What is Listrak Assistant?
Listrak Assistant is an AI-powered assistant built directly into the Listrak platform. It helps you find answers, create assets, and complete tasks using natural language conversations.
Instead of navigating through multiple screens or manually building components, you can ask Listrak Assistant for help in plain language. Depending on your account configuration and available products, the assistant can help answer questions, build segments, create journeys, generate reports, and analyze marketing performance.
Listrak Assistant is designed to streamline workflows, reduce setup time, and help you get more value from your customer data.
đĄAvailable AI capabilities vary based on your Listrak products and whether your account is using NextGen functionality.
How Does It Work?
Listrak Assistant is accessible through the chat interface within the platform. Simply type a question or describe the task you'd like to accomplish, and the assistant will guide you through the process or perform the requested action.
The assistant automatically determines the best way to respond based on your request. For example, if you ask a question about platform functionality, it can surface relevant Help Center content. If you request a new segment, report, or journey, it can guide the creation process through conversation.
Your recent conversations are also saved, making it easy to revisit previous requests and continue where you left off.
Chat History
Listrak Assistant retains your most recent conversation history, allowing you to:
Revisit previous discussions
Review past requests and responses
Continue ongoing work without starting over
Currently, the assistant stores your 25 most recent chats. Note, this limit may change as additional capabilities are introduced.
Key Features
Help & Product Guidance
Need help learning how a feature works or finding documentation? Listrak Assistant can search Listrak Help Center resources and surface relevant information directly within the conversation.
Examples
"Tell me more about email deliverability"
"How does attribution work?"
"Show me documentation for popup targeting."
The assistant provides guidance based on available Help Center content, helping you find answers faster without leaving the platform.
Journey Creation
Describe the customer experience you want to build, and Listrak Assistant can help create a Journey based on your requirements.
Examples
"Build a winback journey for both email and SMS."
"Create a re-engagement campaign for inactive customers."
The assistant helps translate your business goals into Journey configurations, reducing manual setup.
Segment Creation (NextGen Only)
NextGen users can create audience segments by describing the customers they want to target.
Examples
"Create a segment of customers who purchased in the last 30 days."
"Find subscribers who clicked an SMS message but haven't purchased."
"Build an segment targeting new subscribers within the last 90 or clicked any message in the last 90 days."
The assistant converts your description into the appropriate segmentation criteria.
Generate and Schedule Reports (NextGen Only)
Listrak Assistant can help create reports through a conversational experience.
Examples
"Create a revenue report for the last month."
"Build a campaign performance report."
This simplifies report creation and helps you access performance data more efficiently.
Ask Questions About Your Data (NextGen Only)
Listrak Assistant can help you explore and understand your marketing performance through natural language questions.
Examples
"What was my top-performing campaign last month?"
"How did SMS revenue compare to email revenue?"
"What trends should I be aware of this week?"
The assistant analyzes available data and returns insights, helping you make informed decisions more quickly. In some cases, it may also provide supporting visualizations to help illustrate results.
Availability
Listrak Assistant capabilities vary based on your account type and purchased products.
Feature | Classic | NextGen |
Help & Product Guidance | â | â |
Journey Creation | â | â |
Segment Creation | â | â |
Report Creation | â | â |
Analytics Insights | â | â |
As new AI capabilities are released, additional functionality may become available within Listrak Assistant.
AI Usage and Data Privacy
Listrak Assistant uses artificial intelligence to assist with tasks and provide recommendations.
AI-generated responses should be reviewed and validated before implementation to ensure they align with your business goals and requirements.
Listrak Assistant only uses information available within your account to respond to requests.
Customer account data is not used to train, retrain, or improve underlying AI models.
Read this article for more information regarding AI Usage and Data Privacy.