AI Predictive Models
Configure and monitor the RFM-based churn-risk and predicted-LTV scoring engine that powers CRM scoring and Customer Segmentation.
Overview
AI Predictive Models is the configuration and monitoring console for TotalApp's RFM-based (Recency, Frequency, Monetary) prediction engine. The engine scores your CRM contacts/deals to produce a churn-risk score and a predicted lifetime value (LTV) per cluster, and this screen is where you configure how it runs, trigger recalculations, and review its run history.
Same Engine, Different Screen
This screen and the Customer Segmentation screen in the Marketing group both run against the same underlying ML Prediction Engine. AI Predictive Models is aimed at admins/ops configuring and monitoring the engine; Customer Segmentation is a marketer-facing screen for running ad-hoc segmentation with a simpler, campaign-oriented UI.
KPI Strip
Four tiles at the top of the screen summarize the engine's most recent activity:
Last Run
Timestamp of the most recent scoring run, or a placeholder if the engine has never run for this tenant.
Deals Scored
Number of CRM deals evaluated in the most recent run.
CRM Sync
Shows On or Off depending on the current CRM Auto-Sync setting, colored to draw attention when sync is active.
Revenue Pool
Total monetary value covered by the most recent run, formatted compactly (e.g. "$1.2M").
Engine Settings
CRM Auto-Sync
A toggle that controls whether scoring results are written back onto your CRM deal records. When on, each recalculation updates the churn-risk score and predicted LTV fields on the relevant deals in CRM. When off, scoring still runs and appears in the run history, but no CRM deal records are mutated — useful for previewing the effect of a settings change before committing it to live data.
Default RFM Weight Configuration
Three sliders let you set the default split between the three RFM axes used to compute each contact's composite score:
- Recency — how recently the contact engaged (more recent = higher score)
- Frequency — how often the contact has engaged, weighted by their CRM pipeline stage
- Monetary — the total monetary value associated with the contact
Weights are automatically normalized so the three values always sum to 100%. Click Save Settings to persist your changes — a confirmation checkmark appears briefly after a successful save.
Recalculate Now
The Recalculate Now button in the header triggers an immediate scoring run using the current default RFM weights, across the full CRM contact base ("all" scope). While running, the button shows a spinner and is disabled to prevent duplicate runs. On completion, the KPI strip and run history table refresh with the new run's results.
Run History
A table of past scoring runs, most recent first, with one row per run:
| Column | Meaning |
|---|---|
| Time | When the run completed |
| Scope | Which subset of contacts/deals the run covered |
| Deals Scored | Number of deals evaluated in that run |
| CRM Mutated | Badge showing whether that run's results were written back to CRM deal records (depends on the CRM Auto-Sync setting at the time the run executed) |
| Revenue | Total monetary value covered by that run's scored deals |
If no runs have ever been triggered for your tenant, the table shows an empty state instead.
Relationship to Customer Segmentation
Both AI Predictive Models and Customer Segmentation (in the Marketing group) call the same underlying RFM scoring engine — the same recency/frequency/monetary math, the same clustering logic, and the same churn-risk and LTV calculations. The two screens exist for different users:
- AI Predictive Models (this screen) — for admins/ops configuring the engine's defaults, monitoring whether CRM sync is happening, and auditing run history over time.
- Customer Segmentation (Marketing) — for marketers who want to run an ad-hoc segmentation with custom weights for a specific campaign, without needing to touch the engine's tenant-wide default configuration.
Changing defaults here affects Customer Segmentation's starting point
The default RFM weights you configure on this screen are the starting values a marketer sees when they open Customer Segmentation, though they can still adjust the weights there for a specific run without changing your tenant-wide defaults.
AI Assistant Panel
This screen follows TotalApp's dashboard AI Assistant pattern: it explains the engine's current configuration and recent run history in plain language, flags anomalies (such as a run that scored zero deals, or CRM sync unexpectedly being off), and can recommend configuration changes backed by the actual run history numbers — but it never edits settings or triggers a run on your behalf. Open it from the tab on the right edge of the screen; it supports fullscreen mode and Save as Report.