Kubbly workflows
From customer insight to completed order.
Kubbly is an agentic customer engagement and commerce platform. It brings together an AI CRM assistant, campaign execution, and BrandRep, the AI assistant that represents your brand in customer conversations.
Three jobs, one customer journey.
01 · Find the opportunity
AI CRM assistant
Use connected customer profiles, purchases, visits, and consent to decide who to engage, what to say, and when to reach out. The assistant helps your team prepare the audience and message for review.
02 · Start the conversation
Campaign execution
Review the creative, audience, timing, and consent requirements. Schedule approved campaigns through your configured email and messaging channels.
03 · Help the customer act
BrandRep
Answer customer questions in your brand’s voice and guide the next step. Enabled ordering and booking workflows connect the conversation to the systems that complete the transaction.
Workflow: bring a guest back.
- Start with the customer relationship. Use visit or purchase history from a connected system to identify guests who may be ready to return. Apply the brand’s audience rules and contact permissions.
- Prepare a relevant reason to return. The AI CRM assistant helps draft the message, select the audience, and plan timing. The brand team reviews the campaign before it is sent.
- Continue the conversation. A guest can ask about the offer, the menu, or a suitable time. BrandRep uses the brand information available to it to help the guest choose a next step.
- Connect to a booking. Where the booking workflow is enabled, BrandRep can guide the guest through a reservation in the conversation. Read the Melting Pot booking example.
Workflow: turn a reorder prompt into an order.
A repeat purchase starts with context: what the customer bought, when they bought it, and whether they have agreed to receive messages. Kubbly helps the team turn that context into a relevant campaign.
When the customer responds, BrandRep can answer product questions and guide an order through the brand’s enabled commerce workflow. Product availability, order submission, payment, and confirmation depend on the connected systems and the workflow configured for that brand.
Customer-data sync and transaction completion are different capabilities. Importing purchase history does not by itself enable new orders. Review the supported integrations and their scope before choosing a workflow.
Where RCS fits.
RCS is a messaging channel within the platform. It can bring verified branding, rich content, and interactive actions into supported messaging experiences. Kubbly’s RCS preview helps a brand see that experience; activating campaigns and BrandRep commerce requires the appropriate setup, permissions, and connections.
Start with one customer journey.
Choose a return visit, reorder, or booking workflow. We will map the customer data, messaging channel, approval process, and transaction system needed to make it work.
Request a walkthroughRelated: Supported integrations · Melting Pot booking example
