Loyalty Programme Designer: what this AI agent does and how to use it

Try the Loyalty Programme Designer live demo →

What it does

Turn customer and order data into segments and campaign copy, in your brand voice. The Loyalty Programme Designer agent is the specialist for this job: analyses spend and frequency by tier and proposes earn, burn and tier changes with their likely cost.

Who it's for

Your team. It runs in the console for your staff and through the REST API. It is a team agent, so it is never exposed to shoppers.

Questions it answers

Ask it in any of our languages, for example:

• "How do our loyalty tiers compare on spend?"
• "Should we add a tier above Club Gold?"
• "What would 2x points for Club members cost?"

The live demo shows these as sample prompts in your language, on a fictional store's data.

How it works

1. It understands the question in the language it was written in, even when your catalog is in another language.
2. It looks things up with tools, never from memory:

• Read-only sql over your retail data (sandboxed per workspace)

3. It answers from your data, in your brand voice and currency, and shows which tools it used.
4. Rules stay in code. Prices, eligibility and permissions come from your data and settings; the agent explains them and can't invent them. Why this matters.

The data it needs

Customers, Orders, Order lines. As soon as these tables are loaded, the agent is ready to switch on. Files can use your own column names: they're mapped automatically. See Connect your data.

Works well with

• Segment Builder: Builds customer segments from tiers, cities and purchase behaviour, with counts.
• Campaign Copywriter: Drafts campaign emails, push and social copy featuring real products.
• Churn Win-back: Finds lapsed members, sizes the opportunity and drafts a win-back message with real products.
• Campaign Post-mortem: Reviews a promotion's results: sales during vs before, by category, with lessons for next time.
• Influencer Brief Generator: Writes a creator brief with the products to feature, key messages and do's and don'ts.

Your team can use them side by side in the console, or call each one through the API.

Turn it on

1. Load the data it needs.
2. Install Loyalty Programme Designer from the Agent catalog and add your own instructions (guide).
3. Test it in the Playground, in every language you serve.
4. Invite your team or call it from your own systems.

New to ServiceBuddy? Start with how onboarding works.