Your role here is **light-touch**, we’ve designed it that way to reduce time to value and necessary effort from you and your team. You aren’t required to understand the intricacies of intent data at this stage. Instead our team will work with you to up-skill you on what you need to know to get your first campaigns live and driving value. As you continue using intent, they’ll introduce you to additional concepts to enhance your knowledge.

You’ll:

• Select your Agentic Campaigns (typically 3–5), and define the response you want to have with guidance from your Customer team

• Collaborate on setup; our team works with you to configure your campaigns with no heavy code or design work required

• Go live quickly; the Optimisation Agent immediately begins testing and learning in the background

• Review results; see uplift in engagement, conversion, and revenue through clear, automated reporting

At this stage, ecommerce teams typically begin to:

• Work with new, consistent intent datapoints (such as our proven Intent Framework)

• Segment visitors by intent in real time

• Understand the mindset and composition of their traffic based on the intent of the visitors

• Reframe internal questions from “What’s the bounce rate?” to “What’s the intent stage of this audience?”

This sets the foundation for acting on intent in future stages, but the value of Level 1 is clarity. It’s where you start seeing the gap between how you design and how people buy.

This isn’t a tactical step. It’s a strategic one.

Most brands never stop to rethink the basics, or learned behaviour. Like how they analyse performance, or how they segment visitors. That’s why this stage stands out.

By building a shared language around intent, your team becomes better equipped to question existing metrics, advocate for more relevant experiences, and contribute to stronger, more sustainable growth strategies.

This is the level where brands stop only thinking in pages, and start thinking in stages too.

• Challenge the default metrics. Start by questioning whether conversion rate and bounce rate alone are telling the whole story.

• Ask better questions. In your next optimisation meeting, replace “What’s the drop-off?” with “What’s the visitor’s intent at this stage?”

• Surface new human context. Use intent data to understand how many visitors are actually in-market, and which aren’t, even when they land on the same page.

That’s it. Once your experiences are live, the agent takes over.

At this stage we’ll also set up your lightweight session summary, which sends a simple intent score into your CDP or CRM. This gives you early visibility of behavioural strength without requiring any extra configuration, and lays the groundwork for deeper integrations later on.

Agentic Campaigns are designed to get you live and seeing value fast. They contain a set of pre-configured strategies powered by real-time intent and delivered automatically by the Optimisation Agent. Each strategy is focused on a core part of the customer journey, with multiple response types to choose from depending on your business goals.

These strategies are:

• Browse Abandonment with Intent. Designed to reduces browse abandonment through contextual, real-time prompts.

• Basket Abandonment with Intent. Designed to do the same for basket abandonment.

• Product Visits with Intent. Designed to boost consideration by surfacing value, reassurance or urgency on product pages.

• Returning Visits with Intent. Designed to support returning visitors to pick up where they left off in their journey.

• Experience Optimisation with Intent: Designed to find impact across the entire visitor journey, independent of these other focus areas.

Each of these strategies is powered by intent signals and optimised automatically. You’ll choose the moments and experiences that align with your goals, and the Optimisation Agent managing testing and delivery automatically.

This stage is perfect if you have an established personalisation or optimisation team and you want to begin bringing intent into your ways of working outside of the initial campaigns. If there’s appetite, you can also start exploring post-visit experiences with your visitors, enhancing campaigns such as Abandon Browse or Abandon Cart.

You’ve seen what intent can do, and the value it can bring. Now, you’re ready to scale that impact.

In this sense, Orchestrate means expanding your control over the use cases of intent, allowing you to solve specific business challenges with the framework you’ve seen drive greater impact using Agentic Campaigns.

You’ll go through a period of learning with your Customer Success team to support you in further understanding intent data. This will enable you to begin using intent to solve business specific challenges using our performance dashboard and segment builder. Perhaps you want to focus on a certain traffic source, or category. Interrogating intent data will allow you to highlight segments of opportunity, who can be delivered a targeted campaign using our advanced campaign manager. You’ll also be supported by our Alerts and Notifications, highlighting to you when an opportunity for action arises.

