Capture cancellation intent
The agent identifies the reason and retrieves the customer state needed for an appropriate response.
At the moment a customer attempts to cancel, the journey evaluates the applicable cancellation rule and presents any required retention step before commitment.
The customer sees the effective date, financial impact, and required retention step, then completes an approved plan change or continues with cancellation.
A customer begins a cancellation workflow or communicates clear cancellation intent.
The agent identifies the reason and retrieves the customer state needed for an appropriate response.
The cancellation preview returns timing, financial impact, policy evaluation, and any required retention step.
The customer sees clear pricing, entitlement, and effective-date consequences before choosing.
An accepted plan change uses the subscription lifecycle API; otherwise the cancellation endpoint remains available.
POST /api/v1/preview/cancellation
{
"subscriptionId": "sub_2048"
}200 OK
{
"subscriptionId": "sub_2048",
"effectiveDate": "2026-09-30T00:00:00Z",
"financialImpact": { "creditCents": 0 },
"policyEvaluation": { "allowed": true }
}Availability and downstream effects depend on the billing and product integrations configured for the tenant.
Start with this workflow already selected, then identify the billing, customer, and product systems involved in executing it.