels, and verification.
Example: Subscription / Media (Showmax)
A complete autopilot integration for a streaming service like Showmax — events, mapping, stages, and campaigns.
Events
Send behavioral events about your contacts to trigger campaigns, gate waits, and power segments.
Opportunities & the review queue
The micro-segments the autopilot detects, how it drafts a campaign for each, and how you approve or dismiss them.