Loyalty and Retention
AI updates segments and offers; approve discounts and bulk sends with a single decision.
Win back customers before they switch to competitors.
One real workflow example
Retention task
Find customers with no visit in 60 days and offer a gentle return
Check available events
Assemble a segment
Prepare an offer
It handles routine tasks on its own, and passes disputed or important ones to a human — with ready context
What AI automates
Customer Segment
AI updates segments and offers; approve discounts and bulk sends with a single decision.
Accrual
Loyalty event is recorded
Automation you control
AI performs permitted routine work from connected data and rules. Confirm only genuinely important actions manually.
What you need to start
- Business settings
- Data from connected tools
- CRM and recording
What AI automates
- AI updates segments and offers; approve discounts and bulk sends with a single decision.
What you confirm
- Only important external, financial, and irreversible actions require manual confirmation
AI updates segments and offers; approve discounts and bulk sends with a single decision.
Integrations and limitations
Integrations and data
- CRM and recording
- Sales
- Customer assistant
Practical limitations
- Does not send messages without an authorized process
- Does not apply discount automatically
Questions before connecting
What does AI handle autonomously?
AI updates segments and offers; approve discounts and bulk sends with a single decision.
Can I configure the depth of automation?
You decide where AI works on its own and where it waits for your confirmation — from full control to autopilot
When does a person step in?
Only important external, financial, and irreversible actions require manual confirmation