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Intempt

Recipes

302 recipes. One AI agent.

Ready-to-run playbooks for segments, journeys, dashboards, experiments, and more. Blu builds the whole thing from a single command.

Journeys

Abandoned cart recovery

Emails shoppers who left items behind, three times over three days, and measures how much revenue comes back.

advanced6 steps
Creative

Accessory on a model

Takes a packshot of eyewear, jewelry or a watch and shows it worn by an AI model, with the accessory itself unchanged.

quick1 step
Reports

Account engagement score trend

Scores each account on how many of its users are active and how much they do, weekly, so you can see which accounts are pulling away and which are going quiet.

quickData Analyst1 step
Journeys

Account engagement scoring and plays

Scores each account from 0 to 100 on how its whole team uses the product, then runs a different play for healthy, slipping, declining and inactive accounts.

advanced6 steps
Reports

Account expansion funnel

Tracks how many customers go from viewing pricing to clicking upgrade, starting checkout and landing on a higher plan, and how long each step takes.

quickData Analyst1 step
Dashboards

Account health and churn risk

Answers which accounts need attention this week and whether the customer base is healthy, using engagement scores, retention, net revenue retention and NPS.

standardData Analyst1 step
Workflows

Account level signal to AE task

When several people from one company start using the product in the same fortnight, it briefs an AE and asks them to open a deal.

advanced4 steps
Segments

Accounts at churn risk

Paying accounts the health score has flagged as at risk, with no renewal deal in flight, so your CSMs can step in before they leave.

standard1 step
Reports

Accounts at risk

Counts the accounts whose usage has dropped far enough to be a churn risk, tracks that count weekly, and puts a dollar figure on the revenue attached to them.

quickData Analyst1 step
Segments

Accounts matching your ICP

Accounts that fit your ideal customer profile on size, industry, and country, as the base list for account-based targeting.

standard1 step
Segments

Accounts researching pricing now

Accounts whose people hit your pricing page three or more times in the past week and have no deal open yet, so an AE can reach out while they are still looking.

standard1 step
Segments

Accounts that asked for a demo

Accounts where somebody filled in your demo form in the last month and no deal is open yet, so an SDR can call them back the same hour.

standard1 step
Segments

Accounts with a buying group active

Accounts where three or more people have been using the product in the last two weeks, usually the sign a buying group has formed.

standard1 step
Reports

Activated and paying

Counts only the signups who both use the product habitually and pay for it, so your activation number cannot flatter you.

quickData Analyst1 step
Reports

Activation funnel with velocity

Shows where new users drop out of activation and, just as important, where they stall, with median and 75th percentile timings for every step.

quickData Analyst1 step
Reports

Active versus passive users

Splits your users into producers, consumers, lurkers and inactive each week, so you can see how much of your base is actually doing something.

quickData Analyst1 step
Workflows

Advance the deal when a task is done

Moves a deal to the next stage when the task that gates it is completed, so the pipeline report is not wrong because somebody forgot.

standard3 steps
Journeys

Advocacy asks at the right moment

Asks for a review, a referral or a case study just after a customer wins something, and never asks the same person twice inside 90 days.

advanced6 steps
Journeys

Aha moment reinforcement

Follows up right after someone hits the action that predicts retention, so the first win turns into a habit instead of a one off.

standard4 steps
Workflows

AI account research

Reads a target account's website, pulls out the decision makers, scores the fit against your ICP, and drafts an opener for the rep to edit.

advanced7 steps
Workflows

AI drafted sales replies

Drafts a reply to every inbound sales email using the thread, the deal stage and the buyer's recent product use, and leaves it in the rep's drafts.

advanced3 steps
Workflows

AI inbox triage

Reads every inbound message, works out whether it is sales, support, billing, partnership or spam, and gets it to the right person inside five minutes.

advanced9 steps
Workflows

AI nudge for a stalled deal

Writes a re-engagement email that names the actual blocker from the last call instead of just checking in, and leaves it for the rep to send.

advanced3 steps
Reports

Analytics foundation

Sets up your core analytics in one pass: the key metric, conversion, cohort and user flow reports, then an executive dashboard that pulls the headline numbers together.

standardData Analyst2 steps
Creative

Artwork on a mockup

Puts your artwork onto a t-shirt, mug, billboard or package with realistic lighting, perspective and material.

standard1 step
Segments

At-risk VIP customers

Your biggest spenders who have gone quiet for about six weeks, so you can reach out personally before they drift away for good.

standard1 step
Reports

Average order value trend

Tracks average order value weekly and splits the movement into how many items people buy versus what they pay per item, for new and returning customers.

quickData Analyst1 step
Journeys

B2B contract renewal

Works a renewal like a buying process: the champion at 90 days, the budget holder at 60, everyone at 30, with a health read behind each message.

advanced5 steps
Journeys

B2B lead nurture and routing

Scores inbound leads, hands the sales ready ones to a rep with an owner and a task, and keeps the rest warm with content matched to how close they are.

advanced6 steps
Creative

Background removal

Strips the backdrop and shadow from a product image and returns a transparent cutout you can drop anywhere.

quick1 step
Segments

Big basket buyers

Customers who spend heavily on every single order, so premium bundles and higher tiers go to people who already buy big.

standard1 step
Experiments

Billing toggle default test

Tests whether defaulting the pricing toggle to annual rather than monthly earns more, counting annual plans at full annual value.

standard1 step
Creative

Branded ad from a product

Turns a catalog product and a headline into a finished ad laid out in your Brand Kit colours, fonts and layout.

standard1 step
Creative

Branded beauty close-up

Puts your brand wordmark and cap styling onto the product in a beauty close-up, leaving the model, hands and framing untouched.

quick1 step
Journeys

Breakup email for silent prospects

Sends one honest last email to prospects who never replied, which usually gets a faster yes or no than another follow up would.

quick4 steps
Journeys

Browse abandonment follow up

Reminds people who looked at products but never added anything to the cart, showing the items they viewed and a few they might prefer.

