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Orbis Pulse: You choose a goal, and the AI decides what to do with each customer

Orbis Pulse is Data4Sales' AI agent that carries out marketing campaigns. You choose a lifecycle goal—such as driving a second purchase or re-engaging inactive customers—set your parameters, and Orbis creates a plan for each customer.

Orbis Pulse · MissionActive · Day 32
Goal: Second Purchase
First-time buyers · Metric: second purchase within 90 days
Mission
Your Limits
WhatsApp and email2 per week9 a.m. to 8 p.m.No discounts
Lucia
WhatsApp · Day 5 · The Perfect Add-on
He bought
Martín
Email · Day 3 · No reply; switch to WhatsApp
Adjust
Ana
Break: Reached weekly limit
Pause
17.8%4,820 customers (17.8%) made a repeat purchase
+5.2 percentage pointsvs. control group

Illustrative example

ObjectiveSecond purchaseUsing its own metrics
LimitsYour RulesChannels, Frequency, and Schedules
PlanOne per customerTactic, channel, and timing
Result+5.2 percentage pointsMeasured against a control group
Why Orbis Pulse

From goal to execution, without setting up campaigns one by one

Until now, each campaign was planned and put together by a single person. Orbis Pulse takes the business objective and breaks it down into thousands of individual decisions, without requiring your team to put together each mailing.

A Goal, Not a Campaign

You tell it what you want to achieve—such as a second purchase or re-engaging inactive customers—and Orbis takes care of the rest.

A plan for every customer

Each person is provided with the approach, channel, and timing that work best for them, based on their background and how they respond.

Incremental results

Each campaign is compared to a control group. You can see how much extra it sold—not just page views and clicks.

How It Works

Four steps— you set the rules

You choose the goal

First purchase, second purchase, preventing customers from leaving, higher average order value, winning back customers, or building loyalty. To each their own metric.

Ex.: second purchase within 90 days

You set your own limits

Channels, maximum frequency per customer, time slots, discounts, and exclusions. Orbis never strays from these guidelines.

Ex.: 2 messages per week, from 9 a.m. to 8 p.m.

Orbis makes decisions on a client-by-client basis

Choose the right tactic for each person from among more than 50 options, and adjust the plan based on whether or not the client responds.

Ex.: payment via WhatsApp on the 5th

Measure and Learn

Compare against a control group, see the incremental results, and learn what works for each type of customer.

Ex.: +5.2 percentage points from second purchase
A plan for every customer

Same mission, a different path for each person

Orbis tailors a plan for each customer based on their behavior: what they bought, what they viewed on your website, which channel they respond to, and how long it’s been since their last purchase. Each step shows why a particular option was chosen, what limitations were evaluated, and what was ruled out.

  • Real-World Signals: Online and In-Store Purchases, Pixel Browsing, Product Affinity, and Predictions
  • Transparent: Every decision explains why it was made
  • Adaptive: If the customer doesn't respond, switch channels or give them a break
Lucía Gómez · Mission PlanIn progress
1 · New Posts in This Category
Email · Day 1 · Related to Running
It opened
2 · Complementary product
WhatsApp · Day 5 · AI-powered carousel
Click
3 · 5-day break
Reached your weekly limit
Pause
4 · Notice that your size is back in stock
WhatsApp · Day 11 · Catalog Alert
He bought

Illustrative example with fictitious data

Tactics

More than 50 tactics. Orbis chooses the right one for each client.

Acquisition and Activation
More customers like your best onesFrom Click to ContactA welcome that hooks them inThe first “yes”Shopping carts that come backInterest that doesn’t fadeIt’s back, it’s on sale, it’s selling outCustomers who bring in more customers
Retention and Development
From one purchase to twoThe Perfect AdditionA newsletter for everyoneJust when you’re running outBefore they leaveMore from your catalogTake it up a notchHigher-priced ticketsIn-store and online, one customer
Re-engagement and Customer Loyalty
We miss youThey're back for goodFirst, your VIPsTheir day, your giftThe customer's voice
Business Calendar
Every big game, at full throttleQuotas that sell
Orbis Pulse and Traditional Automation

From Fixed Rules to Customer-Specific Decisions

Workflows are still the best option for routes you know well. Orbis Pulse adds a layer of AI for situations where each customer has different needs.

