STRATEGIES

The right offer, inside the conversation

A strategy is a play in your words: who it is for, the moment it fits, and what Shinobi offers when that moment arrives. Enabled plays ride into every live conversation, and Shinobi makes the offer only when it genuinely fits, at most once per conversation. Never pushy, never a popup.

PLAIN LANGUAGE

Three sentences make a play

No rule builders, no segments to maintain, no scripting. You describe the play the way you would brief a new teammate, and Shinobi carries it into every conversation.

AUDIENCE

Who it is for

Describe the customer in plain language: first-time visitors who have not bought yet, repeat customers, someone asking about a specific product line.

MOMENT

When it fits

Describe the moment worth acting on: their question just got answered and the conversation is winding down, or they are comparing options and hesitating.

OFFER

What Shinobi says

Describe the offer in your voice: mention the newsletter gets 10% off a first order, suggest the sample pack, point to the bulk pricing page.

3plain-language fields per play: audience, moment, offer
10plays per workspace, each with its own enable switch
1time at most a play is offered in any conversation
IN THE MOMENT

Shinobi weighs the moment, then makes the offer

Enabled plays ride into the live agent's instructions. During the conversation Shinobi keeps them in mind, and when the audience matches and the moment arrives, the offer lands as a natural next sentence, not an interruption.

Live chat
Sam is browsing for the first time.
How long does shipping usually take?
Standard shipping is 3 to 5 business days, and you'll get tracking the moment it leaves the warehouse.
Perfect, that's all I needed. Thanks!
Happy to help! One quick thing before you go: our newsletter gets you 10% off a first order, if you'd like it.

Plays live on the Strategies page in your console as playbook cards: audience, moment and offer rows, an enable switch, and plain language everywhere. Edit a play any time and the next conversation carries the new version.

RESTRAINT

Built to never feel like a popup

An offer only helps when it arrives welcome. Plays are instructions the agent weighs, not triggers that fire, so restraint is the default.

ONCE, AT MOST

Never twice in a conversation

Each play is offered at most once per conversation. If the moment never arrives, the offer is never made, and that is the point.

PROBLEMS FIRST

Never mid-problem

Shinobi does not pitch while a customer is still waiting on an answer. Offers wait for the moment you described, like a resolved question winding down.

JUDGED, NOT FIRED

Weighed, not triggered

A play is not a popup rule. Shinobi reads the whole conversation and only makes the offer when it genuinely fits the person and the moment.

HONEST ROADMAP

What is live and what is next

Strategies ship in the open, and this page updates the day the next piece does, not before.

PLAYS · LIVE
Define, enable, converse

Live today: up to ten plain-language plays, edited any time on the Strategies console page, riding the same live engine as every conversation. Every play is off by default until you enable it.

TRACKING · LIVE
Per-play offer tracking

Live today: every play shows how many times its offer was actually made and when it last landed. The agent tags the offers it makes, the server verifies and strips the tag: real occurrences, never text-match guesses.

Strategies extends Missions: Missions engage over weeks between conversations, Strategies act inside the conversation at the right moment. Both ride the same conversations Livechat carries, and when a human takes over, Live Assist keeps them fast.

QUICK DEMO

See it work

SIMULATION
A play weighed live inside the conversation: right audience, right moment, one offer, never a popup.Open the full demo →