advanced6 steps
Reports

Browse to buy retention

Measures how long first time visitors take to place an order, by acquisition source, so you can tell fast converting channels from slow ones.

quickData Analyst1 step
Reports

Browse to purchase funnel

Shows how many shoppers move from a category page to a product page, cart, checkout and a completed order, and where you lose them on each device.

quickData Analyst1 step
Workflows

Call recording intelligence

Pulls the objections, the talk ratio, the sentiment and the buying signals out of every call recording, files them on the deal, and flags the bad calls.

advanced4 steps
Reports

Campaign performance leaderboard

Ranks every email and SMS campaign of the last 90 days by revenue, with sends, opens, clicks, conversions, open rate, click rate and revenue per send.

quickData Analyst1 step
Content

Cart abandonment push notification

Writes a lockscreen push that brings shoppers back to an abandoned cart, naming the item they left behind.

quick1 step
Reports

Cart abandonment rate

Shows what share of shoppers who add to cart never order, week by week and by device, against the 70% industry line.

quickData Analyst1 step
Experiments

Cart popup timing test

Compares exit-intent, a 30 second delay and no popup at all on cart pages, scored on orders placed within 24 hours.

standard1 step
Workflows

Catch duplicates as they arrive

Checks every new account or contact against what you already have, merges the obvious duplicates, and queues the doubtful ones for a person to judge.

standard8 steps
Reports

Category performance

Shows revenue and units by product category for the last 30 days, against both the previous month and the same month last year.

quickData Analyst1 step
Workflows

Champion change detection

Notices when the person backing a deal goes quiet or leaves, names who could replace them, and gets the rep moving before the deal dies quietly.

advanced4 steps
Experiments

Checkout flow length test

Compares a one-page checkout against a three-step checkout, scored on orders completed within an hour of starting.

standard1 step
Reports

Checkout friction

Shows which checkout step loses you orders, how long shoppers sit on each one, and where mobile is worse than desktop.

quickData Analyst1 step
Journeys

Churn prevention

Flags customers who are drifting away, reaches them automatically while it is still cheap to fix, and pulls in a CSM when it is not.

advanced7 steps
Creative

Cinemagraph loop

Turns a still photo into a looping clip where one element moves, such as steam or a pour, and everything else stays frozen.

standard1 step
Creative

Cinematic ad spot

Turns one product still into a 5 second cinematic spot with slow camera drift and soft particles, no text or logo.

standard1 step
Creative

Cinematic look board

Returns a board of nine cinematic looks from one image, so you can pick the grade you want.

standard1 step
Workflows

Closed lost revival

Goes back to deals lost 90 days ago, checks what has changed at the account, and reopens the conversation where the reason for losing may have expired.

standard5 steps
Dashboards

Cohort LTV by acquisition channel

Shows which acquisition channels bring customers who keep buying, by tracking cumulative revenue per cohort over 12 months against repeat-purchase rate and time to second order.

standardData Analyst1 step
Journeys

Cold outbound sequence

Builds a target list from your ICP, runs a multi touch sequence with a booking link in it, and shows what pipeline came out.

advanced5 steps
Workflows

Community mention listening

Watches Reddit, forums and review sites for people shopping in your category or naming you, and hands the real ones to a human. It never auto replies.

advanced9 steps
Journeys

Competitor signal response

Spots customers comparing you with a rival and answers within hours: a matched email, the capabilities they have not tried, and a briefed CSM.

advanced6 steps
Workflows

Concierge for dormant big accounts

When one of your most valuable accounts stops showing up for a month, it briefs the CSM and asks them to call. Nothing is sent automatically.

standard4 steps
Personalizations

Content blocks by browsing behavior

What someone has been reading on your site decides what they see next: two pricing visits brings up the ROI calculator, a security page visit brings up the security case study.

standard1 step
Journeys

Content download nurture

Follows a gated download with two more pieces on the same topic and a soft invite, and fast tracks anyone who reads all three.

standard4 steps
Experiments

Conversion optimization program

Runs a full optimization cycle: find the worst drop-off, design the test, ship the variants, then kill or promote on the results.

advanced5 steps
Personalizations

CTA wording by account state

The main button reads differently for a first-time visitor, a returning one, someone mid-trial, a free-plan user and a paying customer, instead of one generic prompt.

standard1 step
Reports

Customer lifecycle distribution

Shows how your customers are spread across the six lifecycle stages today, how much revenue sits in each, and who moved between stages in the last month.

quickData Analyst1 step
Dashboards

Customer lifecycle overview

Answers where your customers sit across the six lifecycle stages, how many moved stage this month, and which acquisition cohorts produce the highest lifetime value.

standardData Analyst1 step
Journeys

Customer onboarding

Sets up a new account, gives the CSM a dated checklist, books the kickoff, and walks the customer through to go live.

advanced5 steps
Segments

Customers by acquisition channel

Customers grouped by the channel that brought them in, so you can compare how well each channel's buyers stick around.

standard1 step
Segments

Customers due to re-order

Customers whose last order was one to two months ago and who are about due for another, the moment a running-low reminder lands best.

standard1 step
Workflows

Daily SDR task queue

Ranks each SDR's open tasks by how strong and how fresh the signal is and sends them the top 25 every morning, instead of a chronological list.

advanced4 steps
Reports

Daily, weekly and monthly stickiness

Shows daily, weekly and monthly active users together with the ratios between them, the standard read on how habitual your product is.

quickData Analyst1 step
Reports

Deal velocity by stage

Shows how long deals sit in each sales stage and which stage is the bottleneck, with won deals set against lost ones.

quickData Analyst1 step
Dashboards

Deals to work this week

Answers which open deals need attention now, flagging the ones that have stalled and the ones where only a single contact is engaged.

standardData Analyst1 step
Meetings

Decide which calls get recorded

Sets the rules for when the notetaker joins, by meeting type, deal value and attendee opt-out, so coverage is consistent without toggling it call by call.