What's Changing
Traditional Workflow
Orbis Pulse
Who decidesthe customer's path
Your team designs the steps and conditions.
Your team sets the goal and the boundaries; Orbis decides on the steps.
For whomis the level of customization intended for?
Everyone who enters follows the same route.
Every client has their own plan: their own strategy, channel, and timing.
When doesdoes adaptation change?
When someone edits the workflow.
Every day, depending on what each customer does and how they respond.
How is it measuredthe result
Revenue attributed by cash flow.
Incremental results compared to a control group, by mission and by tactic.
Integrations

Orbis Pulse connects with what you already use

Orbis Pulse makes decisions based on data from all your sources and executes them across the channels you already have connected: more than 50 integrations for the Latin American retail sector.

Home

eCommerce

Customers, orders, shopping carts, and the catalog—all synchronized every day.

VTEXShopifyTiendanubeWooCommerceMagento (Adobe Commerce)PrestaShopFenicio
Home

Brick-and-mortar store, ERP, and CRM

In-store sales follow the same pattern as online purchases.

SAPOracleMicrosoft Dynamics 365SalesforceHubSpotOdooLightspeedBsaleZeta SoftwareYour POS
Home

Website, Customer Loyalty, and First-Party Data

Performance on your site, reviews, and any other sources you already have.

Data4Sales PixelYotpoBigQueryAmazon S3DatabasesAPICSV and Excel
Departure

Messaging Channels

Campaigns, workflows, and customer service tailored to each client's context.

WhatsApp Business APIEmailSMSInstagramFacebook Messenger
Departure

Digital Guidelines

Natively synchronized audiences and lookalikes of your best customers.

Meta AdsGoogle AdsTikTok Ads
Departure

AI Assistants with MCP

View and activate your Data4Sales data from the assistant you already use.

ChatGPTClaudeGeminiGrokPerplexity
  • Daily synchronization, no manual uploads
  • Identity resolution: one unique profile per customer
  • Setup with support from our team
  • Can't find your system? We can connect to it via API, database, or files.
View all integrations
Frequently Asked Questions

Orbis Pulse on Data4Sales

Here are the questions marketing and CRM teams usually ask us before launching their first campaign.

What is Orbis Pulse?

It is the Data4Sales AI agent that carries out marketing campaigns. You choose a goal—such as a second purchase or reactivating inactive customers—set your parameters, and Orbis decides, on a customer-by-customer basis, which tactic to use, through which channel, and when. Results are measured against a control group.

What is a mission?

A mission is a lifecycle goal with its own metrics, such as a second purchase within 90 days. It includes the target audience, your contact limits, and the plan that Orbis creates for each customer. You can see at any time how many customers are participating, which tactics Orbis chose, and how much was sold.

How is it different from a workflow?

In a workflow, you define the steps, and all customers follow the same path. In an Orbis Pulse campaign, you define the goal and the parameters, and Orbis chooses a different path for each customer based on their history, preferred channel, and how they respond. If a customer doesn’t respond via email, Orbis can switch to WhatsApp or give them a break.

What does my computer control?

Everything that matters to the brand: the enabled channels, the maximum frequency of messages per customer, the time frames, whether discounts can be used, and which customers are excluded. Orbis makes decisions solely within those rules.

How are the results of a mission measured?

Each campaign sets aside a control group that does not receive any promotions. Data4Sales compares the participants with that control group and shows you the incremental results—for example, how many more second purchases the campaign generated and how much additional revenue it generated.

What goals can I choose?

First purchase, second purchase, retaining repeat customers, increasing average order value, re-engaging inactive customers, and building loyalty among your best customers. For each objective, Orbis combines more than 50 tactics, ranging from abandoned carts to VIP pre-sales and promotional events.

Tell Orbis what you want to achieve , and see how they make it happen

We'll show you which mission you should activate first based on your business data.