Understand your customers. Recognize the next opportunity.
Helix connects customer, order and interaction data to identify people worth following up with. Analyze purchasing habits and recent behavior, organize marketing tasks, and give sales teams the context and suggested timing for a more relevant conversation.
Make customer insight part of everyday operations.
For sales and operations teams building ongoing customer relationships.
01
Recognize repeat-purchase timing
Combine purchase cycles, browsing, enquiries, seasonal habits and campaign responses.
02
Prepare sales teams
Bring customer history, selection reasons and suggested contact times into sales tasks.
03
Run ongoing customer operations
Plan timing, channels and content, then use responses to adjust subsequent actions.
PRODUCT CAPABILITIES
Know the customer. Plan the next conversation.
Connect analysis, marketing execution and feedback.
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Multi-channel data integration
Connect customer, order, product, channel and interaction records.
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Business analytics and profiles
Review GMV, repeat purchases and customer growth alongside preferences and buying habits.
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Segmentation and opportunities
Identify high-value, active and dormant segments and prioritize relevant recent behavior.
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AI agent analysis
Read new orders and behavior at configured intervals to refresh analysis and customer lists.
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Customer journeys and sales tasks
Create marketing tasks with the reasons for following up and suggested contact times.
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Experiments and measurement
Track outreach, responses and results to compare approaches and refine your operations.
FROM INPUT TO OUTPUT
How Helix works.
Connect your data, then analyze and follow up according to your business rules.
01
Connect data
Bring together customer, order, product and interaction records.
02
Identify opportunities
Refresh follow-up lists using purchase cycles and recent behavior.
03
Plan outreach
Run marketing within your rules and route priority opportunities to sales.
04
Learn from responses
Review results and adjust lists, content and contact plans.
YOUR OUTPUTS✓ Updated customer opportunity lists✓ Sales tasks with customer context✓ Marketing and feedback records
EVERYDAY CUSTOMER OPERATIONS
Beyond campaigns. Closer to customer needs.
Combine purchase history, preferences, responses and recent activity to refresh opportunity lists with reasons and suggested contact times.
01
An approaching purchase cycle
Use individual buying patterns to suggest follow-up timing.
02
Recent interest
Consider browsing, enquiries and responses to offers.
03
Seasonal habits
Learn from previous seasonal purchases and buying contexts.
04
A change in activity
Recognize delayed repeat purchases or renewed interest from high-value customers.
DATA → AI AGENT → ACTION
New orders & behavior → Industry model analysis → Opportunities & sales tasks
Sales teams can review customer context, likely needs and selection reasons before deciding how to follow up.
EXECUTION & FEEDBACK
From selection to outreach. Learn from every interaction.
Select customers, plan timing, choose a channel, deliver content and record responses.
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Stop repetitive messages after purchase
Update the next action as customer status changes.
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Adapt when there is no response
Adjust content and channels based on feedback.
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Route important enquiries to sales
Provide customer context for a deeper conversation.
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Manage contact frequency
Apply business rules to reduce repetitive outreach.
INSIDE HELIX
From data to action. See the whole workflow.
11 product views. Click to enlarge. Screenshots show demonstration data in the Chinese interface.
AI opportunity analysis
Understand opportunities and the reasoning behind them.
Channel performance
Explore channel results and ask follow-up questions.
Business overview
Start with overall performance before exploring details.
Data integration
Connect sources to keep business and customer information current.
Data lineage
See where information comes from and how it flows.
Customer lists
Review value, purchase dates and repeat-purchase indicators.
Customer profiles
Understand customer segments, preferences and habits.
Purchase context
Identify use cases and buying contexts.
Contact timing
Plan an appropriate time to reach out.
Industry models
Update analysis as new data arrives.
Marketing execution
Trace customer selection, outreach and results.
QUESTIONS & ANSWERS
A closer look at Helix.
Can we start with incomplete data?+
Yes. We first review existing customer, order and interaction records, then select a repeat-purchase scenario to test. Together we establish which conclusions the available data can support.
Does the system make decisions for salespeople?+
It provides customer context, reasons and suggested timing. Salespeople decide whether and how to follow up based on the actual situation.
How can we avoid repetitive outreach?+
Configure contact frequency, stop repeated messages after a purchase, adjust the approach when there is no response, and route important enquiries to sales.
Where should we begin?+
Choose a customer segment with a clear repeat-purchase pattern. Validate the data, selection logic and outreach rules before expanding.
