Turn what you know about each customer into pages, emails, playbooks, and experiences made for them. Reach more people personally, without multiplying manual work.
You paid to reach them. Give each person a reason to respond. Generate pages, emails, and sales playbooks around their business, priorities, and conversations, built on Personize Memory with governance and validation applied to every output.
Contact
Personalized page ready for Maya Chen, Halden Manufacturing.
Estimate the revenue opportunity and what the AI costs to run. Personize Memory, our proprietary layer, is what keeps every experience grounded and governed at scale. Live in days, not months.
Give your AI a fuller understanding of every customer.
Your CRM alone cannot tell the whole story. Connect conversations, contracts, product activity, and company knowledge so your agents can act on the customer’s needs, not a fragment of their record. This is the layer that makes AI trustworthy at your scale.
Four complementary forms of memory. One connected understanding. Illustrative customer model · Open image to inspectHow the four memory types work together
Typed memories
Turn details mentioned in conversations, such as competitors a customer met, into structured, reusable properties.
Documents
AI-crafted customer documents evolve over time. Agents can retrieve the relevant section, including decisions and pain points.
Graph
Connect people, companies, contracts, projects, and tasks so agents can follow relationships across records.
Short memories
Keep concise observations available alongside the richer documents, properties, and relationships.
Keep the understanding. Carry context across teams and interactions.
Give agents a head start. Retrieve relevant memory instead of repeatedly assembling scattered data.
Make context go further. Compact information to reduce the context sent to models.
Power your experiences. Or power your own agents.
Use Personize Memory on its own, beyond GPE. Build a lasting knowledge asset in your private cloud or on-premises environment, with access through your private MCP and APIs.
An unsupported claim, the wrong customer context, or an incomplete delivery can put a relationship at risk. Put rules and checks around generation.
Your standards, applied.
Bring brand guidance, approved capabilities, and prohibited claims into generation through Personize Governance.
Checks beyond the prompt.
Identity safeguards and deterministic checks for selected high-risk claims help catch mistakes that model self-review can miss.
Reliability through delivery.
Completion checks, bounded retries, and targeted recovery help manage partial failures without rebuilding successful outputs.
Illustrative governance decision
“Guaranteed to cut your costs by 50%.”
Unsupported guarantee
No approved evidence for this claim.
Ground the next step
Explore the cost opportunity in your own environment.
Example of a control, not a claim that every output is automatically verified.
Trust comes from the memory and the governance around the model.Explore governance
Deliver more. Keep the workflows you use.
Put customer understanding to work in your existing campaigns, CRM, applications, and agent workflows. Reduce manual research and preparation for each customer.
01
Start with a signal.
An event lead, a product milestone, a conversation. Start where your customer already is.
Your sources
02
Bring the context.
Connect that moment to what you know about the person, their company, and your relationship.
Personize Memory
03
Generate for one.
Create the message, experience, or seller guidance using relevant context and your standards.
Personalization + governance
04
Continue the relationship.
Deliver through your connected workflow. Bring new interactions into the next experience.
Your channels and applications
Make valuable demand count.
Paid acquisition, conferences, events, and inbound. Give the people you invested in reaching a relevant next step.
Grow the relationship.
Onboard customers, support adoption, and inform renewal conversations. Serve members and subscribers with context.
Make your product personal.
Bring individual experiences into SaaS, AI applications, commerce, and customer portals.
Before you know their name
First-party signals can give an experience a starting point: pages visited, resources downloaded, and conversations shared.
PERSONIZE PRIVATE
Your customer intelligence. Under your control.
Build company memory in an environment you control. Give authorized teams and agents access through your private MCP and APIs.