Your personal customer engagement agent. Who’s at risk. Where to reach them.

Identify churn risk, basket headroom, and next-best offers per customer. Get a validated target list staged for push to your CRM in under 10 minutes.

Grounded in your transactional, behavioral, loyalty, and CRM data. Covers the entire B2B2C chain.

ISO 9001
ISO 27001
GDPR compliant
Your personal customer engagement agent.
Most of the time, the list is last quarter's.

Most of the time, the list is last quarter's.

You get the questions: “Who’s about to churn? Who has basket headroom? Which channel works for whom?”. And the data exists, but it lives in tools that don’t speak to each other and refresh on different cadences. Transactional history in one warehouse. Loyalty events in another. Behavioral signals in the CDP. Channel engagement in the campaign tool.

Campaigns get built on segments that were accurate six weeks ago, against churn risk that surfaced a month too late, with offers calibrated to averages instead of individuals.

That’s not how you grow CLV today.

Ask who's at risk. Get the target list, the offer, and the push.

Ask who's at risk. Get the target list, the offer, and the push.

The Customer Engagement Agent sits across CRM, transactional history, loyalty data, and behavioral signals.

It identifies who is at risk, who is high-value, who has basket headroom, and what specifically will move each one.

Get the right offer for the right channel at the right level of discount.

Customer engagement agent

Four specialists. One coherent  target list.

Every prompt triggers the same pattern. An orchestrator picks the data sources, KPIs, and models. Four specialized sub-agents work the question in parallel. An advisory layer fuses results and validates them statistically.

You get the target list with offers, channels, and push staging included.

You
Decrease churn among our profitable customers this quarter.
Orchestrator agent

It personalizes CRM at scale, decodes loyalty and retention drivers, and automates targeting and content.
Routing to sub-agents

Profiler agent
Segmentation, RFM scoring, CLV modeling, audience definition
Recommender and basket agent
Per-customer next-best product, basket headroom, cross-sell logic
Retention and churn guard
Churn probability scoring, at-risk identification, intervention windows
Channel and activation optimizer
 Channel propensity, offer calibration, discount logic, push staging
Insights and advisory agent
Fuses results from all four. Applies statistical validation. Ranks customers by intervention impact. Generates the final list with per-customer offer, channel, and discount.
Favicon
Analyst

Retain the high-value cohort by reading each customer’s actual signals, not the segment average.
3,400 customers in the high-CLV / high-churn-risk quadrant – segmented by channel preference and price sensitivity, not just RFM.

Plan:

  • Switch 1,180 email non-openers to SMS
  • Suppress discount for 940 users predicted to buy at full price
  • Apply −12% to 2,460 users with personalized top-pick SKU from the recommender
  • All segments staged for push to the campaign manager

Targets: churn reduction >15% in 60 days, campaign ROI +22%, retention of high-CLV cohort to baseline.

Why CRM teams trust the Customer Engagement agent

Activation-ready segments
Pushable to CRM, ad platforms, and campaign managers
Every customer scored and traceable
Statistics and ML first. LLM-agnostic
Native on Azure or AWS. Direct DWH integration
Private or public cloud, or on-premise deployment
ISO 27001
ISO 27001
ISO 9001
ISO 9001
GDPR compliant
GDPR compliant
LLM-agnostic
LLM-agnostic
Private & Public Cloud available
Private & Public Cloud avilable

Go from data-ready
to analysis-ready

The Customer Engagement Agent doesn’t depend on your data being clean before you implement it.

SightPulse’s team handles preparation, standardization, and enrichment in the background, so by the time the agent reads anything, it’s analytically ready.

Preparation
Preparation
Validation, clean-up, transformation. Missing values, format drifts, duplicate records, and outliers caught before they reach the statistical engine.
Standardization
Standardization
Customer identifiers, product hierarchies, loyalty event codes, and transaction records aligned to a single schema across CRM, POS, e-commerce, and loyalty systems.
Enrichment
Enrichment
Model variables, segmentations, churn scores, CLV bands, and next-best-offer predictions added to the harmonized base.

Connected to all the sources that matter

Connected to all the sources that matter

Engagement doesn’t end at the send

Our customer engagement agent is just one tool in the toolbox. Check out these if you’re working on adjacent decisions.

Market strategy agent
Market strategy agent

Sets the positioning and segments that engagement activates against. 

B2B Sales Booster agent
B2B Sales Booster agent

Translates the engagement plan into trade and field-side execution.

Category Manager agent
Category Manager agent

Coordinates pricing, assortment, and promo around the engagement plan.

27% more in the basket. 27% less churn.

A regional retail leader connected POS, loyalty, and e-commerce signals into a single layer.

The Customer Engagement Agent ran predictive models underneath every prompt, and let business users target and activate campaigns three times faster.

+27%
Average basket
−27%
Insights discovery speed
+15%
CLV across key RFM segments
Faster campaign build

Frequently asked questions

  • Does this replace our CRM, or sit on top of it?

    No. Sits on top. The agent reads from your CRM, transactional warehouse, and behavioral sources, runs the modeling, and pushes target lists back to your existing campaign tools. Nothing migrates.

  • What makes a segment from this agent different from one our current personalization stack already builds?

    Most stacks segment by behavior or RFM and stop there. This agent runs ML churn, CLV, and recommender models per customer, then layers channel propensity and offer logic on top. The output is a per-customer action (channel, offer, discount level) bundled into a list.

  • How current is the data when the agent decides who’s at risk?

    The data layer refreshes on the cadence of your warehouse and event streams. The agent reads at prompt time. Churn scores reflect the latest available transactional and behavioral signal.

The right customers, the right offer, in the same prompt

Bring your toughest engagement question. Watch the Customer Engagement Agent interpret it, run the models on your live data, validate the segments, and stage them for push across the entire B2B2C chain.

All in under 10 minutes. In a live environment, against the real data.

ISO 27001
ISO 27001
ISO 9001
ISO 9001
GDPR compliant
GDPR compliant
Private & Public Cloud available
Private & Public Cloud avilable