Data4Sales

AI and Automation

AI is already being used by marketing and e-commerce teams. Understand the concepts so you can use it wisely and automate repetitive tasks.

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Flow

A flow is an automated customer journey: a sequence of messages and actions that triggers automatically when a customer meets a condition or performs an action.

Shutter

A trigger is the event or condition that activates an automated workflow, such as a first purchase, an abandoned cart, or a certain amount of time without a purchase.

AI Co-Pilot

An AI co-pilot is an assistant who works alongside you: it answers questions, makes suggestions, and prepares tasks, but the final decision is still yours.

Generative AI

Generative AI is a type of artificial intelligence that creates new content—such as text, images, or code—based on patterns learned from large volumes of data.

Context-Aware AI

Context-aware AI is artificial intelligence that understands your data, your customers, and your business rules, and therefore provides responses and actions tailored to your brand.

AI Agent

An AI agent is a system that receives a goal, plans the steps to achieve it, uses tools to carry them out, and adjusts its work based on the results.

Orbis

Orbis is Data4Sales' AI layer: it uses your business data and context to analyze, create audiences, craft messages, serve customers, and achieve goals.

MCP

MCP (Model Context Protocol) is an open standard that enables AI assistants to connect to data sources and external tools in a consistent and controlled manner.

Campaign

A campaign is a one-time delivery of a message to a specific audience on a chosen date, unlike a flow, which operates automatically and continuously.

Marketing Automation

Marketing automation is the use of software to send messages and carry out marketing actions automatically, based on rules, events, and data specific to each customer.

Agentic commerce

Agentic commerce is commerce in which AI agents search, compare, or make purchases on behalf of people, or perform commercial tasks on behalf of brands.