Trial-to-Paid Conversion Agent
Context-aware trial conversion.
Picks up after the ELM-9949 promo activates in Demo 2. Harbor & Co. is on Day 4 of a LedgerCore Plus trial when PayFlow integration fails three times — the agent intercepts the blind Day 7 upgrade email, sends a hyper-personalized fix, and routes high-intent accounts to CS with full technical context. Harbor converts in Demo 4's expansion storyline.
Trial lifecycle · Harbor & Co.
awaiting scanintegration.connect_failed × 3 in 47 min · PayFlow API · user: jordan@harborco.example · endpoint /v3/connections/payflowJordan — quick fix for your PayFlow connection (401 scope error)
We noticed three connection attempts in the last hour. The API returned 401 OAuth scope mismatch on /v3/connections/payflow — your token is missing the oauth.payments scope.
- Settings → Integrations → PayFlow → Disconnect
- Reconnect and check Enable payment processing during OAuth
- Verify green status on the connections panel
View step-by-step guide → · Reply if you're still stuck — we'll jump on a quick call.
- ✓ Cited exact error from telemetry — not generic "having trouble?"
- ✓ Paused Day 7 upgrade email — would have ignored blocker
- ✓ Matched urgency to month-end close mention in ticket #8842
Signals: 3× PayFlow connect failures · ticket #8842 · est. ACV $840/mo · ELM-9949 promo cohort
Error: 401 on
/v3/connections/payflow · missing oauth.payments scopeSuggested talk track: "Saw three PayFlow retries — want to walk through OAuth scopes on a 10-min call before month-end close?"
Agent activity
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