AI Scoring & Segmentation Software

Score every lead and deal by real intent, and build segments that keep themselves up to date as behaviour changes.

Real

Scores built from your conversion signals

Live

Segments that refresh themselves

Explainable

Scoring signals

Real-time

Score updates

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AI Intelligence Layer

Overview

Scoring and Segmentation AI ranks your leads and deals and groups your customers using the behaviour already captured across the platform. The Flow-Cognition Agent learns which signals matter from your own outcomes, so a score reflects genuine likelihood, not a spreadsheet of guessed weights.

Segments are dynamic: define the behaviour or cohort you care about and membership updates itself as records change. Scores and segments flow straight into routing, campaigns and workflows, so the right people get the right treatment the moment they qualify.

Explore AI Intelligence Layer →

✓ Lead and deal scoring from real conversion signals
✓ Behavioural segmentation on how customers actually act
✓ Cohort segmentation by acquisition, lifecycle or value
✓ Dynamic segments that update membership automatically
✓ Scores and segments feed routing, campaigns and workflows
✓ Governed and explainable, with field-level permissions honoured

Capabilities

Everything Scoring AI gives you

Six ways Scoring AI ranks every interaction so teams focus on what drives value.

Lead Scoring

Rank prospects by conversion probability using demographic, firmographic and behavioural signals updated in real time.

✓ Conversion probability
✓ Behavioural signals
✓ Real-time updates
✓ Auto-ranking

Ticket Scoring

Prioritise support tickets by urgency, customer value, sentiment and churn risk — critical issues get immediate attention.

✓ Urgency detection
✓ Churn risk
✓ Sentiment-aware
✓ Auto-escalation

Engagement Scoring

Track and score customer engagement across all touchpoints — email opens, page visits, feature usage and support.

✓ Multi-channel tracking
✓ Usage analytics
✓ Health scores
✓ Trend detection

Revenue Scoring

Score accounts by expansion potential, upsell readiness and lifetime-value prediction to focus growth efforts.

✓ Expansion signals
✓ Upsell readiness
✓ LTV prediction
✓ Growth priority

Custom Scoring Models

Build scoring models for any business objective — NPS prediction, escalation likelihood, campaign-response probability.

✓ Custom objectives
✓ Auto-training
✓ Feature selection
✓ Model comparison

Score Analytics

Track scoring accuracy, distribution and impact on conversion rates with full transparency into model decisions.

✓ Accuracy tracking
✓ Distribution analysis
✓ Impact measurement
✓ Explainability

AI at work

How the agent works with Scoring & Segmentation

The Flow-Cognition Agent runs a real loop on your Scoring & Segmentation data — grounded in your records, governed and logged.

Sense

Reads every Scoring & Segmentation record and its full history across the platform.

Decide

Weights the signals that preceded real wins and losses, then scores the record and assigns its segments.

Act

Drafts, routes and updates on its own — every step logged and governed.

Five-tier model routing · field-level permissions · full audit trail. See the AI layer →

How it works

Live in four steps

Choose signals

Select the behaviours and attributes that define a good lead or segment.

Score & group

The AI scores records and assigns them to the segments they qualify for.

Keep it live

Membership and scores refresh automatically as data changes.

Activate

Route, target and automate against each score and segment.

Use cases

Where teams put it to work

Sales teams

Reps get a ranked worklist so the leads and deals most likely to convert rise to the top instead of first-in-first-out.

Marketing teams

Build dynamic audiences like re-engaged trial users or high-value repeat buyers that refill themselves, ready for the next campaign.

Retention teams

Segment customers by behaviour and value to tailor onboarding, upsell and win-back journeys to each cohort.

Why it matters

The payoff

Focus on what converts

Ranked scores put effort on the records most likely to pay off.

Segments stay current

Segment membership updates automatically as records change.

Consistent targeting

The same scores and segments drive routing, campaigns and automation.

Scoring you can explain

Each score shows its drivers, so teams trust and act on it.

FAQ

Questions, answered

The AI learns which signals preceded real outcomes in your data and weights them accordingly, so scores reflect genuine likelihood rather than manually guessed points.

A dynamic segment is defined by criteria, not a fixed list, so records join and leave automatically as their behaviour and attributes change.

Behavioural segments group people by what they do, while cohort segments group them by a shared trait like signup month, lifecycle stage or lifetime value.

They flow straight into Smart Routing, marketing campaigns and automated workflows, so the right treatment applies the moment a record qualifies.

Yes. Scoring is explainable, showing the contributing signals, and it respects field-level permissions so only permitted data influences the result.