QUESTS

Set a goal. Sortment AI achieves it.

Finds the moments your lifecycle team should act on next

Set a goal. Sortment AI achieves it.

Quests takes a business outcome you care about, builds the execution plan, and runs it. Your team steps in only when a decision genuinely needs one.

Quests takes a business outcome you care about, builds the execution plan, and runs it. Your team steps in only when a decision genuinely needs one.

No credit card · No migration · One revenue metric moved in 30 days

No credit card · No migration · One revenue metric moved in 30 days

Why Quests exist

Why teams use Quests

Use it when your team knows what they're trying to achieve but has no bandwidth to actually get there.

Turns a goal into a running plan

Write the outcome in plain language. Quests works backwards — audience, journey, campaign, experiment — and starts. No brief, no spec, no handoff.

Runs multiple goals at once

Quests handles execution in parallel. While one campaign is running, another is building its audience. Your team's output multiplies without their hours going up.

Comes back only when it needs you

Routine execution it handles on its own. When a decision needs your judgment — approving copy, greenlighting a rollout — it surfaces one item, with context, and waits.

Got it. I'll target KYC-verified users with no first deposit, build a 3-touch re-engagement journey, and run a subject line experiment. I'll come back for your approval before anything goes live.

#
Action
Status

1

Audience: KYC, no deposit

Built

2

Journey: 3-step

In prog

3

Email copy variants

Queued

4

A/B: Subject line test

Queued

Improve onboarding conversion from 6% to 8% in 2 weeks

Running…

1 of 4 steps complete

|

Turns a goal into a running plan

Write the outcome in plain language. Quests works backwards — audience, journey, campaign, experiment — and starts. No brief, no spec, no handoff.

Runs multiple goals at once

Quests handles execution in parallel. While one campaign is running, another is building its audience. Your team's output multiplies without their hours going up.

Comes back only when it needs you

Routine execution it handles on its own. When a decision needs your judgment — approving copy, greenlighting a rollout — it surfaces one item, with context, and waits.

Got it. I'll target KYC-verified users with no first deposit, build a 3-touch re-engagement journey, and run a subject line experiment. I'll come back for your approval before anything goes live.

#
Action
Status

1

Audience: KYC, no deposit

Built

2

Journey: 3-step

In prog

3

Email copy variants

Queued

4

A/B: Subject line test

Queued

Improve onboarding conversion from 6% to 8% in 2 weeks

Running…

1 of 4 steps complete

|

Why Quests exist

Why teams use Quests

Use it when your team knows what they're trying to achieve but has no bandwidth to actually get there.

Turns a goal into a running plan

Write the outcome in plain language. Quests works backwards — audience, journey, campaign, experiment — and starts. No brief, no spec, no handoff.

Runs multiple goals at once

Quests handles execution in parallel. While one campaign is running, another is building its audience. Your team's output multiplies without their hours going up.

Comes back only when it needs you

Routine execution it handles on its own. When a decision needs your judgment — approving copy, greenlighting a rollout — it surfaces one item, with context, and waits.

Got it. I'll target KYC-verified users with no first deposit, build a 3-touch re-engagement journey, and run a subject line experiment. I'll come back for your approval before anything goes live.

#
Action
Status

1

Audience: KYC, no deposit

Built

2

Journey: 3-step

In prog

3

Email copy variants

Queued

4

A/B: Subject line test

Queued

Improve onboarding conversion from 6% to 8% in 2 weeks

Running…

1 of 4 steps complete

|

“I feel like I'm able to, in 20% of my time, execute on what normally a team of three to five full-time lifecycle marketers would do — without needing engineering, data, or shared resources.”

Drew Price, VP, Growth Marketing, BryteBridge Group

“I feel like I'm able to, in 20% of my time, execute on what normally a team of three to five full-time lifecycle marketers would do — without needing engineering, data, or shared resources.”

Drew Price, VP, Growth Marketing, BryteBridge Group

What changes

What your team can actually do with Quests

Same team. More in motion.

Run more goals at once

One marketer can run three goals in parallel. Quests handles the execution on all of them simultaneously, no bottleneck, no handoffs, no wait for someone to free up.

Active Quests

2 running · 0 open

Onboarding conversion from 6% to 8% in 14 days

Current status

Day 4 of 14

Current: 6.5%

Last action: Journey step 2 sent

2 hrs ago

Feature adoption: 10 users adopt Analytics

Current status

Day 7 of 20

Current: 6 users

Last action: In-app tooltip triggered

4 hrs ago

From goal to live, fast

No briefing. No back-and-forth. No waiting for a designer or a data pull. You write the outcome, Quests writes the plan and starts, usually the same day.

Keep bounce rate below 3.2% this month

Prepared execution plan

#
Action
Status

1

High-bounce segment identified

Built

2

Re-engagement journey

In prog

3

Email cadence (3-touch)

Queued

4

In-app nudge for day 3

Queued

5

Threshold monitor: daily check

Queued

Working while you're not

Quests runs overnight, through weekends, across timezones. Every action is logged. When you check in the morning, it's already further along.

Active Quests

02:14 AM

Onboarding conversion

Running

Journey step 2 sent · 1 min ago

Feature adoption

Running

Audience segment refreshed · 8 min

Win-back campaign

Running

Experiment variant selected · 23 min

Your real decisions, only

Routine execution it handles alone. When something needs your judgment, approving copy, greenlighting a rollout, calling an experiment, it surfaces one item at a time.

