A Hands-On Look at the CleverAI Agents Family

A day in the life of a marketer today is not only complex but incredibly demanding. From juggling customer acquisitions to launching new offerings, accelerating onboarding, reducing friction in key journeys, boosting repeat orders and cross-sell, driving win-backs and reactivations, there are many hats to wear and constant multi-tasking.

And each one of these requires a different strategy, a different set of insights, and most importantly, a different engagement plan. For example, the way to engage customers during a festive sales period is completely different from reactivating dormant users. We look at different signals, different time windows, and probably pick very different channels and journeys for both these goals.

But, regardless of what the objective of a campaign or an initiative is, the ultimate goal or the North Star is to maximize ROI on marketing spends.

That said, here’s the real challenge: trying to constantly juggle a matrix of objectives, cohorts, channels, creatives, and timing, manually or with fixed, rule-based automation, is where things start to break down. We would never be able to optimize to the fullest, nor scale it to perfection, with this traditional approach – there just aren’t enough hours in a day.

Rising customer expectations further worsen the challenges. With AI-powered products almost everywhere, customers are constantly comparing their experience to the best that they have seen, regardless of the industry that you operate in. Which means generic, one-size-fits-all experiences just don’t cut it anymore.

At CleverTap, we are changing this with our CleverAI^TM Decisioning Engine and Agentic Universe. We are excited to introduce our family of CleverAI^TM agents comprising this universe, with many more to follow in the weeks ahead. 

The 4 CleverAI^TM Agent Families: Powering Everyday Marketing Work

Before we get to the specific agents and how they work, let’s first understand the three core categories of CleverAI^TM agents:

• Decision agents: These are the “who and when specialists” that match the right product, offer, and workflow.
• Creative agents: They are like your in-house, on-demand designers and copywriters who take each individual’s preferences and your goal into account.
• Action agents: These agents “decide” which path each user should take and optimize those paths based on performance in real time.
• Strategy Agent: A purpose-built agent that doesn’t just execute tasks, but co-owns your growth goals with you. Instead of working with each agent separately, you simply tell the strategy agent your goal. It interprets the objective and plans, creates and executes end-to-end by orchestrating all the other agents on your behalf.

And they are doing this on a scale of millions of users, all in real-time. 

Think of these agents as your teammates who define the who, what, and when of any customer engagement or campaign. 

Together, these agents enable you to shift from manual, campaign-centric workflows to intelligent, autonomous workflows to achieve true individualization, where every customer is treated as a segment of one. You can effortlessly deliver interactive, immersive, and inconspicuous experiences at scale – all while ensuring the agents operate within the guardrails you set.

Meet CleverAI^TM Agents for Analytics, Creatives, and Journeys

Under our family of CleverAI^TM agents, there are specific task agents such as:

• Analytics Agent: A type of Decision Agent that turns your questions into instant insights.
• Segment Builder Agent: A type of Decision Agent that finds the right audience for any product or service.
• Copywriter Agent: A type of Creative Agent that crafts individualized messages at scale that resonate with the target audience.
• Designer Agent: A type of Creative Agent that creates visually appealing graphics aligned to your brand guidelines in seconds.
• Journey Builder Agent: A type of Action Agent that builds personalized customer journeys.

Let’s understand how these agents operate with the help of an example. Consider you are preparing for the biggest campaign of the year, the new iPhone launch. 

Step 1: Identifying Where the Demand is

Before launching any campaign, the first step would be to identify where the real opportunity lies.

This is where the Analytics Agent comes in. You can simply ask it questions as a colleague in your own words, like “I’m planning the iPhone 17 launch. Show me where the demand is.”

The agent automatically scans the database, including detailed user profiles and behaviour, analyses the key user intent and interactions, and instantly lists out all customers who searched or visited the iPhone 16 page (the previous version of iPhone) or searched for iPhone 17, but did not go on to purchase in the last three months. It analyzed user behavior, surfaced the right audience, and visualized the demand curve. All of this from a single prompt – easy to use as well as intuitive to navigate through. 

Step 2: Creating an Actionable Segment

Let’s say you now want to drill down deeper and identify the exact actionable segment of users that have met the given criteria. This is where the Segment Builder Agent comes in, letting you define and create the ideal audience in seconds. 

Simply prompt, “Create a segment of high-value users on iPhone 16 or earlier models.” The agent automatically applies filters like “older device models” and signals of high-intent behaviors such as past searches, clicks, and other behavioral data. It calculates the exact audience size, which is 87K likely upgraders (in the example below). 

The agent not only converts plain language statements into the precise logic for accurate targeting but also removes the complexity of manual segmentation. What used to take hours, perhaps minutes, can now take place in seconds. Further, CleverAI^TM provides an explainability feature where you, the marketer, can view and review the method and functions it used to reach its conclusion and make edits/corrections as required. 

Step 3: Crafting Individualized Messages and Visuals

The next step is crafting personalized messages and visuals that truly resonate. Here, Creative Agents – Copywriter Agent and Designer Agent – come into the picture. 

Let’s say you want to attract or appeal to iPhone 16 users. The Copywriter Agent turns your ideas into campaign-ready messaging using past performance data. It will identify the tonality, emotion, and creativity of that particular content, tailor/customize it for each and every user identified in that segment, all while ensuring that every line matches brand guidelines. 

You can also instantly refine the messaging with one-click optimization, such as optimizing for emotion or length.

Next is the visual aspect. The Designer Agent uses your configured brand kit, logos, colors, fonts, styles, and layout, ensuring every banner or card looks like it came from your design team. 

Step 4: Building Personalized Journeys

The next step is to build automated, personalized experiences at scale. Here, our Journey Builder Agent steps in to help. 

Say you want to build a journey for converting interested iPhone 17 users into buyers. So, type a natural language prompt, “Build a journey to convert interested iPhone 17 prospects into buyers.” The agent translates this plain language prompt into ready-to-publish journeys. 

It retrieves the best-fit template from your industry and campaign history. There is no need to drag and drop your nodes or learn complex logic in terms of targeting. Just describe your goal, and the agent will build the flow for you. 

Trusting CleverAI^TM Agents

No discussion on AI agents is complete without talking about the trust factor. To help you trust CleverAI^TM agents, our agentic universe is built on the AI Trust Ladder framework, which provides the flexibility to choose the level of trust and autonomy you are comfortable with. 

At all times, you can oversee and stay in control of outputs and achieve your goals while agents operate within the guardrails defined by you: 

• Stage 0 – Zero Trust: Manual Control
• Stage 1 – Assisted Trust: AI as Copilot
• Stage 2 – Semi-Trust: Guardrails in Place
• Stage 3 – Full Trust: Autonomous Execution

As you develop more trust and confidence in the agents, you can gradually move up from Stage 0 to 3. 

CleverAI^TM Agents for Everyday Marketing

To sum it up, for pursuing the North Star of maximizing ROI, staying at the level of broad segments and averages is no longer enough. You need to move toward individualization at scale. CleverAI^TM Decisioning Engine and Agentic Universe gives you the ability to optimize every interaction, the right message, the right content, the right channel, and the right time for every individual user. 

This isn’t just about automation. It’s about rewriting the customer engagement playbook. You now have a system that thinks with you, acts for you, and collaborates alongside you to unlock performance that wasn’t possible before. 

And this is just the start. You can expect more innovation and breakthroughs in 2026 as we continue expanding the agentic universe and unlock numerous capabilities.