standard3 steps
Segments

Decision makers checking pricing

Senior people who looked at your pricing in the last month, so AEs can talk to whoever actually holds the budget.

standard1 step
Meetings

Demo call summary fields

Tells the notetaker what to pull out of every demo: features shown, questions asked, objections raised, who from the buying side attended, and the agreed next step.

standard3 steps
Experiments

Demo form length test

Compares a 3, 5 and 7 field demo request form, so you can see what each extra field costs you in submissions.

standard1 step
Personalizations

Demo or self-serve CTA by company size

Visitors from companies over 200 people see a book-a-demo button. Smaller returning companies see a self-serve sign-up with social proof. Nobody is split at random.

standard1 step
Workflows

Demo request fast path

Enriches a demo request the moment it lands, puts a same day task on the right AE, and posts it to Slack, aiming for first contact inside an hour.

advanced4 steps
Workflows

Discount before a shopper lapses

Sends a Shopify discount to customers whose buying rhythm has broken, judged against their own pattern rather than a fixed number of days.

advanced2 steps
Reports

Discount impact on order value

Shows whether your discount codes actually grow the basket or just hand money away, code by code.

quickData Analyst1 step
Segments

Discount-only buyers

Customers who have never bought anything without a discount code, so you can keep them out of full-price campaigns and protect your margin.

standard1 step
Meetings

Discovery call qualification fields

Tells the notetaker to pull the qualification story out of every discovery call: champion, pain, current tool, decision criteria, timeline and budget.

standard3 steps
Dashboards

Ecommerce lifecycle and retention

Answers how shoppers move between lifecycle stages, when they reorder, and whether your discount codes are adding revenue or eating into it.

standardData Analyst1 step
Dashboards

Ecommerce revenue overview

Answers how much you are making, which channels and categories it comes from, and whether the trend is holding.

standardData Analyst1 step
Creative

Editorial lookbook shot

Produces a full-body editorial fashion photo of an AI model on location, then varies the lighting while holding pose and framing.

quick1 step
Dashboards

Email and SMS campaign results

Ranks every email and SMS send by the revenue it produced, so you can see which subject lines, offers and content earn their place.

standardData Analyst1 step
Journeys

Email click follow up

Treats a click on pricing, a feature page or a case study as interest and sends more on that exact topic, at most once a week.

advanced5 steps
Reports

Email to purchase

Shows how many people who open an email go on to click, view a product and buy, and which campaigns actually earn revenue.

quickData Analyst1 step
Segments

Engaged free users

Free-plan users who are in the product often and recently, so upgrade prompts reach the people already getting value.

standard1 step
Journeys

Engaged users who never buy

Finds free users who behave like paying customers, works out what is actually blocking them, and answers that instead of nagging them to upgrade.

advanced6 steps
Segments

Engaged visitors who never bought

People who use your site a lot but have never placed an order, so you can aim a first-purchase offer at them.

standard1 step
Workflows

Enrich by account tier

Spends enrichment credits in proportion to the account: everything on the enterprise ones, a standard package mid market, and nothing more on poor fits.

advanced7 steps
Workflows

Enrich new accounts automatically

Fills in industry, size, revenue and tech stack for every new account within minutes, scores the fit, and routes the best ones to an owner.

standard4 steps
Segments

Enterprise accounts

Companies with 1,000 or more employees, so your enterprise sellers work from one list.

standard1 step
Workflows

Enterprise signup to AE task

Spots when a self serve signup comes from a large company, enriches it, and puts it in front of an AE instead of leaving it in the free funnel.

advanced4 steps
Reports

Exit paths before cancellation

Shows what people do after they land on your cancel page, and which of those paths end in a save rather than a cancellation.

quickData Analyst1 step
Experiments

Exit-intent offer test

Compares what to offer a visitor about to leave: a discount, a comparison guide, a content download, a survey, or nothing.

standard1 step
Journeys

Expansion play on a usage spike

When an account outgrows its plan, tells the champion they are scaling, gives the budget holder the numbers, and hands the AE a briefed task.

advanced7 steps
Reports

Expansion revenue trend

Shows how much new revenue comes from existing customers upgrading or adding seats each month, and how that compares with revenue from new customers.

quickData Analyst1 step
Experiments

Express checkout placement test

Compares showing Apple Pay, Google Pay and Shop Pay on the product page, in the cart drawer, in both, or only at checkout.

standard1 step
Reports

Feature adoption by plan

Shows which features each plan tier actually uses, as a share of that tier's active users, and whether adoption is rising or falling.

quickData Analyst1 step
Journeys

Feature discovery for paid users

Shows paying customers the features they have never opened, one at a time, picked for the way they actually use the product.

advanced5 steps
Reports

Feature discovery to adoption

Shows how many people who find a feature go on to try it, use it repeatedly, and make it a habit.

quickData Analyst1 step
Reports

Feature to paywall conversion

Shows which features push free users to look at pricing and actually pay, so you know what is worth putting behind the paywall.

quickData Analyst1 step
Reports

Feature usage by signup cohort

Shows whether newer signups adopt each feature as well as older ones did, which is how you catch an onboarding change that quietly broke something.

quickData Analyst1 step
Reports

First purchase LTV curve

Shows cumulative revenue per customer for each monthly cohort as it ages, so you can see which acquisition months and channels pay back.

quickData Analyst1 step
Reports

First session paths after signup

Shows what new users actually do in their first 24 hours and how far that is from the onboarding you designed.

quickData Analyst1 step
Segments

First-time buyers in the repeat window

Customers who bought for the first time in the last month, the period when most second purchases happen.

standard1 step
Content

Flash sale text message

Writes a short text message for a time-limited offer, inside SMS character limits, with a short link to the offer page.

quick1 step
Workflows

Follow a champion who moves

Spots when a champion changes employer and runs both plays: protect the account they left, and chase the one they joined.

advanced9 steps
Reports

Forecast versus quota

Puts closed revenue, weighted forecast and quota target side by side, with pipeline coverage and what is likely to close in the next 30 days.

