AI agents for marketing & crm

Turn customer and order data into segments and campaign copy, in your brand voice.

10 agents you can switch on today

Segment Builder

Builds customer segments from tiers, cities and purchase behaviour, with counts.

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Who it's for: Your team (console, API)
Data it needs: Customers, Orders
Tools it uses: read-only SQL over your retail data (sandboxed per workspace)

Ask it, for example:

• "How many Club Plus members bought in the last 60 days, by city?"
• "Which cities have the most Club Gold members?"
• "How many customers ordered twice or more in 90 days?"

Campaign Copywriter

Drafts campaign emails, push and social copy featuring real products.

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Who it's for: Your team (console, API)
Data it needs: Products
Tools it uses: semantic product search with filters (price, colour, category)

Ask it, for example:

• "Write a 'party season' email featuring 3 dresses"
• "Write 3 push notifications for a handbag sale"
• "An Instagram post for new summer arrivals"

Churn Win-back

Finds lapsed members, sizes the opportunity and drafts a win-back message with real products.

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Who it's for: Your team (console, API)
Data it needs: Customers, Orders, Products
Tools it uses: read-only SQL over your retail data (sandboxed per workspace); semantic product search with filters (price, colour, category)

Ask it, for example:

• "How many members haven't bought in 60 days, by tier?"
• "Draft a win-back email for lapsed Club Gold members"
• "Which cities have the most lapsed members?"

Campaign Post-mortem

Reviews a promotion's results: sales during vs before, by category, with lessons for next time.

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Who it's for: Your team (console, API)
Data it needs: Promotions, Orders, Order lines, Products
Tools it uses: read-only SQL over your retail data (sandboxed per workspace); sales analytics by category, channel or period

Ask it, for example:

• "How did our last promotion perform?"
• "Post-mortem of the Beauty week campaign"
• "Did the Party season dresses promotion lift dress sales?"

Influencer Brief Generator

Writes a creator brief with the products to feature, key messages and do's and don'ts.

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Who it's for: Your team (console, API)
Data it needs: Products
Tools it uses: semantic product search with filters (price, colour, category); full product details

Ask it, for example:

• "Write an influencer brief for our summer dresses"
• "A TikTok brief featuring 3 beauty products"
• "An Instagram brief for our new handbags"

Campaign Brief Builder

Turns a commercial goal into a campaign brief with audience, message, products, channels and KPIs.

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Who it's for: Your team (console, API)
Data it needs: Products, Customers, Orders
Tools it uses: sales analytics by category, channel or period; semantic product search with filters (price, colour, category); read-only SQL over your retail data (sandboxed per workspace)

Ask it, for example:

• "Brief for a campaign to grow handbag sales"
• "Brief to win back lapsed Club members"
• "A party-season campaign brief"

Loyalty Programme Designer

Analyses spend and frequency by tier and proposes earn, burn and tier changes with their likely cost.

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Who it's for: Your team (console, API)
Data it needs: Customers, Orders, Order lines
Tools it uses: read-only SQL over your retail data (sandboxed per workspace)

Ask it, 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?"

Ramadan Campaign Planner

Plans Ramadan and Eid campaigns with timing, hero products, offers and channels.

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Who it's for: Your team (console, API)
Data it needs: Products, Orders, Order lines
Tools it uses: semantic product search with filters (price, colour, category); sales analytics by category, channel or period

Ask it, for example:

• "Plan our Ramadan campaign"
• "Hero products for Eid gifting"
• "A 4-week Ramadan and Eid calendar"

Beauty Sampling Programme

Targets free samples at customers most likely to convert to full-size beauty purchases.

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Who it's for: Your team (console, API)
Data it needs: Customers, Orders, Order lines, Products
Tools it uses: read-only SQL over your retail data (sandboxed per workspace); semantic product search with filters (price, colour, category)

Ask it, for example:

• "Who should get lipstick samples?"
• "Design a fragrance sampling programme"
• "How many customers buy beauty but not fragrance?"

Paid Search Keyword Manager

Builds keyword lists and negatives by category from the catalogue and best sellers.

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Who it's for: Your team (console, API)
Data it needs: Products, Order lines
Tools it uses: read-only SQL over your retail data (sandboxed per workspace); sales analytics by category, channel or period

Ask it, for example:

• "Keyword ideas for our handbags"
• "Negative keywords for women's dresses"
• "Which categories deserve more search budget?"

Coming next

• Lookalike audiences: Builds lookalike segments from your best customers.
• Lifecycle journey designer: Designs welcome
• Review responder: Drafts on-brand replies to product and store reviews.
• Pet Subscription Churn Analyst: Finds why autoship subscribers cancel and suggests save offers or delivery changes.
• Media Mix Optimiser: Allocates media budget across channels using marketing mix modelling and diminishing returns.
• SEO Content Planner: Plans category and guide content around search demand and gaps against competitors.
• Social Listening Digest: Summarises brand mentions, sentiment shifts and emerging issues across social platforms each day.
• Influencer Discovery Scout: Finds creators whose audience matches target customers, screening for fake followers and brand risk.
• Retail Media Planner: Packages on-site and in-store media inventory into proposals for supplier brands.
• Retail Media Performance Reporter: Reports supplier campaign results on retail media with closed-loop sales attribution.
• Coalition Loyalty Partner Manager: Manages earn and burn partnerships in a multi-brand loyalty programme and reconciles points between brands.
• Recipe Content Generator: Creates recipe content featuring promoted products for email, social and in-store screens.
• Client Event Planner: Plans exclusive client events and guest lists from spend, preferences and relationship history.
• Fixture-driven Campaign Planner: Times campaigns around major sporting fixtures, tournaments and team results.
• Parent Lifecycle Marketer: Sends stage-based offers from pregnancy to school age based on registry and purchase data.
• Pet Birthday Campaigns: Sends birthday treats and offers based on pet profiles to build loyalty with pet owners.
• Upgrade Cycle Targeter: Targets customers due a phone or laptop upgrade based on purchase date and device age.
• Seasonal Car Care Campaigns: Triggers winter and summer car care campaigns by region and vehicle type.
• Author Event Promoter: Promotes signings and author events to readers who bought related titles nearby.
• Health Campaign Compliance: Checks pharmacy marketing against advertising rules for medicines and health claims.
• Commuter Offer Targeting: Targets morning and evening commuter offers by store location and time of day.
• Referral Programme Assistant: Lets customers share referral links, track rewards earned and understand the programme terms.

How to turn them on

1. Load the data each agent needs (upload, API or, soon, a connector to your e-commerce platform).
2. Open Agent catalog in the ServiceBuddy console: agents whose data is present show as ready.
3. Install, add your own instructions, and test in the Playground.