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Education & learning

Keep learners moving before momentum drops.

Swivel connects LMS, course, billing, CRM, and lifecycle signals to find stuck learners and trigger the save play that gets them back on track.

The leak

Where learners quietly drop off and never come back.

  • The stall mid-course

    A learner finishes the first module, misses the second, and becomes a refund or non-renewal risk before anyone notices.

  • The quiet cohort student

    A cohort student posts once in community, goes silent, and still looks active because billing is current.

  • The light-training account

    A high-value account uses training lightly while support tickets rise. The renewal risk is invisible because learning data sits outside the CRM.

The plays

A specialist for every way a learner stalls.

Each engine works a different learner moment: first lesson, course stall, refund risk, community silence, renewal, and expansion.

  • Onboarding Autopilot

    Build first-lesson momentum

    Guides new learners toward the first lesson or assignment that makes the course feel worth continuing.

  • Onboarding Autopilot

    Rescue the stalled trial

    Finds trial users who started but never reached value, then routes them to a specific next lesson or support path.

  • Churn Risk Radar

    Catch the stall before it sets

    Watches lesson progress, assignment gaps, cohort activity, and login pace to flag learners before they fully disappear.

  • Churn Risk Radar

    Reactivate community silence

    Turns missed events, quiet threads, and progress slowdown into a specific next step instead of a generic reminder.

  • Auto Renewal Engine

    Protect the renewal

    Combines billing status with learning progress so paying-but-not-learning accounts get attention before renewal.

  • Auto Renewal Engine

    Route expansion from learning value

    Connects completion, certification, and account progress back to CRM so the next program or implementation support is obvious.

Reads your stack

Connects to the systems your learners already live in.

The tools the agents read from to do the work, not a list of customers.

LMS & courses
  • Canvas
  • Moodle
  • LearnWorlds
  • Teachable
  • Thinkific
  • Kajabi
Billing & subscriptions
  • Stripe
  • Chargebee
Messaging & lifecycle
  • HubSpot
  • Customer.io
  • Braze
  • Klaviyo
Engagement & support
  • Zoom
  • Intercom
  • Typeform
  • Zapier

Put the agent team to work on your learners.

Have a course-completion gap, stalled-trial problem, or renewal risk your team keeps meaning to address? Let our agent teams work the stuck learner moments already hiding in your LMS and CRM.