With Batch AI, combine Agentic CRM and AI Decisioning

What is Agentic CRM and why it changes everything

CRM teams make dozens of critical decisions every week based mostly on habit or experience: who to target, which product, which channel, whether to offer a promotion. Batch AI, the Agentic CRM solution from Batch, replaces these gut-feel decisions with AI scores calculated automatically on your real data, agents that augment your teams' productivity, and an orchestration layer that learns continuously. Three levels of ambition. One unified infrastructure.

Batch AI is built on three complementary pillars, designed to integrate naturally into your existing workflows:

• AI Assist: a copilot that generates, suggests, and optimises your CRM content.

• AI Predict: native predictive scores to anticipate your users' behaviours.

• AI Decide: an intelligent orchestration layer that automates your CRM decisions in real time.

AI Assist: generate and optimise your CRM content with AI

Generative AI has transformed how content is produced. But in CRM, generating text isn't enough: you need content that performs, tailored to each channel, each audience, each moment. AI Assist is Batch's CRM Agentic CRM copilot, built directly into the platform, with no friction.

Generate your CRM content in seconds

Email subject lines, push notification copy, SMS messages, in-app content... AI Assist generates content variants directly inside the Batch interface, from a brief or context. No more switching between your CRM platform and an external tool.

The model draws on your campaign context, target segment, channel, objective, to suggest immediately usable copy, ready to refine or send as-is.

Optimise every message with intelligent suggestions

AI Assist goes beyond generation: it analyses your past campaigns and suggests improvements. Reformulations to improve open rates, tone adjustments by segment, detection of phrasing that has historically underperformed.

The result: teams that spend less time writing and more time refining their strategy.

A copilot available at every step of your workflow

From building an automation scenario to drafting an A/B test, AI Assist steps in wherever you need it. It adapts to your maturity level: use it as a starting point or as a safety net before sending.

Launch more campaigns, run more tests, automate more journeys, with no IT constraints.

In practice: a campaign across 6 countries built in under 20 minutes.

• Content generated in seconds

• 3 subject line variants proposed automatically

• Visuals created without a designer

• Targeting analysed and validated before send

• Translated into 4 languages

AI Predict: reduce churn, increase conversions and optimise every CRM decision

Sending the right message at the right time has been CRM's promise since the beginning. AI Predict delivers on it, without a data scientist, without a custom model to maintain, without complex integration. Predictive scores are native in Batch, continuously calculated on your first-party data.

Native predictive scores, ready to use

AI Predict automatically calculates a series of behavioural scores across your entire database:

• Purchase propensity score: identify users most likely to convert in the next 7 days.

• Churn risk score: detect disengagement signals before it's too late.

• Email engagement score: anticipate who will open, click, or unsubscribe.

• Reactivation score: identify inactive users with the highest return potential.

• Best send time: optimise send time on a user-by-user basis.

• Best channel: identify the most effective channel for each customer and each campaign.

Predictive scores are native in Batch: directly available as segmentation criteria, with no export or manual mapping required.

Predictive targeting: send the right message at the right time

Once scores are calculated, you can use them like any other segmentation attribute. Create a "high churn risk users" segment and automatically trigger a retention sequence. Target only high purchase-propensity users to maximise your advertising ROI.

Predictive targeting changes CRM logic: you move from descriptive segmentation ("who are my customers") to prospective segmentation ("who is going to do what").

A concrete example: reduce your churn by 30%

By activating the churn risk score on a base of several million users, our clients identify on average 15 to 20% of at-risk users who would not have been detected with classic RFM segmentation.

By addressing these users with a dedicated sequence, reactivation offer, satisfaction survey, personalised content, they reduce their churn rate by 30% on average over the following 90 days.

AI Decide: intelligent channel orchestration and real-time AI Decisioning

This is the AI Decisioning layer of Batch AI: it determines in real time which channel to activate, which message to send, and at which moment.

AI Assist generates your content.

AI Predict anticipates behaviours.

AI Decide makes send decisions on your behalf.

Or rather, it makes them with you, according to rules you define. You set the objectives and constraints, Batch AI handles real-time execution.

Intelligent channel orchestration

Is your user more receptive to push than email? Do they tend to ignore SMS but open in-app messages? AI Decide learns these preferences individually and adapts orchestration accordingly.

The result: your campaigns no longer follow a single predefined scenario, but adapt dynamically to each profile. The right channel, the right message, the right timing. Automatically.

Stay in control: AI transparency and governance

Automating CRM decisions does not mean losing oversight. AI Decide is built on a fundamental principle: you remain in control at every step.

Every automated decision is traceable and explainable. You can set guardrails, maximum send frequency, permitted channels, time windows, that the AI cannot override. And you can intervene at any time to override an automated decision.

AI Decide is not a black box. It is a tool to amplify your teams, not replace them.

Our AI Decisioning agent runs 24/7d reports back

Our AI Decisioning agent runs 24/7ur AI Decisioning agent runs 24/7, makes orchestration decisions without waiting for validation, and transparently reports every action taken. Imagine arriving in the morning to read: "I detected a sustained drop in average revenue on the high-potential segment, I adjusted journeys, personalised discounts and modified send timing. I'll report back with new results in a few hours."

Your role: set objectives, frame the strategy, define the guardrails. The AI handles execution, learns from every result, and continuously improves its decisions. No more rules to write. No more trade-off between personalisation and scalability.

An AI trained on your data, not someone else's

General-purpose AI tools can generate text. But they don't know your users, your campaign history, your behavioural data. Batch AI is different: it is trained and contextualised on your first-party data, directly inside the platform.

In practice, this changes everything:

• AI Assist suggestions draw on your campaign performance history, not generic patterns.

• AI Predict scores are calculated on your real data, not on models pre-trained on other industries.

• AI Decide respects your business rules and legal constraints, GDPR, opt-in, marketing pressure.

Batch AI is also designed for CRM teams, not data scientists. No model to train, no MLOps pipeline to maintain. You activate features, define rules, and monitor results.

Finally, as a sovereign European CEP, Batch processes all your data in compliance with GDPR. Your data remains under your control and is never used to train third-party models.

How to deploy AI in your CRM, at every stage of maturity

AI adoption doesn't happen overnight. Batch AI is designed to support your growth, whatever your starting point.

You're just getting started with AI

You don't yet have a mature data infrastructure, and AI feels distant? Start with AI Assist. Generate content faster, test more variants, save time on production. The impact is immediate, with no technical prerequisites.

You're scaling up

Your CRM team is well-established, and you're looking to target more precisely and reduce marketing pressure? Activate AI Predict. Predictive scores integrate directly into your existing segments. You gain precision without changing the way you work.

You're automating at scale

You manage millions of profiles and want every send decision to be individually optimised? AI Decide takes over. Orchestration becomes dynamic, performance improves continuously, and your teams focus on strategy rather than execution.

Whatever your stage, Batch AI is with you.

The three layers reinforce each other: content generated by AI Assist is distributed via AI Decide at moments identified by AI Predict.