All use cases

Engage / Lifecycle

Memory-segmented lifecycle marketing

The next campaign reaches exactly the people who asked for it, because the agent remembers every conversation.

Get aheadClose the loopSystem triggerTime-based triggerBehavioral triggerPushEmailWhatsAppIn-app

What it does

Marketing's hardest problem isn't writing the message — it's knowing who should get it. Meanwhile, every conversation customers have with the agent is full of stated answers: someone asked for a feature that didn't exist yet, someone mentioned they're vegan, someone described an allergy. This use case turns that conversation memory into segmentation. When the feature ships, a personal message goes to exactly the users who asked for it. When a promo launches, the agent selects recipients from preferences customers stated themselves, not from inferred lookalikes. The marketing team reviews the segment and the message on a prep surface and clicks send.

How it works

  1. 1
    Trigger. a system or calendar event — a feature released, a promo created, a seasonal campaign scheduled.
  2. 2
    Decision. the agent queries conversation memory for users whose stated asks and preferences match the moment, builds the segment, and drafts a per-user message grounded in what each person actually said.
  3. 3
    Action. the prep surface shows segment and messages side by side; the marketing team approves and the sends go out through the client's own channels — push, email, WhatsApp, or in-app.
  4. 4
    Follow-through. at send time the segment is re-derived, so anyone whose situation changed — already bought, opted out, ask resolved — drops out before a message fires; replies land back in the conversation with full context, and results are compared against the team's usual targeting.
Example
AgentA while back you asked if you could swap the dairy items in your plan. That's live now — there's a new section in your plan settings for it.
CustomerOh nice, that was months ago. Does it work on the family plan too?
AgentIt does — each profile sets its own preferences. Want me to apply your dairy-free setting now?

Configuration

How the agent is wired for this use case.

Triggera system or calendar event — feature_released, promo_created, or a scheduled seasonal campaign.
Tools & actions
  • Memory layer · queries conversation memory for users whose stated asks and preferences match the moment, and builds the segment.
  • Campaign / CRM tooling · drafts the per-user messages and presents segment and copy side by side on the prep surface for review.
  • Purchase / consent store · checks marketing consent per channel and purchase state to exclude users who already converted.
  • Messaging channel · sends the approved messages through the client's own channels; replies land back in the conversation with full context.
Autonomysegmentation and drafting run unattended, but nothing sends until a human approves segment and message on the prep surface; the segment is re-derived at send time so stale rows drop out before any message fires.
Channelspush · email · whatsapp · in-app
Escalationthe marketing team is the mandatory approval gate before every send — segment and copy require explicit human sign-off.

What you need

The inputs this use case runs on. Your channels stay yours; the agent supplies the judgment.

Signals

release and campaign events (feature_released, promo_created), plus the conversation memory store the agent already maintains.

Data

per-user stated preferences and unresolved asks captured from conversations, marketing consent per channel, purchase state to exclude users who already converted.

Guardrails

a human approves segment and message before anything sends, per-channel marketing-consent checks, frequency caps shared with every other outreach stream, segment re-derivation at send time so stale rows never fire.

Metrics it moves

  • conversion-rateup, the message answers a need the customer stated in their own words.
  • open-rateup, "the thing you asked for is here" outperforms any broadcast subject line.
  • opt-out-ratedown, precisely targeted sends replace spray-and-pray volume.

Related use cases

Convert

Back-in-stock ping with cross-sell

the same ask-then-fulfil loop for inventory

Win back

Memory-personalized win-back

the same memory pointed at lapsed customers

Convert

Outbound prospecting with human send

the same prepare-then-human-clicks-send pattern

See it on your own customer journey

Bring one drop-off, one churn cliff, or one silent segment. We will show you what a proactive agent with memory and judgment does with it.

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