Analyst AI

Answers all questions about your lifecycle performance.

Answers all questions about your lifecycle performance.

Analyst AI monitors campaigns and journeys continuously, builds dashboards on demand, and explains what's driving every metric change.

Analyst AI monitors campaigns and journeys continuously, builds dashboards on demand, and explains what's driving every metric change.

No credit card · No migration

No credit card · No migration

Why did DAU drop this week?

DAU is down 8% since Tuesday, likely tied to send frequency on your onboarding journey.

DAU

Users with at least one session in a day

8%

vs last week

21,840

as of

9 AM, Today

Generating charts…

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When lifecycle teams use it

What Analyst AI is built for

Content AI helps lifecycle teams move from campaign brief to copy, templates, variants, and QA in one workflow.

Revenue attribution on demand

Which campaigns are generating revenue? Analyst AI answers from your warehouse, not a dashboard estimate.

Get the explanation, not just the number

When a metric drops, Analyst AI tells you why — distinguishing between fatigue, frequency, audience size, and data sync issues.

A/B readouts without waiting for the data team

Analyst AI runs experiment comparisons directly from your warehouse and writes the interpretation.

Ranked Q2 campaigns by revenue per email and compared each to last quarter.

Top 2 campaigns that drove the most revenue per email this quarter?

Thought for 10s

  1. Reactivation

Best revenue campaign

18%

vs last quarter

$4.80

revenue per email

  1. Win-back May

Second-highest performer

6%

vs last quarter

$2.40

revenue per email

Looking for performance drivers...…

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“Analyst AI gave us a live view of attribution the same day we connected Redshift. We stopped guessing and started making calls based on what the data actually said.”

Jatin, Co-founder, Toast

From signal to action

What Analyst AI does

Watches everything. Explains what changed. Tells you what to do.

Catches problems before they show up in revenue

Engagement drops and retention risks surface in Analyst AI before they appear in your weekly numbers. It watches every active campaign continuously — no scheduled pull, no one needing to check.

I've spotted a drop in your win-back sequence. Campaign delivery is unchanged.

Metric
Last week
This week

Campaign delivery

98%

98%

Open rate

26.7%

18.4% ↓

Click rate

4.1%

2.8% ↓

Likely cause: Subject line fatigue. Same format used 4× in 14 days.

Tells you why the metric changed — not just that it did

Subject line fatigue. Send frequency. Audience exhaustion. Data sync delay. Analyst AI distinguishes between these causes, ranks the most likely ones, and rules out the ones that don't fit.

Explanation
Status
  1. Subject line fatigue

Same format 4x in 14 days

Likely

  1. Send frequency

3 sends in 14 days

Likely

  1. Timing anomaly

All clear

Ruled out

A/B readouts without waiting for the data team

Compares Group A vs Group B on revenue, conversions, and engagement. Queries your warehouse directly and produces a decision-ready interpretation.

Group A
Group B

Revenue/user

$4.80

$1.40

Conversions

4.1%

1.2%

Problems surface in minutes, not at the weekly review

A drop that used to sit unnoticed for 7 days now surfaces in under 15 minutes. The same team gets ahead of problems instead of cleaning them up after the fact.

Time from issue to team awareness (Avg.)

7 days

Last quarter

14 mins

This quarter

Reads from your warehouse directly

Connects to Snowflake, BigQuery, and Databricks. Answers come from the same data your analytics team uses — not a dashboard approximation.

When lifecycle teams use it

What it does

Finds the signal. Builds the audience. Waits for you to approve.

Revenue attribution on demand

Which campaigns are generating revenue? Analyst AI answers from your warehouse, not a dashboard estimate.

Get the explanation, not just the number

When a metric drops, Analyst AI tells you why — distinguishing between fatigue, frequency, audience size, and data sync issues.

A/B readouts without waiting for the data team

Analyst AI runs experiment comparisons directly from your warehouse and writes the interpretation.

Ranked Q2 campaigns by revenue per email and compared each to last quarter.

Top 2 campaigns that drove the most revenue per email this quarter?

Thought for 10s

  1. Reactivation

Best revenue campaign

18%

vs last quarter

$4.80

revenue per email

  1. Win-back May

Second-highest performer

6%

vs last quarter

$2.40

revenue per email

Looking for performance drivers...…

|

Revenue attribution on demand

Which campaigns are generating revenue? Analyst AI answers from your warehouse, not a dashboard estimate.

Get the explanation, not just the number

When a metric drops, Analyst AI tells you why — distinguishing between fatigue, frequency, audience size, and data sync issues.

A/B readouts without waiting for the data team

Analyst AI runs experiment comparisons directly from your warehouse and writes the interpretation.

Ranked Q2 campaigns by revenue per email and compared each to last quarter.

Which campaigns drove the most revenue per email this quarter?