Experiment complete. Variant B won with 23% higher CTR. Ready to roll out to full audience of 8,200 users. Approve?

A

Variant A

24.1%

B

Variant B

19.8%

Holdout Group

10%

Always know what's happening

Every action is logged and attributed. See what ran, what's live, what's coming. If you don't like where it's going, tell it, it adjusts.

2 hrs ago

Audience built · 4,812 users KYC-verified, no deposit, 7d

1 hr ago

3-step re-engagement journey created and scheduled

45 min ago

Email copy drafted · sent to you

20 min ago

Email copy approved by you

10 min ago

Campaign launched · 4,812 entered

What one marketer built in a year

BryteBridge scaled a new brand from 2 states to 20 with one lifecycle marketer, no data engineering team, and Sortment.

10x

Revenue, year-over-year

2,000+

Campaigns shipped in 12 months

1

Marketer. No engineers.

Under the hood

How Quests works

Give it the outcome. It builds the plan, runs the execution, and checks in only when your judgment is actually needed.

1

Define

Tell Quests what you want to move — a rate, a deadline, a number to hold. That's the brief.

2

Plan & Execute

Quests builds an execution plan and starts. Audiences, journeys, campaigns, experiments — it keeps going until the goal is hit or the window closes.

3

Approve & redirect

Your team gets pulled in only when their call is actually needed. Approve, edit, or change direction. Everything is logged.

The business case

Why lifecycle teams use Quests

The clearest use cases start with one number to move, one deadline to hit, one metric going the wrong way.

Goal-oriented, not task-oriented

Most AI tools complete tasks — finish the work, hand it back, wait for the next one. Quests holds the goal and keeps working toward it.

The goal doesn't come back to your team. It stays with Quests.

Plain-language goal input

Quests writes the execution plan

No task hand-offs back to you

Working while your team isn't

Quests runs 24/7. It doesn't need a standup or a ticket or someone to be free before it moves. More goals run at once. Your team's output goes up without their hours going up with it.

Output goes up. Headcount stays the same.

Multiple goals running simultaneously

No bandwidth ceiling on execution

Results compound as each Quest learns

Human judgment where it counts

Quests handles execution. Your team handles judgment. Humans don't leave the loop — they just stop doing the parts that don't need them.

Speed from the agent. Judgment from your team.

Approval gates only at genuine decision points

Every action attributed and reversible

Redirect the Quest at any time

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.

Pilot with your existing stack

Full CEP replacement

Keep your CEP, add Sortment where it helps.

Your warehouse. Your ESP. Sortment sits in between.

Strategy AI monitors your customer data, finds growth opportunities, and turns them into segment logic and campaign direction your team can send through your existing ESP.

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

Find the growth signals your team is missing.

Find the growth signals your team is missing.

Book a 30-minute call. See how Sortment turns opportunities into revenue.

Book a 30-minute call. See how Sortment turns opportunities into revenue.

QUESTIONS?

FAQs

What does Strategy AI actually do?

Does Strategy AI execute automatically or does it need approval?

What kind of data does Strategy AI need?

How is Strategy AI different from a dashboard or BI tool?

Can Strategy AI work alongside my existing lifecycle team?

Secure & Compliant

Enterprise-grade security for world-class campaigns

Why Quests exist

Why teams use Quests

Use it when your team knows what they're trying to achieve but has no bandwidth to actually get there.

Turns a goal into a running plan

Write the outcome in plain language. Quests works backwards — audience, journey, campaign, experiment — and starts. No brief, no spec, no handoff.

Runs multiple goals at once

Quests handles execution in parallel. While one campaign is running, another is building its audience. Your team's output multiplies without their hours going up.

Comes back only when it needs you

Routine execution it handles on its own. When a decision needs your judgment — approving copy, greenlighting a rollout — it surfaces one item, with context, and waits.

Got it. I'll target KYC-verified users with no first deposit, build a 3-touch re-engagement journey, and run a subject line experiment. I'll come back for your approval before anything goes live.

#
Action
Status

1

Audience: KYC, no deposit

Built

2

Journey: 3-step

In prog

3

Email copy variants

Queued

4

A/B: Subject line test

Queued

Improve onboarding conversion from 6% to 8% in 2 weeks

Running…

1 of 4 steps complete

|

Turns a goal into a running plan

Write the outcome in plain language. Quests works backwards — audience, journey, campaign, experiment — and starts. No brief, no spec, no handoff.

Runs multiple goals at once

Quests handles execution in parallel. While one campaign is running, another is building its audience. Your team's output multiplies without their hours going up.

Comes back only when it needs you

Routine execution it handles on its own. When a decision needs your judgment — approving copy, greenlighting a rollout — it surfaces one item, with context, and waits.

Got it. I'll target KYC-verified users with no first deposit, build a 3-touch re-engagement journey, and run a subject line experiment. I'll come back for your approval before anything goes live.

#
Action
Status

1

Audience: KYC, no deposit

Built

2

Journey: 3-step

In prog

3

Email copy variants

Queued

4

A/B: Subject line test

Queued

Improve onboarding conversion from 6% to 8% in 2 weeks

Running…

1 of 4 steps complete

|
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