sales-customersai

What this skill does

# Customers.ai Platform Help

Helps the user with Customers.ai questions — X-Ray pixel setup, Alfred AI intent scoring, Inboxer deliverability suite, ad retargeting audience recovery, Klaviyo integration, and Consumer Data Enrichment API.

**Important context**: Customers.ai is built specifically for **Shopify brands using Klaviyo**. The X-Ray pixel identifies 60-70% of anonymous site visitors (vs Klaviyo's native 15-20%) and syncs them directly to Klaviyo. Alfred AI scores intent daily and auto-suppresses low-intent profiles to cut ESP costs. It's B2C ecommerce only — for B2B visitor ID, use `/sales-rb2b`.

## Step 1 — Gather context

If `references/learnings.md` exists, read it first for accumulated platform knowledge.

**What area of Customers.ai do you need help with?**
- a) X-Ray Pixel — identify anonymous website visitors
- b) Alfred AI Agent — intent scoring and profile suppression
- c) Inboxer — email deliverability optimization
- d) Ad Retargeting — recover audiences for Meta, Google, TikTok
- e) Consumer Data Enrichment API — enrich contacts programmatically
- f) Klaviyo integration setup
- g) Evaluating — comparing Customers.ai vs Retention.com vs others
- h) Something else

**What's your current situation?**
- a) Setting up Customers.ai for the first time
- b) Already using it — troubleshooting an issue
- c) Evaluating whether it's worth the cost
- d) Migrating from another visitor ID tool (Retention.com, Opensend, etc.)

**What's your monthly website traffic?**
- a) Under 50K unique visitors
- b) 50K-150K
- c) 150K-500K
- d) 500K+

Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.

## Step 2 — Route or answer directly

| If the question is about... | Route to... |
|---|---|
| B2B visitor identification | `/sales-rb2b {user's original question}` |
| Ecommerce identity resolution strategy across tools | `/sales-intent {user's original question}` |
| Email marketing strategy | `/sales-email-marketing {user's original question}` |
| Email list growth across tools | `/sales-audience-growth {user's original question}` |
| Retargeting strategy across channels | `/sales-retargeting {user's original question}` |
| Email deliverability across platforms | `/sales-deliverability {user's original question}` |
| Klaviyo-specific questions (not Customers.ai) | `/sales-klaviyo {user's original question}` |
| Retention.com-specific questions | `/sales-retention {user's original question}` |

Otherwise, answer directly using the platform reference.

## Step 3 — Customers.ai platform reference

**Read `references/platform-guide.md`** for the full platform reference — modules, pricing, integrations, data model, workflows.

Answer the user's question using only the relevant section. Don't dump the full reference.

## Step 4 — Actionable guidance

You no longer need the platform guide — focus on the user's specific situation.

**First-time setup**: Install X-Ray pixel → connect Klaviyo → configure Alfred intent thresholds → set up Inboxer → monitor for 2 weeks.

**Optimization**: Review Alfred's suppression rates → check Inboxer inbox placement → compare identified contact engagement vs organic → adjust intent thresholds.

**Migration from another tool**: Upload suppression list from old tool → install X-Ray pixel → run Data Detox if switching from a low-accuracy provider → monitor deliverability closely for first 30 days.

If you discover a gotcha, workaround, or tip not covered in `references/learnings.md`, append it there.

## Gotchas

*Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.*

- **Klaviyo-only.** Customers.ai does not support Omnisend, Mailchimp, ActiveCampaign, or other ESPs. If you're not on Klaviyo, this tool won't work for you.
- **Shopify-only.** Built specifically for Shopify stores. No native integration with WooCommerce, BigCommerce, or custom ecommerce platforms.
- **$600/mo minimum.** Starter plan costs $600/month with 3,000 resolutions. At $0.20/overage, costs can escalate quickly for high-traffic stores. Economics don't work until meaningful traffic volume ($500K+ GMV).
- **Data accuracy is 65-85%, not 100%.** Industry average is 5-30% — Customers.ai is better but still means 15-35% of identified contacts may be wrong. Monitor bounce rates closely.
- **Legacy MobileMonkey API.** The public API still uses `api.mobilemonkey.com` endpoints. Documentation is sparse and endpoints are limited (Update Contact, Send JSON Message, Lookup Users). Don't expect a robust developer API.
- **Data Detox may be needed.** If switching from a competitor (especially one with low accuracy), your Klaviyo lists may contain bad data. Customers.ai offers a Data Detox service but it adds cost and time to migration.
- **ROI guarantee has conditions.** The "5x ROI or payment waived" guarantee uses Customers.ai's attribution methodology. Make sure your definition of attributable revenue aligns with theirs before relying on the guarantee.

- **Self-improving**: If you discover something not covered here, append it to `references/learnings.md` with today's date.

## Related skills

- `/sales-retention` — Retention.com platform help (competitor — ecommerce identity resolution, abandonment recovery)
- `/sales-rb2b` — RB2B platform help (B2B person-level visitor identification)
- `/sales-klaviyo` — Klaviyo platform help (primary ESP integration)
- `/sales-intent` — Buying signals and visitor identification strategy across tools
- `/sales-audience-growth` — Email list growth strategy across tools
- `/sales-retargeting` — Retargeting and remarketing strategy across channels
- `/sales-deliverability` — Email deliverability strategy (critical with identity-resolved contacts)
- `/sales-enrich` — Contact enrichment strategy across tools
- `/sales-do` — Not sure which skill to use? The router matches any sales objective to the right skill. Install: `npx skills add sales-skills/sales --skill sales-do`

## Examples

### Example 1: Set up X-Ray pixel on Shopify + Klaviyo
**User says**: "I just signed up for Customers.ai and need to connect it to my Shopify store and Klaviyo"
**Skill does**: Walks through X-Ray pixel installation via Shopify theme or GTM (10-minute setup), Klaviyo integration configuration, Alfred AI threshold setup, recommends starting with high-intent pages only, and sets up monitoring for first 2 weeks
**Result**: X-Ray pixel installed, Klaviyo receiving identified visitor profiles, Alfred scoring intent daily

### Example 2: Compare Customers.ai vs Retention.com
**User says**: "I'm on Retention.com but my deliverability is tanking — should I switch to Customers.ai?"
**Skill does**: Compares accuracy (Customers.ai 65-85% vs Retention.com's reported 15-25% true match rate), notes Customers.ai includes Inboxer deliverability suite (Retention.com doesn't), explains Alfred AI auto-suppresses low-intent profiles to protect sender reputation, warns about Data Detox cost for migration, and calculates cost comparison at their traffic level
**Result**: Clear comparison with migration plan if they decide to switch

### Example 3: Reduce Klaviyo costs with Alfred AI
**User says**: "My Klaviyo bill is $800/month because of all these identified visitor profiles — can I reduce it?"
**Skill does**: Explains how Alfred AI scores visitor intent daily and auto-suppresses low-intent profiles in Klaviyo, reducing active profile count. Shows how to configure intent thresholds (high/medium/low buckets), recommends suppressing low-intent profiles that haven't engaged in 30 days, and estimates Klaviyo cost savings based on their current profile count
**Result**: Klaviyo costs reduced by suppressing low-intent identified profiles while keeping high-intent ones active

## Troubleshooting

### Identified contacts hurting Klaviyo deliverability
**Symptom**: Spam complaint rate spiked after enabling Customers.ai, emails landing in Promotions/Spam
**Cause**: Identified