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Email & CRM Optimization

Email & CRM Optimization

The Engagement Optimization Agent analyzes campaign data to identify the best time slots, channels, and strategies for maximizing engagement and ROI. Built for CRM and performance marketers, it delivers clear, actionable insights through smart cohort analysis and business-focused logic.

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TOOLS / INTEGRATIONS
Marketo
Salesforce
PARTNERS
GWC DATA.AI
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Benefits

The Engagement Optimization Agent performs advanced behavioral cohort analysis to identify high-performing day/time slots, optimal channels, and campaign strategies that maximize engagement rates and ROI. Designed for CRM and performance marketers, it operates over campaign_historical_data to extract actionable insights using clean logic, realistic business justifications, and precise calculations.

Problem Addressed:

Aging or overstocked inventory often leads to unnecessary carrying costs, financial losses, and inefficiencies across storage locations. Manual review of inventory health is time-consuming and prone to delays.

What the Agent Does:

AI agent identifies the most impactful day and time combinations to send Email and SMS campaigns using historical CRM data. It performs cohort-based analysis on engagement metrics and provides actionable strategy insights to CRM teams.This AI agent Also automates cohort-based A/B testing simulations using real performance data across Email and SMS campaigns. It evaluates variant performance, identifies statistically significant lifts, and generates insights with marketing-grounded justification

Standout Features:

Cohort-Driven Performance Intelligence
Uses send-day and hour-based cohort analysis to identify peak engagement windows and optimal messaging strategies across both Email and SMS channels.
ROI-Focused Channel & Campaign Insights
Evaluates Email vs SMS using real ROI and conversion metrics to recommend the most cost-effective engagement path per campaign.
Automated A/B Test Generation with Real Lift
Simulates 10 real-world A/B tests using historical campaign variants, ensuring at least 38% performance lift based on open, click, or conversion rates.
Marketing-Contextual Recommendations
Every insight is supported by realistic marketing rationale no generic conclusions enabling strategic decision-making tailored to campaign tone, urgency, or promo timing.

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Magic ETL
App Studio
Workflows
Agent Catalyst
Data Science