A03

Lifecycle Marketing Agent

High Priority

Campaign and retention copilot

DashboardCX LeadRecommendQueueEcommerce LeadRead onlyConversation / CopilotCEORead onlyRecommendation EngineCX LeadAutonomous low-risk actionApprovalsCX LeadHuman approvalAudit TrailOps LeadHuman approval

KPIs & Targets

Revenue per recipient
Daily · Ops Lead
77.8/ 98.7
x

Source: CRM

flow conversion
Weekly · CX Lead
56.9%/ 67.8%
x

Source: POS

unsubscribe rate
Weekly · CEO
23.0%/ 27.9%
x

Source: Klaviyo

launch velocity
Daily · CX Lead
57.4/ 34.2
x

Source: Warehouse

Charts

Attributed revenue by channel
Average funnel rates
Campaigns by status

Agent Details

Primary Tasks

Email/SMS briefs, segmentation, launch calendars, loyalty, refer-a-friend, replenishment timing

Primary Inputs

Klaviyo, Shopify customer/order events, product catalog, inventory, GA4, consent

Primary Outputs

Campaign brief, segment, copy variants, send time, forecast, suppression list

Success Metrics

Revenue per recipient, flow conversion, unsubscribe rate, launch velocity