Thought for 10s

  1. Reactivation

Best revenue campaign

18%

vs last quarter

$4.80

revenue per email

  1. Win-back May

Second-highest performer

6%

vs last quarter

$2.40

revenue per email

Looking for performance drivers...…

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From player data to deposit growth

Analyst AI helped Toast identify where users were dropping, surface dormant cohorts, and turn those insights into lifecycle campaigns.

5x

Increase in first-deposit conversion

5%

Dormant users returned and re-deposited

1 day

To connect Redshift and get onboarded

Setup and use

How Analyst AI works

Connect your data once. It monitors continuously and flags what changes.

1

Connect

Connects to your warehouse and your ESP. During onboarding it learns your metrics and baseline benchmarks.

2

Monitor

Watches all active campaigns continuously. When a metric crosses a threshold, it surfaces an alert — no scheduled pull or manual check needed.

3

Explain and recommend

Every alert includes what changed, the most likely cause, and a specific recommended action. Apply the change — Analyst AI monitors whether it works.

The business case

Why lifecycle teams use Analyst AI

When your team finds out about problems a week late — or waits days for a data pull.

Early Warning

Analyst AI watches every active campaign continuously. When a metric drops, it surfaces the alert in minutes, not at the next weekly review.

Know before the damage compounds.

Open rate monitoring

Click rate anomalies

Revenue per email alerts

Root Cause

A metric change without an explanation isn't actionable. Analyst AI ranks the most likely causes and rules out the ones that don't fit.

Cut straight to what changed.

Subject line fatigue

Send frequency

Audience exhaustion

Attribution Clarity

Analyst AI returns campaign-level attribution from your warehouse broken down by cohort and time period, not estimated.

Revenue tied to the campaign that earned it.

Revenue per email

Campaign-to-order attribution

Cohort revenue comparison

Start where you are. Go as far as you want.

How teams use Sortment

Add Sortment to Braze, Iterable, or any other ESP without migrating, or use it to replace your CEP entirely.

Work with your existing stack

Full CEP replacement

Keep your CEP, add Sortment where it helps.

Your warehouse. Your ESP. Sortment sits in between.

Analyst AI connects to your warehouse, explains drops, compares cohorts, builds dashboards, and turns performance questions into clear next steps.

Replace scattered tools with one AI-native CEP.

One platform. Every channel. No handoffs.

Sortment replaces your CEP entirely. Journeys, campaigns, segments, content, analytics, and AI agents all run in one platform.No more coordinating across Asana, Jira, or Slack. No shared resources, no data team tickets, no waiting. Everything your lifecycle team needs to execute, in one place.

Email

WhatsApp

SMS

In-app

Push

Webhooks

Get my first journey report

Get my first journey report

Start a 30-day pilot with Analyst AI. It connects to your campaign data, starts monitoring immediately, and surfaces its first findings within the first week.

Start a 30-day pilot with Analyst AI. It connects to your campaign data, starts monitoring immediately, and surfaces its first findings within the first week.

QUESTIONS?

FAQs

Can Sortment send campaigns and run journeys?

Do I need a technical team to use Sortment?

Will migrating from my current tools be difficult?

Does Sortment work with my existing stack?

Is Sortment secure and compliant?

Secure & Compliant

Enterprise-grade security for world-class campaigns

When lifecycle teams use it

What it does

Finds the signal. Builds the audience. Waits for you to approve.

Revenue attribution on demand

Which campaigns are generating revenue? Analyst AI answers from your warehouse, not a dashboard estimate.

Get the explanation, not just the number

When a metric drops, Analyst AI tells you why — distinguishing between fatigue, frequency, audience size, and data sync issues.

A/B readouts without waiting for the data team

Analyst AI runs experiment comparisons directly from your warehouse and writes the interpretation.

Ranked Q2 campaigns by revenue per email and compared each to last quarter.

Top 2 campaigns that drove the most revenue per email this quarter?

Thought for 10s

  1. Reactivation

Best revenue campaign

18%

vs last quarter

$4.80

revenue per email

  1. Win-back May

Second-highest performer

6%

vs last quarter

$2.40

revenue per email

Looking for performance drivers...…

|

Revenue attribution on demand

Which campaigns are generating revenue? Analyst AI answers from your warehouse, not a dashboard estimate.

Get the explanation, not just the number

When a metric drops, Analyst AI tells you why — distinguishing between fatigue, frequency, audience size, and data sync issues.

A/B readouts without waiting for the data team

Analyst AI runs experiment comparisons directly from your warehouse and writes the interpretation.

Ranked Q2 campaigns by revenue per email and compared each to last quarter.

Which campaigns drove the most revenue per email this quarter?

Thought for 10s

  1. Reactivation

Best revenue campaign

18%

vs last quarter

$4.80

revenue per email

  1. Win-back May

Second-highest performer

6%

vs last quarter

$2.40

revenue per email

Looking for performance drivers...…

|
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