Stage 02Engage

Guide Prospects to Becoming Profitable Customers

Turn a first look into a lasting relationship.

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Behavioral Science
SociologicalPsychologicalCollective

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Trusted by Leading Organizations

Engagement Falls Flat After the First Interaction

Your messages sound the same to everyone — and everyone ignores them.

You're sending the same thing to people with very different needs.

You reach out at the wrong time, too often, or not enough.

Every channel tells a different story — none of them coherent.

By the time you understand what a prospect wants, they've moved on.

Low-Friction Interactions That Build Momentum

Onboarding flows that reshape themselves around each person

Small interactions that build confidence — and reveal what each person actually wants

A system that turns a few signals into genuine relevance, fast

What Smart Engagement Enables

Re-engage prospects who went quiet
Educate and nurture without overwhelming
Onboard digitally with zero friction
Learn preferences from every interaction — automatically
Build rapport through small, low-risk interactions
Have real conversations at scale

Smart Engagement

Prediction Platform

Full prediction platform with all built-in capabilities — the foundation that powers every module in this stage.

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Dynamic Experiment

Experiments that test approaches at scale, updating assumptions as new data arrives to refine interactions per customer.

AB Testing

Test two options at scale to determine optimal choice between engagement options.

Real-time Recommender

Deliver hyper-personalized behavioral recommendations using both real-time and historical data.

Dynamic Messaging

Shape message tone, timing, and channel from models that learn individual preferences.

Conversational Journey Module

Available for banking and telecommunications.

Build intelligent conversational journeys with AI agents that uncover intent and guide prospects toward conversion.

Personalized Messaging

Use models that converge on the individual to deliver hyper-personalized messages—optimal timing and tone to encourage engagement.

Multi-channel Experiments

Orchestrate experiments across channels to learn how each prospect prefers to be reached.

Personalized Hero Offer Recommender

Deliver hero and primary-surface recommendations from signed-in real-time and historical behavior.

Intelligent Sales

Make intelligent predictions for product-bundling, dynamic pricing, next-best product, based on individual real-time behavior.

Opportunity Recommender

Rank and surface the best next product, bundle, or step as intent clarifies.

Dynamic Ranking Recommender

Reorder recommendations and lists from live session and historical behavior.

Exploration Recommender

Continue controlled exploration in engagement so personalization does not go stale.

Next-Best-Action Recommender

Recommend the next best action or message across channels for each individual.

Industry Applications

Recommend the most relevant explainer content based on the prospect's likely needs to gently inform and educate while revealing product interest.

Use conversational AI to uncover which financial product the prospect is primarily interested in to build rapport while learning true prospect intent.

Guide prospects through low-friction onboarding actions to reduce drop-off and help convert intent into progress.

The Engagement Payoff

Faster trust. Deeper understanding. More customers who actually want to stay.

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