quickData Analyst1 step
Segments

Free accounts with a team trying it

Free and trial accounts where two or more colleagues are both active, which converts better than one person trying it alone.

standard1 step
Experiments

Free shipping progress bar test

Compares a cart bar counting down to free shipping against no bar at all, scored on revenue and average order value.

standard1 step
Experiments

Free shipping threshold test

Finds which free shipping threshold (50, 75, 99 dollars, or none) earns the most revenue per session, served as a server-side flag.

standard1 step
Reports

Free to paid conversion

Shows how many trials go on to view pricing, start checkout and pay, and which plan loses people at which step.

quickData Analyst1 step
Workflows

Free to paid CSM kickoff

Every upgrade from free to paid creates a CSM kickoff task carrying the customer's whole free period history, due inside five working days.

standard4 steps
Dashboards

Free users worth calling

Answers which free users are showing buying intent and which features push them toward paid, so sales knows who to reach out to.

standardData Analyst1 step
Journeys

Friction rescue

Catches people who are stuck, helps them in the app first, emails a fix if that misses, and brings in an agent or a human if they are still stuck.

advanced7 steps
Dashboards

Fulfillment, returns and refunds

Answers whether orders are shipping on time and where quality problems are hiding, by tracking fulfillment rate, returns and refunds down to the product.

standardData Analyst1 step
Reports

Funnel drop off by source

Runs the same acquisition to retention funnel separately for each traffic source, so you can see which channels bring people who actually stick.

quickData Analyst1 step
Dashboards

GTM health and revenue leakage

Answers where the go-to-market machine leaks over a trailing 90 days, by source and cohort rather than by rep, so you can move spend and fix process.

standardData Analyst1 step
Experiments

Guided vs self-serve onboarding

Compares a self-serve checklist, a guided wizard and a video-first walkthrough, scored on activation within 7 days.

standard1 step
Creative

Hands using the product

Shows hands pouring, applying or holding your product, with no face in frame and small props added around it.

quick1 step
Segments

Healthy accounts with no open deal

Healthy customer accounts nobody is currently selling into, so AEs can see where the expansion room is.

standard1 step
Reports

High value versus low value paths

Puts the journeys of big spenders next to the journeys of small spenders and non buyers, and names the steps that only show up on the profitable side.

quickData Analyst1 step
Segments

High-frequency buyers

Customers who order at least four times a quarter, so loyalty perks and early access go to the people who buy most often.

standard1 step
Segments

High-intent anonymous visitors

Visitors you cannot email yet who keep coming back, so you can retarget them with ads or try to capture an address.

standard1 step
Segments

High-intent visitors

Free and unregistered users who read both your pricing and your docs in the last two weeks, the clearest sign somebody is close to buying.

standard1 step
Segments

High-value cart abandoners

People who walked away from an expensive cart in the last week and have not bought since, so you chase the baskets worth chasing.

standard1 step
Personalizations

Homepage by customer lifecycle stage

Loyal shoppers get a welcome back, lapsed ones get a win-back offer, and new shoppers get an introduction, based on the lifecycle stage already on their profile.

standard1 step
Personalizations

Homepage by visitor industry

Technology, financial services, healthcare and manufacturing visitors each see a hero and proof points for their industry. Visitors you cannot identify see the generic one.

standard1 step
Workflows

Human approval for AI actions

Holds the riskier things an AI workflow wants to do, such as a mass update or a send to a big account, for a yes or no in Slack.

advanced9 steps
Segments

ICP accounts showing intent

Accounts that fit your ideal profile and read both your pricing and your docs this week, with no deal open yet.

standard1 step
Creative

Image upscale

Enlarges a soft or low-resolution image to four times the size with sharper detail and nothing re-rendered.

quick1 step
Workflows

Inbound lead routing

Enriches and scores every inbound lead, then assigns it by named account, territory or round robin so nothing rots in an unassigned queue.

advanced3 steps
Creative

Label wrapped on a package

Wraps your flat label artwork photorealistically around a 3D can, bottle or box, with the label content unchanged.

quick1 step
Experiments

Landing page hero image test

Compares your current hero image against a real product screenshot and a photo of customers or the team. Static images only.

standard1 step
Personalizations

Landing page matched to the ad

The hero repeats the promise of the ad the visitor clicked, so a competitor search, a LinkedIn enterprise ad and a partner referral each land somewhere that matches.

standard1 step
Journeys

Lapsed customer win back

Sorts lapsed customers by how long they have been gone and escalates the offer with the gap, from a gentle nudge to an exclusive deal.

advanced5 steps
Journeys

Lead qualification and handoff

Scores inbound leads, sends the sales ready ones round robin to a rep with the context attached, and puts the rest into nurture.

advanced5 steps
Reports

Lead qualification funnel

Shows how leads move through MQL, SQL, demo and closed won, where they stall, and how long the whole cycle takes.

quickData Analyst1 step
Reports

Lead to customer

Shows how many demo requests turn into booked meetings, completed demos, proposals and closed deals, and which lead sources actually convert.

quickData Analyst1 step
Meetings

Link meetings to the right deal

Finds sales calls from the last 60 days with no deal attached, suggests the right one, and keeps new meetings linked automatically from then on.

standard3 steps
Workflows

Log won deals to a sheet

Adds a row to a Google Sheet every time a deal is won, so finance and ops keep working in the sheet they already have.

starter1 step
Experiments

Loyalty signup offer test

Compares four checkout offers for joining the loyalty programme, scored on how many first-time buyers actually join.

standard1 step
Segments

Marketing consent suppression list

A list of people who never gave marketing consent or have since opted out, so you can exclude them from every marketing send.

standard1 step
Creative

Material and finish swap

Changes the material, finish or colour of a product while the shape, pose, camera angle and shadow stay exactly as shot.

quick1 step
Meetings

Meeting booking and follow-up

Sets up your booking link, routes each request to the right host, confirms it by email, and tracks how many of the people who booked actually show up.

