Meet CleverAI Agents: Powering the Next Chapter of Customer Engagement

Agentic AI has become the latest buzzword dominating the corporate world – from boardroom discussions to developer, marketing, and sales huddles. It marks a shift from tools that passively respond to prompts to systems that can actively pursue goals by reasoning, planning, deciding, and acting with minimal supervision.

That’s the essence of agentic AI: autonomous agents that think, act, and coordinate towards achieving measurable outcomes, often in multi-agent workflows. Unsurprisingly, businesses across industries are rushing to embrace this new technological advancement and get the first-mover advantage.

For marketers, this opens up a whole new spectrum of possibilities, especially in the customer engagement landscape – it now enables brands to move beyond personalization to actually delivering true 1:1 individualization – at a scale that was once unimaginable.

And as individualization can have a massive positive impact on ROI, at CleverTap, this vision became our North Star as we set out to build the CleverAI^TM Decisioning Engine and Agentic Universe. And today, we’re excited to introduce CleverAI^TM agents – a suite of intelligent, purpose-built AI agents that work seamlessly behind the scenes so you can focus on outcomes.

Why Individualization (Not Just “Personalization”) 

For customer engagement, personalization has been a key driver of growth for years. 

However, in an era with a shrinking customer attention span, intensifying competition, and AI driving a seismic shift in customer behavior and expectations, simple segmentation and personalization tactics are no longer sufficient. Treating a group of customers alike, no matter how small or “similar” the group, for outreach and engagement efforts, while it worked before, fails to capture their individual needs, preferences, and intents, resulting in missed opportunities for brands.

Ideally, each customer should be treated as a segment of one – each on a unique path. But doing so would require marketers to orchestrate millions of right-match combinations across products, offers, workflows, messages, channels, and timing. By human standards, that’s impossible.

Agentic AI changes the math. It transforms billions of potential touchpoints into precisely tailored experiences while keeping marketers firmly in control of goals and guardrails.

CleverTap’s Agentic Universe: Introducing CleverAI^TM Agents

In a nutshell, CleverAI^TM Decisioning Engine and Agentic Universe provides a coordinated team of AI agents you can trust to work autonomously and intelligently for delivering individualized experiences at scale.

• Strategy Agent – The Co-Pilot

Translates goals into a plan, monitors progress, and proactively recommends next steps. 

• Decision Agents – The Matchmaker

Select the right product, offer, and workflow for each individual based on intent and context. This includes agents for segmentation, recommendations, journey summarization, analytics, and more.

• Creative Agents – The Scale Engine

Generate on-brand, individualized messaging, including text, images, and templates, mapped directly to individuals, not segments. 

• Action Agents – The Orchestrator

Execute individualized journeys and experiments across channels, including push, email, in-app, WhatsApp, and more, at your chosen trust level. 

Under the hood, our approach is guided by four principles: Trust, Intelligence, ROI, and Integration, ensuring every decision is explainable, measurable, and scalable.

From Goal to Growth: How CleverAI^TM Agents Work

Let’s now look at how these agents operate. 

1. Goal Setting

Start with a goal in AskAI, an AI-first, prompt-based interaction interface for CleverAI Decisioning Engine and Agentic Universe. It could be a campaign-level goal like “Increase upgrades among existing device owners” or a broader marketing goal like “Reduce Churn”. Based on your goal, the Strategy Agent drafts a plan and asks for your go-ahead.

2. Identifying Who and Why

Once your team approves, the Strategy Agent will call upon the relevant Decision Agents to identify the right audience segment for your goal and match the right product, the right offers, and the right workflows to each individual in the segment. This is the stage where the true potential of the CleverAI^TM agents starts getting realized.

The context is carried forward from one agent to the next, enabling complex multi-step problem solving rather than isolated tasks. Taking the example of the device upgrade campaign:

• First, the Strategy Agent will call upon the Prompt to Segment Decision Agent, which provides the number of existing device owners. 
• As a co-pilot for the team, the Strategy Agent also proactively suggests the next step – seeking your permission to further break these users down based on those who are most likely to convert, along with the reasons that motivate them.
• Upon your approval, the outcome from the Prompt to Segment Agent is sent to the Prediction Agent, which then runs a highly contextual intent evaluation model to determine the number of users that are most likely to convert. 
• The Prediction Agent also provides deeper strategic highlights to the team on its own accord. It predicts, almost at the individual level, the core reasons why a customer would upgrade, which is a critical input into the next step.