The advanced campaign manager includes dynamic campaigns; allowing you to alter both over-page and in-page content dependant on a visitor’s intent, and sequenced campaigns; where you can build multi-experience campaigns that fire as a visitor moves through different segments. For both of these, executions vary from over-page experiences to in-page dynamic content; such as in-grid content slots on PLP, or homepage carousel banners.

For some of our most advanced customers, you may also wish to use intent within your wider tech stack, such as personalisation platforms. As part of the advanced campaign manager, you’ll gain access to Third Party Triggers - enabling you to embed intent segmentation into existing experience processes.

Finally, at this stage you may begin experimenting with intent outside of your in-session experiences. By integrating Intent with your CDP and CRMs, you can optimise your Abandon Browse and Abandon Cart campaigns based on the summary of a visitor’s session. Or, develop targeted campaigns for visitors based on their Intent Stages & Interests.

Resource needed from your team can vary, based on the complexity of the campaigns you wish to launch. This stage allows you drive even more value from intent campaigns by driving hyper personalisation at scale, whilst you continue to benefit from the Optimisation Agent’s self-learning delivery.

This is where data and decision-making converge. You gain access to the full intent dataset, as well as unlocking the Insight Agent. You start to ask more sophisticated questions of your dataset, for both insights and hypotheses but also campaign performance. Diving deeper into not just what worked, but why, to help you inform what to do next.

Intent shifts from being a trigger for individual campaigns to a strategic intelligence layer within your business. It guides how you shape experiences across the site, and powers personalisation across your stack.

You’re using the most advanced campaign capabilities, such as dynamic component slots that change with a customer’s intent - giving them the right functionality at the right time. You’re beginning to orchestrate journeys rather than launch isolated experiences, using intent as the engine that shapes how a visitor moves through your site in real time.

Why is Stage 3 important?

In Stage 2, you start to work with high-level insights in our performance dashboard, as well as understanding your audience through our segment builder. This is great to identify opportunities for targeted campaigns specific to your business objectives. However we know some customers will want to take this a step further; going beyond these insights to query, analyse, and visualise intent data in depth with full flexibility.

The Systemise stage is about enabling this. You’ll start working directly with the raw, event-level dataset that sits behind the high-level insights. This means you’re no longer confined to aggregated metrics. Instead, you can interrogate the data in full detail: every interaction, signal, and journey. You’ll be able to ask and answer precise questions about performance at an event-level, uncovering not only what happened but why. For example, you might explore how visitors in a specific intent stage behaved on PDPs, how different signals affected engagement for a particular category, or which journeys most strongly influenced conversion.

Beyond understanding your audience, this level of visibility allows you to perform deeper campaign analysis. Rather than simply tracking overall uplift, you can understand the detail, how performance evolved over time, and where opportunities or inefficiencies exist.

You’ll also unlock the Insight Agent, which serves two key roles:

1. General insights: helping you interrogate intent data at scale in relation to your business context. Surfacing patterns, anomalies, and opportunities through natural language questions.
2. Campaign performance analysis: providing deeper context and recommendations around what worked, why, and how to improve or expand on it in future iterations.

This deeper level of analysis allows you to go beyond one-off optimisations and start designing end-to-end experiences rooted in real behaviour, not assumptions. With full access to your dataset, advanced campaign tools, and the Insight Agent, you’re using intent as the foundation for how you design, deliver, and improve your customer journeys.

This is also the moment where you begin orchestrating journeys in a more connected, adaptive way. Ensuring every interaction is shaped by real-time signals rather than static templates or pre-set rules, and pushing the boundaries of what real-time adaptive experiences look like.

Finally, Stage 3 is where your intent data begins to extend beyond the platform. You can integrate directly with cloud and analytics environments, such as GCP, Azure, Snowflake, or CDPs, to join intent signals with your broader data stack (e.g. transactional, CRM, or product-level data). This enables teams to build unified views, automate insight workflows, and run advanced modelling within your own systems.

At the beginning of this stage, we’ll work with you and your team to further enrich your knowledge of intent, and our Intent Framework in order to be able to look at our data, and your website, in a new way

Primary benefit:  You’ll drive even greater impact from intent by uncovering what your visitors actually need, when they need it. Your entire digital experience will begin to be driven by intent, as you reframe how your organisation sees it’s visitors.