Applies to: All
Note: AI Opportunity Engine is currently in early access phase and only available for approved brands. If you are interested, reach out over live chat!
Overview
AI Opportunity Engine helps your team connect with the right customers at the right moment by automatically surfacing the customers who are most likely to engage and giving your team a head start with ready-to-send message drafts.
Instead of manually scanning customer lists for follow-up opportunities, your team receives a curated queue of high-intent customers based on real shopping behavior. Each opportunity comes with context about the customer and a personalized draft message, so your team can focus on building relationships rather than starting from scratch.
Every message requires your team's review and approval before it's sent. The Opportunity Engine handles the research and drafting — your team stays in control of the conversation.
Key benefits
Automatically identifies customers who are ready for outreach based on purchase activity and shopping behavior
Generates personalized message drafts tailored to each customer's context
Prioritizes opportunities so your team focuses on the most time-sensitive outreach first
Requires human review before any message is sent, keeping your team in control
Helps build a habit for daily clienteling
How Does It Work?
AI Opportunity Engine monitors customer behavior and creates Opportunities—moments when a customer should be contacted. Each Opportunity includes context about the customer and a personalized message draft.
Here's the typical workflow:
Customer triggers an opportunity — Example triggers include when a customer abandons their cart or makes a purchase
Endear surfaces an opportunity. Endear Opportunity Engine identifies customers who are ready for outreach. Each opportunity includes context about the customer and why they were flagged, so your team can make informed decisions.
A personalized draft is generated. Using the customer's full profile, Endear generates a message draft specific to the situation (e.g., a thank-you message after a purchase, or a follow-up about items left in a cart).
Your team reviews and sends. Staff members review the draft in their opportunity queue, make any edits they want, and send the message when it's ready.
💡 You're always in control. Every message requires human review before sending. AI Opportunity Engine helps you work faster, not replace your judgment.
Daily Priority List
When you open AI Opportunity Engine, you'll see your daily priority list—a curated view of customers who need attention, ranked by importance.
Each opportunity shows:
Customer name — Who to contact
Trigger type — Why they need attention (Thank You, Abandoned Cart, or Re-engage)
Key context — Purchase amount, cart value, or days since last visit
Draft status — Ready to review and send
Opportunity Details
Tap on any opportunity to see:
Why reach out now — Understand why this customer was surfaced
Key context — High level summary of relevant customer information
Context & approach - Information on the customer's recent activity and how to position the message
Draft message — Personalized message ready for your review
Smart channel selection — See the draft message in the pre-selected channel based on customer preference, subscription status, and past comms.
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Message Editor
Every draft message is fully editable. Add your personal touch, adjust the tone, or rewrite entirely. Like any other message, you can enhance it with booking links, stories, products, and pictures.
Data and Privacy Considerations
Endear AI Opportunity Engine draws on the following information to personalize each draft message:
Customer purchase history — past orders, order values, and product preferences
Personal notes from your team — any notes staff members have left on a customer's profile
Shopping behavior — cart activity, browsing patterns, and checkout history
Customer engagement history — past messages, conversations, and interactions with your brand
All data stays within Endear and is only used to surface relevant opportunities and generate draft messages for your team. Learn more about data & privacy in this article.
Frequently Asked Questions
For FAQs and troubleshooting, refer to this guide.
Still Need Help?
We are happy to assist you for more 1:1 direction. Reach out to our live chat!