Pricing

Automate customer segmentation with Relevance AI and Swiftask

Swiftask orchestrates your data with Relevance AI to segment audiences instantly. Target the right profiles with surgical precision, automatically.

Result:

Boost conversion rates by delivering ultra-personalized messages based on dynamic segments updated in real-time.

Manual segmentation holds back your marketing growth

Static customer segmentation is obsolete. Your teams spend hours manipulating spreadsheets, creating segments that are already outdated by the time they are used. This latency kills campaign effectiveness and degrades customer experience.

Main negative impacts:

Inaccurate marketing targeting: Static segmentation ignores recent behavior changes, leading to irrelevant messaging and lower engagement rates.
High operational costs: Manually updating prospect lists consumes valuable time that should be spent on strategy and creative work.
Underutilized customer data: Your databases contain rich insights that traditional methods cannot extract or turn into actionable segments.

Swiftask connects your data to Relevance AI to automate segmentation. The AI analyzes behaviors, adjusts segments continuously, and syncs results with your CRM and marketing tools.

BEFORE / AFTER

What changes with Swiftask

Traditional segmentation

An analyst exports a CRM report, filters data in Excel, creates a mailing list, and manually imports it into an email tool. The process takes days and is prone to errors.

The power of Swiftask + Relevance AI

AI analyzes incoming data streams continuously. As soon as a customer changes behavior (purchase, unsubscribe, engagement), they are automatically moved to the appropriate segment, ready for tailored communication.

Deploy your segmentation engine in 4 steps

STEP 1 : Connect your data sources

Link your CRM or databases to Swiftask. Centralize your customer information for cross-functional analysis.

STEP 2 : Configure analysis via Relevance AI

Define segmentation criteria within the Swiftask interface. Relevance AI processes and categorizes profiles using predictive models.

STEP 3 : Automate audience updates

Create workflows that automatically sync your segments to your marketing automation tools or ad platforms.

STEP 4 : Measure and optimize continuously

Track segment performance in Swiftask. Adjust your AI parameters to refine targeting without writing a single line of code.

Advanced capabilities of your segmentation agent

Your agent analyzes purchasing behavior, engagement history, demographics, and weak signals to create dynamic behavioral segments.

Target connector: The agent performs the right actions in relevance ai based on event context.
Automated actions: Perform lead scoring automatically. Segment by customer lifecycle. Trigger targeted campaigns. Clean and deduplicate data continuously.
Native governance: All segmentation decisions are logged in Swiftask for complete transparency regarding the logic used by the AI.

Each action is contextualized and executed automatically at the right time.

Each Swiftask agent uses a dedicated identity (e.g. agent-relevance-ai@swiftask.ai ). You keep full visibility on every action and every sent message.

Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.

Why automate your segmentation

1. Increased marketing precision

Reach every customer with the exact message they need, at the moment they are most receptive.

2. Operational agility

Adapt your strategies in minutes rather than days thanks to real-time data flows.

3. ROI optimization

Reduce ad spend waste by targeting only high-value audiences.

4. Seamless scalability

Manage millions of customer profiles with the same ease as a small database thanks to AI processing power.

5. Sales & Marketing alignment

Your sales teams receive qualified and segmented leads constantly, facilitating the sales process.

Data security and governance

Swiftask applies enterprise-grade security standards for your relevance ai automations.

Data privacy: Your customer data is processed with strict encryption protocols. No unauthorized sharing is possible.
Model control: You keep control over the rules and models used by the AI via intuitive management interfaces.
GDPR compliance: Swiftask facilitates GDPR compliance by automating consent management and anonymization of segmented data.
Audit and reporting: Access a full history of segment changes for complete transparency with stakeholders.

To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.

RESULTS

Measurable impact on your business

Metric	Before	After
Segment creation time	Several days (manual)	Real-time (automated)
Conversion rate	Low (generic targeting)	Optimized (personalized targeting)
Data management	Silos and inconsistencies	Single source of truth
Technical maintenance	High IT dependency	Full business autonomy

Take action with relevance ai

Boost conversion rates by delivering ultra-personalized messages based on dynamic segments updated in real-time.

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