Finds the moments your lifecycle team should act on next
Strategy AI scans customer data for drop-offs, retention gaps, and conversion opportunities. It explains each finding, waits for approval, then executes.
Trusted by lifecycle teams at
What Strategy AI is built for
Use it when the opportunity is already in your data, but no one has time to find, size, and act on it.
Turns a goal into a running plan
A Quest is a goal you give Sortment: it builds and runs the plan, and asks for your approval when your judgment is needed. Write the outcome in plain language and the Quest works backwards to the audience, journey, campaign and experiment it needs. No brief, no spec, no handoff.
Runs multiple goals at once
Quests run in parallel. While one campaign is running, another is building its audience. Your team gets more done without working longer hours.
Comes back only when it needs you
Nothing goes live without your approval. When a plan is ready — copy to approve, a rollout to greenlight — it surfaces one item, with context, and waits.
“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 Strategy AI does
Finds the signal. Builds the audience. Waits for you to approve.
Finds the drop before your team notices it
Reads your funnel continuously by lifecycle stage, cohort, and recency. When a metric slides, it surfaces the signal — not at the weekly review.
Builds the audience and routes it
Describe what you want in plain language. Strategy AI writes the logic, sizes the segment, flags any overlap, and waits for approval before publishing to your ESP.
Shows its reasoning. Nothing executes without your go.
Every recommendation includes segment size and expected conversion range. Your team approves — then it executes.
Same team. Dramatically more output.
Strategy AI compresses the time between signal and campaign. The execution bottleneck shrinks from weeks to days.
14 Campaigns last quarter
61 Campaigns this quarter
Works with all your data
Sortment connects directly to Snowflake, BigQuery, Redshift, Databricks, ClickHouse, Trino, Postgres and Azure. Segments reflect how customers actually behave.
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.
How Strategy AI works
Connect your warehouse, let Strategy AI monitor the data, and approve the next step before anything goes live.
1 Connect
During onboarding, Strategy AI connects to your warehouse (Snowflake, BigQuery, Redshift, Databricks, ClickHouse, Trino, Postgres or Azure), reads your schema and maps how your customer data is structured.
2 Detect
It continuously scans your data for anomalies, drop-offs, conversion gaps, and high-potential segments, then surfaces them proactively.
3 Recommend and execute
Strategy AI explains the finding, sizes the segment, and recommends an intervention. Once approved, it builds the audience, attribute, or Content AI brief.
Why lifecycle teams use Strategy AI
The strongest use cases start with one specific lifecycle lever: a drop to catch, a conversion window to hit, or a data queue to remove.
Proactive analysis
Strategy AI surfaces drop-offs, conversion gaps, and win-back windows before anyone goes looking.
The finding comes to you — not the other way around.
Cohort drop-offs
Conversion gaps
Reactivation windows
On-demand segmentation
Describe the audience in plain language. Strategy AI writes the logic, sizes the segment, and syncs it to your ESP.
No SQL, no tickets, no queue.
Controlled execution
The agent recommends. You approve. It executes. Speed from the agent, judgment from your team.
Strategy AI works with your team. It doesn't replace it.
How teams use Sortment
Add Sortment to Braze, Iterable, or any other ESP without migrating, or use it to replace your CEP entirely.
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.
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?
Find the growth signals your team is missing.
Book a 30-minute call. See how Sortment turns opportunities into revenue.
No migration · Works alongside your existing stack