3. Creating Individualized Content

In this stage, Creative Agents generate on-brand copy/template variations at scale, mapped to individuals, not segments. 

Continuing with the device upgrade campaign example, the Strategy Agent calls upon the Campaign Message Optimizer Creative Agent, informing it of the goal and the target users and capability highlights. The Campaign Message Optimizer looks at past launches of the device as well as other similar devices, correlating with the successful upgrade campaign messaging to create thousands of message variants, using specific personalization variables in order to tailor the message to each user.

This is true individualization – with a unique message created for each unique user.

4. Orchestrating Journeys

With the campaign messages ready, the Strategy Agent suggests the next steps towards orchestrating the campaign. You choose the trust level in the AI Trust Ladder that you want to operate with:

• From a low-trust mode, where the user journey templates are only saved for the team to run them manually.
• To a high-trust mode, where they are orchestrated autonomously by the agent with a certain cadence of reporting setup.

At this stage, the team asks the Prompt to Journey Action Agent builder to create individualized journeys for each user, which can be executed manually by your team or autonomously by CleverAI agents, depending on the chosen trust level.

5. Closing the Loop

Based on the campaign performance, Strategy and Decision Agents recalibrate audiences, messaging, and cadence, continuously optimizing for ROI.

What It Means for Your Customer

When CleverAI^TM agents work in concert, customers experience:

• Relevance without noise

Customers are no longer bombarded with irrelevant promotions or generic “catch-all” campaigns. Instead, they see products and offers that truly resonate with their needs in the moment. 

• Right-time, right-tone engagement

Timing is everything. CleverAI^TM Agents don’t just deliver a message; they ensure it arrives at the precise moment when intent is strongest, in a voice that aligns with the customer’s preferences.

• Respectful cadence

No one wants to feel overwhelmed by constant outreach. CleverAI^TM Agents monitor how customers respond in real time and adjust cadence accordingly. This respect for individual boundaries fosters trust and long-term loyalty.

The net impact is simple: your brand becomes a partner in the customer’s journey, not an interruption in it.

Why is This Approach Different

Here’s why CleverAI^TM Decisioning Engine and Agentic Universe stands apart:

• Outcome-first by design

Traditional marketing workflows often start with tactics and then try to stitch them into outcomes. CleverAI^TM flips the model: you begin with a clear goal, and agents collaboratively map decisions, messages, and actions back to that goal. This ensures alignment from strategy to execution and eliminates wasted effort.

• Explainable & governable

AI is only valuable when it’s trusted. Every decision within CleverAI^TM is inspectable – teams can see why an agent made a recommendation, enforce policies to reflect brand and compliance needs, and decide how much autonomy agents should have. It’s AI with guardrails, built for human oversight.

• Architecture built for change

Most businesses fear AI adoption because it often means ripping out existing systems. CleverAI^TM is designed as a platform-centric stack that integrates seamlessly into your data and AI ecosystem. As your marketing stack evolves, CleverAI evolves with you, avoiding the “sunset and replace” cycle that drains budgets and momentum.

• Governance that scales with you

Security, privacy, and compliance are not afterthoughts; they’re embedded into the system. CleverAI^TM grows with your governance needs, ensuring that every action taken by an agent meets your industry and regulatory requirements.

In short, CleverAI^TM empowers marketers to harness the full potential of agentic AI without compromising control, compliance, or agility.

The Future We’re Building

CleverAI^TM is more than a product – it’s an agentic operating system for growth. With CleverAI^TM agents handling repetitive task execution, orchestration, and continuous optimization, marketers can better focus on high-level creativity and vision.

The transformation is profound:

• From tasks to outcomes: Your success is measured by business impact, not campaign volume.
• From personalization to true individualization: Each customer becomes a segment of one, and every interaction is unique.
• From guesswork to compounding ROI: Decisions are driven by data, executed at scale, and refined in real time, unlocking a cycle of continuous growth.

This is not a vision for tomorrow; it’s a reality we’re building today. Welcome to the Agentic Universe.