ADOBE DYNAMIC CHAT

Real-time conversation data and segmentation

Power lead- and account-based conversations using centralized sales and marketing automation data.

• Real-time engagement data. Segment audiences using real-time customer activity data, including custom activities collected across engagement channels.
• Integrated CRM. Refine audience segments using existing customer relationship management (CRM) data integrated inside Marketo Engage.
• ABM data. Personalize your conversations using named account lists from account-based marketing (ABM) data inside Marketo Engage.
• Dynamic audiences. Use Marketo Engage smart lists to automatically include and exclude customers from conversations.

Cross-channel conversations

Activate multiple types of conversations across channels with or without a chatbot.

• Automated chat. Guide site visitors with suggested questions and discussion topics.
• Generative AI chat. Enable generative AI to provide authentic and relevant responses to free-form questions while maintaining brand consistency through marketing-controlled messaging.
• Live chat. Offer qualified site visitors the ability to chat with live sales agents.
• Conversational forms and SDK. Turn Marketo Engage forms or any digital call to action into conversational flows and meeting booking experiences.

Conversation management, automation, and personalization

Orchestrate and automate personalized conversation campaigns using the industry-leading automation engine and real-time personalization inside Marketo Engage.

• Automation triggers. Trigger conversations based on other Marketo Engage campaign engagement.
• Conversation builder. Use drag-and-drop dialogue cards and templates or clone entire programs to design and deploy conversation campaigns quickly.
• Assisted responses. Let Sensei GenAI produce a customized collection of questions and answers, all approved by marketing, to set up generative AI chat campaigns in minutes.
• Dynamic personalization. Personalize greetings and messaging using out-of-the-box token fields and values, or customize your own.

Sales intelligence and engagement

Eliminate the conversation hand-off between marketing and sales.

• Sales agent workbench. Provide sales with a dedicated inbox to manage live chat, analyze real-time insights, and view previous marketing activity.
• Conversation assist. Give sales reps what they need to succeed during live conversations with responses that have been generated by Sensei GenAI and approved by marketing.
• Sales insights integration. Send real-time chat activity, scheduled meeting bookings, and generative AI powered conversation summaries inside your CRM.
• Integrated CRM insights. Target conversations and trigger marketing automation workflows using CRM data inside Marketo Engage.

Conversation routing and meeting bookings

Book more qualified meetings and route conversations without lifting a finger.

• Sales meeting scheduler. Integrate sales agent calendars to allow customers to book meetings during chatbot conversations by simply filling out a Marketo Engage form or clicking any webpage call to action.
• Account-based marketing routing. Route conversations to the right account owner based on target account lists from ABM data inside Marketo Engage.
• Sales routing. Route conversations to the right sales agent, team, or group of teams using round-robin or custom routing rules.

Integrated conversation reporting and insights

View real-time proof that your sales pipeline is bigger and more qualified than ever.

• Automated chat reporting. View which automated dialogues triggered the most engagement, booked the most meetings, and initiated the most live chat conversations.
• Live chat and agent reporting. View sales agent and team activity breakdowns, including total live chats, average chat time, and average response times.
• Meeting performance. Get a bird’s-eye view of all meetings, including the chat dialogues, sales agents, and webpages that booked the most meetings.
• Integrated attribution. Compare chat revenue with other channels and campaigns using existing Marketo Engage reporting and attribution capabilities.

Give marketing and sales teams a generative AI assist.

• Conversation summary. Give sales agents summarized conversations ahead of meetings to cut down prep time.
• Generative AI. Turn your chatbot into a brand ambassador to answer questions in a natural, contextual way that matches your brand’s product knowledge, personality, and tone.
• Response library. Create a marketing-approved library of AI-generated questions and answers to help set up generative AI chat in minutes.
• Sales conversation assist. Help sales agents respond during live conversations using responses generated by Sensei GenAI and approved by marketing.

Watch video

Maximize your marketing investment with Adobe.

Create Dynamic Chat audiences inside Marketo Engage and sync them across Adobe Experience Cloud for B2B to analyze deeper insights, enrich unified profiles, activate paid media, and more.