standard4 steps
Journeys

Meeting no show recovery

Assumes a diary clash rather than disinterest and offers an easy reschedule three times over a week, then hands the prospect to nurture.

standard4 steps
Workflows

Meeting prep brief

Sends the host a brief 24 hours before a meeting: who is coming, how the account is doing, every prior touch, and what to talk about.

standard5 steps
Workflows

Meeting reminders before a call

Reminds the other side before a booked meeting at 48 hours, 24 hours and 2 hours, and shows what that does to your show rate.

standard5 steps
Segments

Mid-market accounts

Companies with 100 to 1,000 employees, so your inside sales team works from one list.

standard1 step
Experiments

Mobile sticky add to cart test

Compares a standard add-to-cart button against two sticky bottom bars on mobile product pages, scored on carts created.

standard1 step
Dashboards

Monday morning scorecard

The one page to read before the Monday team meeting: new customers, churn, revenue, retention and engagement, each against last week and last year.

standardData Analyst1 step
Reports

Monthly logo retention

Shows what share of your customers were still subscribed at the end of each month, as a monthly rate and a smoother 3 month average.

quickData Analyst1 step
Reports

Monthly recurring revenue trend

Shows recurring revenue by plan over the last 12 months, with the month on month change and how each month compares with the same month last year.

quickData Analyst1 step
Reports

MRR movement waterfall

Breaks each month's recurring revenue change into new, expansion, contraction, churn and reactivation, so you can see what is really driving growth.

quickData Analyst1 step
Reports

Multi threading coverage

Shows how many people you are actually talking to inside each open deal, and how win rates compare between single threaded and multi threaded deals.

quickData Analyst1 step
Segments

Multi-product buyers

Customers who have bought more than once and spent a meaningful amount, so cross-sell offers reach people with broad interest.

standard1 step
Creative

Multi-shot video from a shot list

Renders every shot in your shot list with one consistent look and joins them into a single reel, with no editor involved.

standard1 step
Personalizations

Named-account homepage hero

Visitors from your target accounts see a hero built for their industry, with their company name and relevant customer logos. Everyone else sees the standard hero.

standard1 step
Reports

Net revenue retention by cohort

Tracks what each monthly cohort of paying customers is worth over time once upgrades, downgrades, churn and reactivations are all counted.

quickData Analyst1 step
Segments

Net-new prospect accounts

Accounts created in the last week that have barely done anything yet, so SDRs know who to contact first.

standard1 step
Segments

New paying customers

Customers who started paying in the last month, the window where onboarding decides whether they stay.

standard1 step
Personalizations

New versus returning visitor hero

First-time visitors get the value proposition. Returning visitors get picked up where they left off, with their abandoned cart if they have one.

standard1 step
Segments

Newly activated users

Paying users who hit their activation milestone in the last week, while they are warm enough to say yes to more.

standard1 step
Journeys

Next best action orchestration

Picks each person's next step from their live signal instead of a fixed cadence: teach, nurture, offer, nudge a feature, recommend, hand off, or wait.

advanced7 steps
Reports

NPS tracking

Tracks your Net Promoter Score month by month with the promoter, passive and detractor split behind it.

quickData Analyst1 step
Personalizations

Offers by visitor country

US, UK and EU, and APAC visitors each see the shipping threshold, currency and promotion for their region instead of one global message.

standard1 step
Creative

On-model product shot

Puts your identity-locked avatar in a scene wearing or holding a catalog product, for lifestyle product photography.

standard1 step
Experiments

Onboarding checklist length test

Compares a 3, 5 and 7 step onboarding checklist for new signups, scored on activation within 7 days.

standard1 step
Segments

One-time buyers going cold

Customers who bought once, have not been back in two months, and are not trending well, so you can give them a reason to return.

standard1 step
Reports

Order status flow

Shows daily order volume alongside how many get fulfilled, refunded or cancelled, and the rate for each.

quickData Analyst1 step
Workflows

Outreach on a funding round

Catches an account raising money, refreshes who works there now, drafts a congratulations with a budget angle, and asks the AE to act within a day.

advanced8 steps
Reports

Paid user retention

Shows whether paying customers keep logging in and keep paying, tracked separately, month by month and by plan.

quickData Analyst1 step
Segments

Paid users going quiet

Paying users who used to log in regularly and have not shown up for a month, so you can reach them before they cancel.

standard1 step
Segments

Paid users losing interest

Paying customers whose usage has dropped off in the last couple of weeks, early enough to fix before it turns into churn.

standard1 step
Reports

Paths after first payment

Shows what new paying customers do in their first week, and how many pay and then vanish.

quickData Analyst1 step
Reports

Paths around a key feature

Shows what leads people to your most valuable feature and what they do straight after using it.

quickData Analyst1 step
Reports

Paths before a support ticket

Shows what people were doing in the product just before they raised a ticket, and which page they gave up on.

quickData Analyst1 step
Reports

Paths from a product page

Shows what shoppers do after landing on a product page: add to cart, keep browsing, search again, or leave.

quickData Analyst1 step
Reports

Payment recovery funnel

Shows how much failed payment revenue you get back, which retry attempt recovers it, and how much is still at risk.

quickData Analyst1 step
Reports

Pipeline value snapshot

Shows what your open pipeline is worth today, stage by stage, alongside a forecast weighted by how often each stage actually closes.

quickData Analyst1 step
Reports

Plan tier mix shift

Shows how revenue and customer count are spread across plans over time, and whether the business is drifting up market or down.

quickData Analyst1 step
Journeys

Post demo nurture

Keeps a demo warm for 90 days with a playbook, a case study, an ROI calculator and a customer story, and pulls the AE in early if they bite.

advanced4 steps
Workflows

Post meeting follow up

Turns a finished call into a recap email, a set of tasks with owners and due dates, and an updated deal, inside half an hour.

advanced5 steps
Journeys

Post purchase follow up

Thanks the buyer, shows them how to use what they bought, asks for a review, and suggests what goes with it.

