Understand playbooks, signals, routes, campaigns, captures, and AI agents.
Understand the customer and business activity Hellotext uses to decide what should happen next.
Pick the first Hellotext outcome to launch based on your data, channel, audience, and business goal.
Configure, test, enable, and monitor a Hellotext playbook before customers enter it.
Change prompts, intents, knowledge, channels, offers, and handoff rules without breaking the playbook's expected behavior.
Understand why an active playbook may wait, skip, or hand off instead of sending a message.
Diagnose why a playbook did not start, did not send, waited, used another channel, or handed off.
Explore common Hellotext playbooks by business goal, from captures and cart recovery to support, retention, campaigns, and custom flows.
Recover abandoned carts with a predictable route, fixed reminders, checkout links, and clear stop conditions.
Recover abandoned carts with AI-personalized follow-up, product context, timing, offers, and handoff.
Decide when to recover carts with a predictable route and when to use an AI cart saver playbook.
Alert interested shoppers when an unavailable product or variant is available again.
Notify interested shoppers automatically when a product price drops.
Turn new subscribers or sign-ups into first-time buyers with a conversion playbook that uses subscription, product, purchase, and channel signals.
Re-engage customers who viewed products but did not add to cart or buy, using browsing signals, timing, and send checks.
Suggest matching products based on what shoppers picked, viewed, or considered.
Help customers choose products with an AI playbook that uses catalog context, product signals, knowledge, and handoff.
Suggest complementary products after a purchase or strong product interest, using catalog, order, stock, and customer signals.
Remind customers to reorder consumable products near their estimated refill window, using product usage, order history, and send checks.
Re-engage customers before they become fully inactive, using recent behavior, product context, and send checks.
Send a birthday message or approved gift code when a customer profile has a birthday today.
Celebrate purchase or relationship anniversaries when Hellotext has a reliable anniversary date for the customer.
Re-engage customers who have been inactive for around three months, using customer history, product context, and send checks.
Make one final win-back attempt for customers who have been inactive for around twelve months, then suppress future recovery attempts automatically.
Help customers check order and shipment status with an AI support playbook grounded in order data and handoff.
Collect product reviews after delivery, route low ratings, and export review data for follow-up.
Ask for satisfaction feedback after a conversation is resolved and route negative responses to the right team.
Measure loyalty after delivery with a 0-10 recommendation question and follow up on detractors.
Answer frequent support questions with an AI support playbook grounded in approved knowledge and clear handoff rules.
Help customers with returns and exchanges using approved policies, order context, and clear handoff rules.
Help customers request order cancellations, understand next steps, and route exceptions to the right team.
Build an AI agent for a specific business job with custom intents, instructions, knowledge, channels, tone, and handoff.
Use journeys to build step-by-step customer flows.
Create a custom journey when a template is not enough.
Define your AI agent’s voice, purpose, and boundaries so it speaks like your brand.
