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The agentic customer engagement platform

Lifecycle marketing, run by AI agents.

Sortment is an AI-native customer engagement platform. Its agents understand your business and own the lifecycle programs that drive growth, from activation to retention and revenue.

No migration · Works alongside Braze, Iterable or any ESP

Trusted by 50+ AI-forward businesses and counting

  • Mercury
  • BryteBridge Group
  • Topdog
  • Soundverse
  • NxtWave
  • Koparo
  • Shopflo
  • Rovia
  • Kinetic Age
Use cases

Turn drop-offs into relationships

Speak to customers like you're talking to just them. Here's what teams run on Sortment.

Monetize existing users

Use data to communicate the most effective value proposition to convert each potential customer.

Sortment AI

I've identified a spike in users who don't book their first ride after installing the app.

Campaign delivery is unchanged, but fewer users are opening messages.

MetricLast weekThis week
Campaign delivery rate98%98%
Campaign open rate24%16% ↓
First ride booked41%29% ↓

Here are some recommended strategies:

Strategy 1 — Increase discount valueIncrease the discount for users who don't book a ride in the first 7 days from 10% to 15%.
Working on it…
I'm not sure I can
“Sortment feels less like a tool and more like a colleague on the team. I can hand it goals, analyses, and tasks and see it contribute.”
Ellen RockdaleHead of Lifecycle · Mercury

How Mercury's lifecycle team ships complex personalization without an engineering queue

“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.”
Drew Price · VP, Growth Marketing, BryteBridge Group
Read the BryteBridge story
Easy setup

Put your customer engagement on autopilot.

Get up and running quickly, and start seeing real business impact in just a few weeks.

  1. 1

    Connect your data & channels

    Connect your data warehouses, databases, SaaS tools and events — wherever your customer data is. Then connect the channels you want to communicate on.

  2. 2

    Define success

    Tell Sortment what you're trying to move — revenue, activation, or retention — and the limits to work within. Sortment figures out the rest.

  3. 3

    Provide context

    Sortment learns your business, user journey, brand tone and voice, and goals to recommend and build strategies tailored to you.

  4. 4

    Sortment AI gets to work

    Sortment's agents find the opportunity, write the messages, check every send before it goes out, and measure the lift.

Continuous feedback loop

Agents monitor behavior and performance, surface issues and opportunities, and turn them into recommendations.

You review, give feedback and approve. Agents execute, learn, and refine their approach.

Alert
Deliverability trending down
Email deliverability is down 7% WoW across 4 recent sends.
Insight
Re-engage inactive users nearby
Show popular restaurants in a user's neighborhood to those who haven't ordered recently.
Start where you are

Keep your CEP, or replace it.

Add Sortment to Braze, Iterable, HubSpot or any ESP without migrating — or use it to replace your CEP entirely. It connects straight to your warehouse, so segments reflect how customers actually behave.

Run alongside your CEP

Your warehouse. Your ESP. Sortment sits in between.

Your campaigns keep running while Sortment adds real-time audience building, AI-created data traits, and segment logic you can ship without a data team.

Full CEP replacement

One platform. Every channel. No handoffs.

Journeys, campaigns, segments, content, analytics, and AI agents all run in one platform.

Integrations

Bring your whole stack into Sortment

1,000+ integrations, so Sortment's agents work with the CRM, analytics, support and ad tools your team already uses.

  • HubSpot
  • Salesforce
  • Shopify
  • Stripe
  • Slack
  • Google Analytics
  • Google BigQuery
  • Google Ads
  • Google Sheets
  • Facebook
  • Instagram
  • YouTube
  • Zendesk
  • Gorgias
  • AppsFlyer
  • CleverTap
  • Omnisend
  • Typeform
  • Notion
  • Linear
  • Airtable
  • Pipedrive
  • Attio
  • Gong
  • Calendly
  • Zoom
  • Gmail
  • Figma
  • Canva
  • Dynamics 365
  • Reddit Ads
  • Pinterest Ads
  • Square
  • Supabase
  • Contentful
  • WhatsApp
Not seeing the tool you use?View all integrations

Lifecycle teams shipping more with Sortment

From one-person teams to fast-growing consumer brands: more campaigns, deeper personalization, less waiting on engineering.

Mercury
150%higher conversions on a campaign built with Sortment AI segmentation
“Sortment feels less like a tool and more like a colleague on the team. I can hand it goals, analyses, and tasks and see it contribute.”
Ellen Rockdale
Head of Lifecycle, Mercury
Read story
Questions?

FAQs

Can Sortment send campaigns and run journeys?
Yes. Sortment supports full campaign and journey orchestration, including event and segment triggers, delays, branching, frequency caps, exits, and multi-channel delivery across email, push, and more.
Do I need a technical team to use Sortment?
No. Minimal engineering help is needed for the initial setup, usually about an hour. After that, Sortment’s AI agents handle everything. Your team can engage with your audience without requiring technical assistance.
Will migrating from my current tools be difficult?
No. Sortment's AI migration agents move your campaigns, journeys and templates over within a day, with white-glove onboarding for every customer. Your campaigns will continue to run smoothly throughout the transition.
Does Sortment work with my existing stack?
Yes. Sortment integrates with all popular analytics, product, CRM, and data tools. We’re constantly adding new integrations so you can connect and grow with confidence.
Is Sortment secure and compliant?
Yes. Sortment is SOC 2 compliant, ISO 27001 certified, and GDPR compliant. Your data is always safe, private, and never used for model training.

See what Sortment can do for your goals.

Book a 30-minute call. We'll walk you through Sortment with your goals, your data and your stack in mind.

No migration · Works alongside your existing stack