advanced6 steps
Experiments

Post-purchase upsell placement test

Compares three places to put the upsell on the order confirmation page, scored on extra revenue within 24 hours.

standard1 step
Reports

Power user concentration

Shows how much of your total activity comes from the top 1%, 5% and 10% of users, and how much comes from everyone else.

quickData Analyst1 step
Journeys

Power user pattern detection

Notices people doing a job by hand over and over, shows them the feature that automates it at that exact moment, and asks for a review if it lands.

advanced7 steps
Segments

Power users

Your most active users over the last month, the people to ask for reviews, case studies, and beta feedback.

standard1 step
Reports

Pre churn behaviour signals

Shows what customers do in the month before they cancel, and which of those actions are genuinely unusual compared with customers who stay.

quickData Analyst1 step
Workflows

Pricing page intent to outreach

Treats a repeat pricing page visit, or one after real product use, as a buying signal and puts it on an SDR with the visit context attached.

standard3 steps
Experiments

Pricing page layout test

Compares your current pricing layout against side-by-side cards with a recommended plan and an interactive usage slider.

standard1 step
Creative

Product clip from a still

Turns a static product image into a 5 second clip with a 360 spin, a dolly-in or a floating reveal, plus an optional music bed.

standard1 step
Dashboards

Product engagement and adoption

Answers whether the product is getting more or less engaging, which features people keep coming back to, and how users say they feel about it.

standardData Analyst1 step
Creative

Product in a real setting

Moves a studio packshot into a real-world setting such as a kitchen, office or outdoors, with natural light and depth of field.

quick1 step
Content

Product launch announcement email

Writes a launch-day email in your brand colors and fonts, with the product hero image and a subject line written for opens and clicks.

quick1 step
Content

Product launch microsite

Builds a small launch site (hero, feature pages, call to action, footer) in your brand styling, ready to publish in one click.

standard1 step
Experiments

Product page layout test

Compares your current product page against a full-width hero with a floating details panel and a video-first layout.

standard1 step
Reports

Product qualified lead leaderboard

Ranks the free users showing the strongest buying signals, with a score and contact details, so sales knows who to call first.

quickData Analyst1 step
Workflows

Product qualified lead to SDR task

When a free user's behaviour says they are ready for a conversation, it creates an SDR task carrying everything needed for the first touch.

advanced4 steps
Workflows

Product qualified signal to a HubSpot deal

Opens a HubSpot deal when an account's usage says they are ready to buy, so the pipeline reflects product evidence and not only outbound activity.

standard2 steps
Workflows

Product qualified signal to a Salesforce lead

Creates a Salesforce lead the moment product usage says someone is ready, so a signal the product saw becomes a record a rep can work.

standard2 steps
Recommendations

Product recommendations across channels

Puts product recommendations on your product pages, cart, post-purchase screens and emails, tuned to how the shopper behaves, and measures what they earn.

advanced7 steps
Creative

Product relight

Re-lights a product photo you already have, using a setting, lighting direction and camera angle that you choose.

standard1 step
Creative

Product swap in a scene

Replaces the product in a shot you already have with a different one, keeping the scene, lighting and shadow the same.

quick1 step
Journeys

Quarterly customer progress report

Sends each account a quarterly account of what they got out of the product, in the app and as a PDF they can hand to their own boss.

advanced6 steps
Dashboards

Quarterly experiment retrospective

Pulls every experiment you ran last quarter into one review: what won, what lost, what the results have in common, and what to test next.

standard3 steps
Reports

Quota attainment by rep

Ranks each rep on how much of their quota they closed, with pipeline coverage and a rolling 12 month view so one bad quarter does not read as a trend.

quickData Analyst1 step
Segments

Recent signups

Everyone who created an account in the last month, the audience for your welcome and first-week activation emails.

standard1 step
Segments

Recently cancelled customers

Customers who cancelled in the last month, while the reason is fresh and a win-back still has a chance.

standard1 step
Segments

Recently won accounts

Accounts that became customers in the last quarter, so onboarding and implementation start from one current list.

standard1 step
Experiments

Recommendation algorithm test

Compares three ways of picking recommended products (also bought, recently viewed, trending) on cross-sell revenue.

standard1 step
Creative

Reference-anchored remix

Pin up to four reference images with a weight on each, and get back variations anchored to them (four by default).

standard1 step
Creative

Reference-anchored video remix

Pin up to four video references and get back branded reel variants anchored to them (four by default).

standard1 step
Reports

Refund rate by product

Shows which products get refunded most often and which ones are getting worse, over the last 90 days.

quickData Analyst1 step
Meetings

Renewal call summary fields

Tells the notetaker what to pull out of every renewal call: how the customer is using the product, expansion interest, churn signals and contract changes.

standard3 steps
Segments

Renewals due in 90 days

Paid subscriptions that end within the next three months, so renewal conversations start early instead of the week before.

standard1 step
Dashboards

Rep activity and coaching

Answers which reps need coaching and what separates the top performers, by setting call, email and meeting volume against the revenue it produced.

standardData Analyst1 step
Reports

Rep activity leaderboard

Shows what each rep actually did last month, calls, emails, meetings and tasks, next to the revenue they closed.

quickData Analyst1 step
Segments

Repeat buyers

Customers who have ordered three or more times this quarter and spent real money, the right list for loyalty perks and review requests.

standard1 step
Segments

Repeat cart abandoners

People who have walked away from checkout twice or more this month without buying, usually a sign of friction or price resistance.

standard1 step
Reports

Repeat purchase retention

Shows what share of first time buyers come back to buy again, by month and by the category they bought first.

quickData Analyst1 step
Journeys

Replenishment and cross sell

Reminds people to reorder before they run out, at the pace they actually get through it, and suggests what pairs with it.

advanced6 steps
Reports

Retention lift from a feature

Compares how long users stay when they adopt a given feature in their first week against users who never touch it.

quickData Analyst1 step
Reports

Return rate by category

Shows which product categories get returned most, and which ones have got worse since last quarter.

