CX Automation: Routing
Here’s how you can personalize customer experiences today
How can you create a unique experience for each customer? Today, segmentation and automation let you customize for each customer.
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Segmentation
Group people based on the information they give you and the actions they take. Create separate experiences for each segment of your customers.
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Split automations
Get more control over your automations. See what works and give customized experiences without creating dozens of automations.
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Goals and go-tos
Pull each contact to the right stage of your funnel. Move people through your automations based on their goals – and yours.
The future of routing is even more personal
Today, automations aren’t personal enough. We’re changing that – and routing is only part of the story.
Timing
Create unique pauses and send times, so that every message arrives at the perfect moment.
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The 6 principles of CX Automation
Automation is stale. These are the guiding principles that will fix it.
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Every person should get a unique experience
People are different, and automation should give each person exactly what they need.
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You shouldn’t need to start with a blank slate
Smarter automation helps you build, so you don’t need to build everything one at a time.
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The perfect experience changes over time
Automations should update themselves, to save you the work of maintaining complex, powerful automations.
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You know your business – you should still be in control
You know your customers. You should still be able to add a human touch. Even as automation gets smarter, you still need to be the one who holds the reins.
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Ideal experiences change from business to business
Your business is different. Automations should optimize based on the metrics that matter to you – not just generic clicks and opens.
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It’s not just messaging – it’s everything that affects your customers
Automation controls more than messages – it manages everything (including your own team) that will affect the customer experience.