Know why customers do what they do, without reading every answer.
Numbers tell you what happened. Customer research tells you why, but survey answers and reviews pile up unread. On Finsi, the SAGE agent turns customer feedback, survey answers and behavior into findings your team can act on, alongside the same verified numbers every other agent reads.
Surveys drafted for your goal
Tell SAGE what you want to learn and it drafts targeted survey questions for the right customers. You approve the survey before anyone receives it, and SAGE summarizes the answers.
Email campaign planner
Plan research-driven email campaigns that combine behavioral segments with survey findings. Sends go out only after approval.
Behavioral analysis
Purchase patterns, browsing behavior and engagement signals, so you see what customers do, not just what they say.
360° customer profiles
Each customer profile combines purchase history, subscription data, engagement metrics and qualitative feedback.
Themes and sentiment
SAGE reads feedback, reviews and survey responses to find themes, sentiment trends and emerging issues.
Shared with other agents
Findings are shared context. When ECHO plans a retention email or PULSE proposes a campaign, they can use what customers actually told you.
Plan campaigns from what customers told you.
The Email Planner helps you build research-driven campaigns that reach the right customers with the right message, combining behavioral segments with lifecycle timing.
Customer context in one place.
Customer profiles with purchase history, subscription lifecycle, engagement and predicted behavior, so you understand each customer's journey and where to deepen the relationship.
Explore the Platform
More work agents can take off your team
Frequently Asked Questions
1. What data sources does Customer Research analyze?
Shopify order and browsing history, subscription platform events, email engagement from Klaviyo, ad interaction data from Meta and Google, customer support tickets, survey responses and product reviews. Combining these signals shows trends across your customer base and context on individual customers.
2. How do surveys work?
SAGE drafts questions for your research goal, such as churn reasons, product satisfaction or purchase intent, and targets them to specific segments like recently churned subscribers or high-LTV customers. A person approves the survey before it goes out. SAGE then groups the answers into themes and summarizes the findings.
3. How does sentiment analysis work?
SAGE classifies feedback from surveys, support tickets and reviews as positive, negative or neutral, and identifies the topics within it, such as shipping speed, product quality or subscription flexibility. It tracks how sentiment around each topic changes so you spot emerging issues early.
4. How do findings turn into action?
Findings become shared context for other agents. If surveys show customers churn over delivery frequency, an agent may propose a subscription flexibility campaign for at-risk subscribers. As with every agent on Finsi, the proposal asks before it acts and the action is recorded.
5. Which platforms and channels are supported?
Shopify (order and product data), subscription platforms (Recharge, Skio, Smartrr, Loop), Klaviyo, Meta Ads and Google Ads, plus direct feedback channels (in-app, post-purchase and NPS surveys).
Hear what customers are telling you
Tell us what feedback your team collects and never gets to read. We will show you how SAGE turns it into findings you can act on.