quickData Analyst1 step
Reports

Revenue by acquisition channel

Shows which channels brought in revenue over the last 30 days, each channel's share, and how the mix has shifted since last year.

quickData Analyst1 step
Dashboards

Revenue by marketing channel

Answers where revenue comes from across paid, organic, email and search. Return on ad spend and cost per acquisition need an ad-spend integration and are not included.

standardData Analyst1 step
Workflows

Revenue notifications in Slack

Posts the wins to one channel and the problems to another, with the person who needs to act tagged, and stays quiet outside working hours.

standard3 steps
Workflows

Review gate for bulk updates

Stops a mass field change, merge or delete above the size you set, shows a sample of before and after, and lets a reviewer approve all, some or none.

advanced9 steps
Dashboards

SaaS growth command center

Answers whether you are growing and whether the growth is healthy, on one canvas: weekly actives, MRR, trial conversion, activation, retention and feature adoption.

standardData Analyst1 step
Journeys

Save them before they cancel

Catches people who open the cancel flow but have not finished it, and answers the reason they gave with a pause, a downgrade, a discount or a call.

advanced5 steps
Experiments

Savings format test

Compares showing a discount as a dollar amount, as a percentage, or as a struck-through compare-at price, scored on revenue.

standard1 step
Experiments

Search ranking test

Compares ranking search results by text relevance, by sales velocity, or by profit margin, scored on revenue after a search.

standard1 step
Reports

Search to purchase

Shows how many on site searches lead to a click, a cart and an order, and compares that with shoppers who just browse.

quickData Analyst1 step
Workflows

Seat expansion signal to AE

Tells the AE when a customer is running out of seats or people from their domain keep signing up, which is the clearest upsell signal there is.

standard4 steps
Workflows

Segment into a Salesforce campaign

Puts a segment's members into a Salesforce campaign, which is how an audience built here becomes something a sales team can run against.

standard2 steps
Meetings

Set up your meeting types

Sorts your calls into a clean set of types so summaries, coaching and reporting all target the right kind of call instead of guessing.

standard6 steps
Agents

Shared inbox with AI drafts

Sets up the shared inbox: reusable replies for the questions you get most, rules that send each message to the right owner, and a view of how fast you respond.

standard4 steps
Creative

Short video reel

Builds a 5 or 10 second reel from a script, using your avatar, a catalog product, or a scene on its own, with voice and music.

standard1 step
Reports

Signup to activation

Shows how many new signups come back, use the core feature and activate within two weeks, and which signup source produces the best ones.

quickData Analyst1 step
Workflows

Single threaded deal alert

Finds late stage deals where only one person on the buyer's side is engaged and gives the rep three other names to bring in.

standard4 steps
Segments

Single-threaded open deals

Open deals at larger companies where only one person is engaged, so an AE can bring more stakeholders in before it stalls.

standard1 step
Creative

Six variants of one ad

Takes an ad you already have and returns six variants, one for each dimension you choose to vary.

standard1 step
Segments

Small business accounts

Companies under 100 employees, the list your self-serve nurture and in-product prompts should run against.

standard1 step
Workflows

Stalled deal detection

Finds deals sitting in a stage far longer than usual with no activity, drafts a nudge that fits the stage, and escalates if they stay stuck.

advanced5 steps
Experiments

Sticky CTA bar test

Compares an always-visible sticky CTA bar, one that fades in after the hero, and no sticky bar at all on marketing pages.

standard1 step
Creative

Studio product shots

Generates clean studio stills of one catalog product, in a background and lighting you pick.

standard1 step
Creative

Styled flatlay

Arranges your product in a top-down flatlay with complementary props styled around it.

quick1 step
Dashboards

Subscription revenue health

Answers whether subscription revenue is compounding or eroding each month and where the leakage is: MRR movement, churn cohorts, failed payments and NRR.

standardData Analyst1 step
Journeys

Sunset inactive subscribers

Gives subscribers who have ignored six months of email one chance to say they still want it, then stops mailing them to protect deliverability.

advanced5 steps
Reports

Support volume versus churn

Puts weekly ticket volume next to cancellations to show whether support spikes tend to come before churn, and by how long.

quickData Analyst1 step
Workflows

Sync Stripe subscriptions

Keeps plan, status, revenue and renewal dates on every profile in step with Stripe, so segmentation and churn reporting match billing reality.

standard3 steps
Workflows

Tag Shopify customers from a segment

Pushes a cohort computed here onto Shopify customers as a tag, so the store can merchandise against it.

standard2 steps
Creative

Talking head from a portrait

Turns a portrait still into a 5 second talking-head loop with subtle lip movement and eye contact.

standard1 step
Creative

Talking portrait

Makes any portrait speak a script you write, in a voice you pick, with the face lip-synced to the audio.

standard1 step
Journeys

Tiered churn intervention

Scores churn risk daily and treats each band differently: content at low risk, in app help at medium, a CSM at high, a founder's email at critical.

advanced7 steps
Reports

Time to first value

Shows how long new users take to reach their first activation goal, so you can tell whether onboarding works in minutes or in days.

quickData Analyst1 step
Reports

Time to second purchase

Shows how long repeat buyers wait before ordering again, which is the number you set replenishment reminders against.

quickData Analyst1 step
Reports

Time to ship

Shows how long orders take to ship, bucketed from same day out past two weeks, with median, 75th and 95th percentile callouts.

quickData Analyst1 step
Reports

Trial activation funnel

Shows how far trial users get through setup and core feature use before the trial ends, and which sources bring trials that activate.

quickData Analyst1 step
Experiments

Trial CTA copy test

Compares three wordings of the trial signup button to see which one gets more people to sign up.

standard1 step
Journeys

Trial to paid activation

Scores how well each trial is going and sends different onboarding to the ones racing ahead, the ones drifting, and the ones at risk.

advanced5 steps
Reports

Trial to paid conversion rate

Shows what share of trials turn into paying customers each week, by signup source, against the 18% industry median.

