The Customer Engagement Platform for high growth companies

The Customer
Engagement Platform for
fast growing teams

Sortment AI understands your business and owns lifecycle programs that drive growth outcomes.

See it in action

OUTCOMES

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TURN LEAD LISTS INTO RELATIONSHIPS

TURN LEAD LISTS INTO RELATIONSHIPS

Turn lead lists into relationships

Speak to customers like you're talking to just them. It works much better.

Monetize existing users

Use data to communicate the most effective value proposition to convert each potential customer

I’ve identified a spike in users who don’t book their first ride after installing the app.

Campaign delivery is unchanged, but fewer users are opening messages.

Metric
Last week
This week

Campaign delivery rate

98%

98%

Campaign open rate

24%

16% ↓

First ride booked

41%

29% ↓

Here are some recommended strategies:

Strategy 1 — Increase discount value

Increase the discount for users who don't book a ride in the first 7 days from 10% to 15%.

Working on it…

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Sortment made it effortless to send timely compliance, directly boosting our revenue.”

Drew Price

VP, Marketing · BryteBridge

How Sortment helped BryteBridge reduce launch timelines by 90%

Read story

Activate new users

Educate users about the most contextual offerings at the right time.

We've launched a Daily commute product, which allows scheduling rides for a week. Create an activation strategy for this feature.

Thought for 12s

Here's a campaign we could launch for next week:

Introducing Daily Commute · Multi-channel Campaign

Users who have booked more than 3 rides in the same week between 7 to 10 AM

Email/SMS/Push notifications announcing the launch of Daily commute highlighting its benefits

Launch on Sunday 5:30 PM

Measure adoption of Daily Commute by Wednesday and propose improvements

Build

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“In gaming, getting users to their first deposit is everything. Sortment helped us bring back dropped-off users to play and deposit using timely, behavior-based notifications.”

Jatin Narang

Co-founder · toast

Toast improved user activation rates by 20% with Sortment

Retain users long-term

Stay ahead of churn by communicating proactively to make things right and to stay top of mind.

The users acquired in March have 27% lesser D30 retention than average. The number of support tickets raised also increased this month.

Recommended strategy

Offer a 10% OFF to users who raise a support ticket in their first month.

Build campaign

More

Working on it…

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“Keeping hundreds of thousands of creators engaged as they grow and change was critical for us. We were able to do that with Sortment even without a retention team.”

Sourabh Pateriya

Founder · Soundverse AI

How Sortment helped Soundverse AI engage with 500k+ creators using personalized journeys

Read story

EASY SETUP

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PUT YOUR CUSTOMER ENGAGEMENT ON AUTO-PILOT

PUT YOUR CUSTOMER ENGAGEMENT ON AUTO-PILOT

Put your customer engagement on auto-pilot

Get up and running quickly, and start seeing real business impact in just a few weeks.

Connect your Data & Channels

Connect your Data warehouses, DBs, SaaS tools, events — i.e. wherever your customer data is. Then connect the channels you wish to communicate on.

Email

WhatsApp

SMS

In-app

Push

Webhooks

Define success

Tell Sortment what you’re trying to move (revenue, activation, or retention) and the limits to work within. Sortment figures out the rest.

Revenue (MRR)

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$84,120

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+ 4%

DAU

Users with at least one session in a day

6%

higher than yesterday

28,182

as of

Yesterday, 6PM

D30 Retention

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41%

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– 1%

Provide context

Sortment gathers context on your business, user journey, brand tone and voice, and your goals to to recommend and build strategies tailored to you.

Setting things up

Studying brand tone and voice

Indexing brand assets

Reviewing past engagement performance

Analyzing user behavior patterns

Understanding goals and constraints

Up next

Prepare initial strategies for review

Draft engagement strategies

Surface assumptions and trade-offs

Calibrate based on feedback

Sortment AI gets to work

Strategy agents find opportunities. Content agents craft messages. QA agents prevent mistakes. Analyst agents optimize campaigns.

