Clever AI Actionable Insights

Continuous, AI-generated recommendations from your transaction and customer data, each with a suggested next step you can act on immediately.

Clever AI Actionable Insights continuously analyses your transactional and behavioural data and surfaces specific, plain-language recommendations, so you don’t have to dig through raw reports to spot what matters. This page explains where to find insights, the kinds of insights Clever AI surfaces, and how to act on them.

Unlike the Forecaster, which you run on demand to simulate a scenario, Actionable Insights run continuously in the background and update as new transaction and customer data comes in.

Getting started

1. Navigate to Analytics

   From your Hello Clever dashboard, go to Growth Tools → Analytics. Insights are surfaced alongside your sales, customer, and channel widgets for the selected date range.

2. Review surfaced insights

   Each insight is presented as its own widget or callout, for example flagging your top customers by lifetime volume, first-time customers, or customers at high churn risk.

3. Act on a suggested next step

   Every insight includes a suggested action, such as targeting a segment with a cashback campaign, reaching out to a lapsing customer, or investigating a channel that’s underperforming.

Types of insights

Customer segments

Identifies your highest-value customers by lifetime volume, and first-time customers you can convert into repeat buyers.

Churn risk

Flags customers whose purchasing behaviour suggests they are at risk of lapsing, so you can re-engage them before they churn. The High churn risk filter on the Customers screen shows the full segment.

Redemption trends

Flags drops in cashback redemption rates so you can adjust a campaign before it underperforms further.

Channel performance

Surfaces your top-performing payment channels and integrations, so you know where sales volume is actually coming from.

Use the View All button on any Analytics widget to see the full underlying list behind an insight, not just the top entries. It opens the Customers screen with that segment already filtered. Selecting it on the churn-risk widget, for example, gives you the complete High churn risk list, which you can then sort by lifetime volume and export.

How insights are generated

Clever AI combines the following data sources to generate insights, using the anonymised transaction and behavioural data already flowing through your Hello Clever account:

• Historical and real-time transaction volume
• Customer purchase and repeat-visit patterns
• Cashback redemption activity
• Channel and integration performance

Clever AI features, including Actionable Insights and the Forecaster, are built on anonymised transaction data. See AML/CTF and AI practices for how Hello Clever handles this data.

Use cases

Targeted cashback campaigns

Focus a new campaign on the customer segment an insight identifies as highest-value or at risk of churning, rather than targeting everyone equally.

Retention

Re-engage customers flagged as at risk of churning before they stop purchasing altogether.

Campaign monitoring

Catch a drop in redemption rate early and adjust a live campaign instead of waiting for a post-mortem.

Channel investment

Double down on the channels an insight surfaces as top-performing, and investigate ones that are underperforming.

Combine Actionable Insights with the Forecaster to validate the expected impact of acting on an insight (for example, launching a cashback campaign for a flagged segment) before you commit budget.

Limitations

Insights are generated from your store’s own transaction and behavioural data. They are recommendations, not guarantees, and should be combined with your own business judgement.

• Stores with limited transaction history may see fewer or less specific insights until more data has been captured.
• Insights reflect patterns in past and current data, and do not automatically account for external factors such as holidays or one-off promotions.