quickData Analyst1 step
Segments

Trials expiring this week

Trial users whose trial runs out within a week and who have not paid yet, your last chance to convert them.

standard1 step
Segments

Trials most likely to convert

Trial users who are using the product heavily with two weeks left to run, the ones worth a sales call.

standard1 step
Experiments

Trust badges near the CTA

Compares no badges, security badges, guarantee badges and all of them together beside your main call to action.

standard1 step
Creative

Turntable product spin

Turns a product packshot into a slow 360 degree turntable spin video on the same backdrop.

standard1 step
Creative

UGC selfie clip

Turns a handheld selfie still into a 5 second candid clip with a subtle head turn and a natural smile.

standard1 step
Creative

UGC-style product photo

Re-shoots a studio packshot as a candid handheld phone photo of a real person holding the product.

quick1 step
Experiments

Upgrade prompt test

Compares four places to show the upgrade prompt to free users, with timing layered in through audience targeting.

standard1 step
Workflows

Upgrade prompt when limits approach

Catches an account nearing its plan limits, shows the decision maker an upgrade inside the app, and calls an AE in on the bigger ones.

standard5 steps
Workflows

Usage onto the Salesforce opportunity

Keeps the usage fields on an open opportunity current, so the forecast reflects what the account is doing rather than what was said on a call.

advanced2 steps
Workflows

Use a Google Sheet as a list

Turns a sheet your team keeps by hand, target accounts or an event list or a suppression list, into records you can segment and act on.

standard2 steps
Segments

Users close to their plan limit

Users who have used up most of their plan allowance, so you can start the upgrade conversation before they hit the ceiling.

standard1 step
Segments

Users stuck in onboarding

People who signed up a few weeks ago and still drop in now and then, but have never finished setup, so you can help them over the line.

standard1 step
Segments

Users with a failed payment

Users whose payment was declined in the last two weeks, so you can recover the money before the subscription lapses.

standard1 step
Creative

Vertical reel cut

Re-frames a 16:9 landscape shot as a 9:16 vertical reel, ready to post.

standard1 step
Segments

VIP customers

Customers who have spent 1,000 or more across repeat orders, the base list for rewards, early access, and concierge support.

standard1 step
Journeys

VIP loyalty programme

Ranks your best customers into tiers, gives each tier something worth having, and tests which rewards actually keep them.

advanced6 steps
Creative

Virtual interior staging

Furnishes a photo of an empty room, leaving the walls, floor, windows and daylight exactly as they were shot.

quick1 step
Workflows

Waterfall account enrichment

Tries the cheap provider first and only pays for the expensive one when a field is still missing, with AI research as the last resort.

advanced7 steps
Journeys

Webinar follow up

Sends attendees the recording and a next step, sends no shows the on demand link, and shows which webinars actually create deals.

standard5 steps
Reports

Weekly active users

Shows weekly active users next to monthly, and the ratio between them, which tells you whether growth is real engagement or just signups.

quickData Analyst1 step
Reports

Weekly business review

One scorecard with the six numbers to look at every Monday: new signups, new paying customers, churn, revenue, net new customers and engagement.

quickData Analyst1 step
Dashboards

Weekly business review pack

Builds the weekly scorecard, writes the narrative on what moved and why, and posts both to Slack on the cadence you pick.

standardData Analyst3 steps
Workflows

Weekly competitive intel briefing

Checks your competitors' pricing, features, blog, changelog, hiring and reviews every Monday and posts what actually changed to Slack.

advanced8 steps
Workflows

Weekly CRM hygiene audit

Scans every Sunday for duplicates, stale records and missing fields, then hands RevOps a reviewed cleanup queue on Monday morning.

advanced9 steps
Workflows

Weekly forecast rollup

Freezes the pipeline every Monday, sends leadership the weighted forecast and what moved, and keeps the snapshot so last week can be checked.

standard4 steps
Meetings

Weekly rep coaching rollup

Sends each manager a Monday brief on their reps: talk time against the healthy range for that call type, the skill to work on, and the evidence from real calls.

advanced5 steps
Workflows

Weekly segment export to a sheet

Writes a segment into a Google Sheet every week, replacing the CSV someone downloads and re-uploads by hand.

starter2 steps
Reports

Weekly user retention

Shows what share of each week's signups are still coming back at weeks 1, 4 and 12, and which acquisition sources hold up best.

quickData Analyst1 step
Journeys

Welcome series

Introduces your brand to new subscribers over their first week in four emails, and tests the subject lines and the opening offer.

advanced5 steps
Meetings

What buyers push back on

Reads 90 days of call transcripts to rank the objections you hear most, weighted by the deal value behind them, with the buyer's own words attached.

advanced4 steps
Dashboards

What users actually do

Answers where real user journeys diverge from the one you designed, across the first session, feature use, support and the weeks before churn.

standardData Analyst1 step
Dashboards

Will we hit the number

Answers whether the period will close on target and where the risk sits: pipeline coverage, weighted forecast, quota attainment per rep, and past forecast accuracy.

standardData Analyst1 step
Journeys

Win back after cancellation

Goes back to people who cancelled at 30, 60 and 90 days with what has changed, a discount, and a free month, then stops.

standard4 steps
Reports

Win loss analysis

Breaks closed deals into won and lost by lead source, deal size and the stage they died at, so the pattern is visible.

quickData Analyst1 step
Reports

Win rate trend

Tracks win rate month by month with a 90 day rolling line, so you can see the direction without the noise of a single month.

quickData Analyst1 step
Dashboards

Win/loss patterns from closed deals

Reads your closed deals to show which competitors, objections and decision criteria separate the ones you win from the ones you lose.

standard3 steps
Segments

Winnable churned users

People who cancelled in the last two months but used the product heavily before they left, the best odds for a win-back.

standard1 step
Workflows

Write lifecycle back to HubSpot

Pushes the lifecycle stage computed from real product and billing behaviour onto the HubSpot contact, so sales and marketing read the same thing.

standard2 steps

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