Ticket raised

Experiment

Push

Email

Create experiment

in D30 journey to offer 10% and 20% discount to users who raise a support ticket.

Created attributes

No. of tickets raised

Created content

Push

Email

Setting up experiment

Set up monitoring

First 2 weeks

Continuous feedback loop

Agents continuously monitor user behavior and campaign performance. They surface issues, identify opportunities, and translate them into recommendations.

You review, provide feedback, and approve. Agents execute the plan, generate new signals, and continuously refine their approach.

Alert

Opt-in rate decline detected

January–February cohorts are opting in less than last year’s average.

Likely impacting early lifecycle campaigns

Alert

Deliverability trending down

Email deliverability is down 7% WoW.

Observed across 4 recent sends

Insights

Re-engage inactive users nearby

Show popular restaurants in a user’s neighborhood to those who haven’t ordered recently.

Pattern seen in similar cohorts last quarter

CUSTOMER ENGAGEMENT PLATFORM

The Agentic CEP you've been waiting for

Deliver consistent, omnichannel experiences, build hyper-personalized segments, and grow customer lifetime value.

Journeys

Audiences

Campaigns

First 14 Days Onboarding

Draft

Publish

Assistant

Subscription started

Is Push enabled?

Yes

No

Welcome Push

Welcome Email

Reject

Accept

Wait 3 days

Sessions in last 7D

No sessions

Atleast 2

More than 3

'Miss you' SMS

Education tips

Feature teaser

Wait 2 days

Tag 'Promising'

Sortment AI

Create an onboarding journey for new paid subscribers, starting from the moment they subscribe.

Created journey

I’ve created a Day 0–14 onboarding journey focused on first value, habit formation, and early churn prevention.

Any ideas to improve open rates?

Added suggestions to canvas

I’ve added a few suggestions to the canvas for review, including using a light push nudge for users with notifications enabled.

This can increase early visibility during onboarding while keeping email as the primary channel.

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Ask or follow up

Journeys

Audiences

Campaigns

First 14 Days Onboarding

Draft

Assistant

Subscription started

Is Push enabled?

Yes

No

Welcome Push

Welcome Email

Reject

Accept

Wait 3 days

Sessions in last 7D

No sessions

Atleast 2

More than 3

'Miss you' SMS

Education tips

Feature teaser

Wait 2 days

Tag 'Promising'

Sortment AI

Create an onboarding journey for new paid subscribers, starting from the moment they subscribe.

Created journey

I’ve created a Day 0–14 onboarding journey focused on first value, habit formation, and early churn prevention.

Any ideas to improve open rates?

Added suggestions to canvas

I’ve added a few suggestions to the canvas for review, including using a light push nudge for users with notifications enabled.

This can increase early visibility during onboarding while keeping email as the primary channel.

|

Ask or follow up

Build campaigns at the speed of thought.

Build campaigns at the speed of thought.

Make growth experiments smarter and faster than ever.

Make growth experiments smarter and faster than ever.

See it in action

QUESTIONS?

FAQs

Can Sortment send campaigns and run journeys?

Can Sortment send campaigns and run journeys?

Can Sortment send campaigns and run journeys?

Do I need a technical team to use Sortment?

Do I need a technical team to use Sortment?

Do I need a technical team to use Sortment?

Will migrating from my current tools be difficult?

Will migrating from my current tools be difficult?

Will migrating from my current tools be difficult?

Does Sortment work with my existing stack?

Does Sortment work with my existing stack?

Does Sortment work with my existing stack?

Is Sortment secure and compliant?

Is Sortment secure and compliant?

Is Sortment secure and compliant?

Secure & Compliant

Enterprise-grade security for world-class campaigns

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© 2025 Sortment. All Rights Reserved

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sortment

© 2025 Sortment. All Rights Reserved