Next Best Action

Signal Aggregation

Action Prioritization

Decision Intelligence

Autonomous Execution

Signal Aggregation

Markin pulls together every available signal, product usage, billing events, support history, engagement patterns, and lifecycle stage, into a unified view for each customer, so nothing is missed and nothing is duplicated.

including:

Unified customer signal layer across product, billing, support, and engagement data
Real-time ingestion from your existing stack with no manual data preparation
Signal weighting adjusted continuously based on what actually predicts outcomes in your base
Cross-signal conflicts resolved automatically, one clear picture per customer, always

Action Prioritization

When multiple signals are active, Markin doesn't trigger everything at once. It evaluates the full context and selects the single action most likely to generate value for that customer at that moment, and suppresses everything else.

including:

Multi-signal arbitration: one action selected per customer, always
Prioritization based on revenue impact, churn risk, and conversion probability combined
Conflict resolution across concurrent retention, expansion, and lifecycle journeys
Action suppression logic to protect customer experience at every touchpoint

+33%

Revenue per customer actioned

3.7x

Higher conversion on AI-prioritized actions
vs. rule-based campaigns

Real-time

Next best action calculated for every subscriber

“Our team was manually managing onboarding sequences and renewal reminders.”

Request a demo

Decision Intelligence

Track which actions are converting, which signals are most predictive, and where decision quality is improving. Markin gives your team a live view of next best action performance across the entire base.

including:

Live action performance dashboards by signal type, customer segment, and product tier
Conversion attribution per action type, channel, and timing window
Model improvement tracking showing which signals are gaining or losing predictive weight
Forecasting based on current action pipeline and historical conversion rates

Autonomous Execution

Once the next best action is determined, Markin executes it across email, SMS, push, and in-app, without a manual trigger or a campaign build. For every customer in the base, simultaneously, at the moment that matters.

including:

Autonomous action execution across all channels, no workflow builder required
Guardrails for action frequency, channel caps, and approved action types
Full audit trail of every decision made, action taken, and outcome recorded
Native integrations with Salesforce, Klaviyo, Stripe, and others

common questions

Everything you need to know about
Next Best Actions with Markin.

Markin evaluates every signal in real time and determines the single highest-value action for each customer, then executes it automatically.

How does Markin decide what the "next best action" is for each customer?

Markin weighs every active signal for each customer, lifecycle stage, product usage, billing history, support interactions, and engagement patterns, against your business goals (retention, expansion, renewal) and calculates the action with the highest expected value at that moment. One action, one customer, one decision.

What types of actions can Markin trigger?

Markin can trigger retention interventions, upsell and cross-sell offers, onboarding nudges, renewal sequences, win-back campaigns, and proactive success outreach, across email, SMS, push, and in-app. You define the approved action catalog; Markin selects and executes within it.

What happens when multiple signals are active for the same customer?

Markin applies multi-signal arbitration to select the single highest-priority action and suppress the rest. A customer in a renewal window who also triggers an upsell signal receives one action, the one most likely to generate value without damaging the relationship.

How is Next Best Action different from a recommendation engine?

A recommendation engine suggests. Markin decides and acts. It selects the action, constructs the message, picks the channel, determines the timing, and executes, without a human in the loop unless you require it.

Can we set boundaries on what actions the AI can take autonomously?

Yes. You define the approved action types, message guardrails, frequency caps, and channel restrictions. Markin operates autonomously within those parameters and logs every decision with full transparency.

Is customer data secure and GDPR-compliant?

Markin is GDPR-compliant and never trains AI models on your customer data. All data is encrypted in transit and at rest, with enterprise-grade access controls and full audit trails.

Always know the one action that moves each customer forward.