GenAI Quick-Win Playbook for Personalization - Concord eBook

Tactic 5

For example:

AI-Driven “Next Best Action” Recommendations

“Customer profile: visited pricing page 3 times, hasn’t

purchased, is a small business owner. Next best action?”

The AI might respond:

“Offer a free trial or a personalized demo, because they

seem hesitant on pricing and might need to see value

What it is:

before buying.”

GenAI can help determine the next best action or offer

It could even draft the actual message:

for an individual customer by analyzing their history

“We noticed you’ve checked out our plans – how about a

and context, and then generating a recommendation

14-day free trial to experience the premium features?”

along with the reasoning. This is like a personalized

advisor that tells you what to do for each customer to

In a marketing context, you could ask for the best offer or

increase engagement or conversion. It’s a blend of

content:

predictive analytics and generative explanation – the

“This subscriber opened our last two emails but didn’t click

AI not only suggests what to do (e.g., offer a discount,

through and browsed our winter jackets section. What should

suggest a product, send content) but also articulates

we send them next?”

why in natural language, helping your team (or even

The AI might suggest a targeted offer on winter jackets or a

the customer, via chatbot) understand the logic.

piece of content (e.g., “Guide to choosing a winter jacket”) to

nurture them.

How to use it:

Provide the AI with a specific customer scenario,

For customer service or retention, you might feed in recent

including their past interactions, purchase history,

support tickets or usage data and ask for a next best action to

demographics, or any other relevant context. Then ask:

improve their experience – perhaps an upsell if they’re

“What is the next best action for this customer, and why?”

satisfied, or a proactive support call if they’re struggling.

GenAI Quick-Win Playbook for Personalization

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