Browse the knowledge base
Articles, walkthroughs, and integration guides — organized by topic. Use ⌘K to jump to any article instantly.
Email Campaigns
Recommendations and personalized content inside email — yours or your ESP’s.
21 articles →Reviews, Feedback & Surveys
Show the right reviews to each visitor, collect new ones, ask one question or a few, and show…
18 articles →Content & Design
What the visitor actually sees: the action types, the editors that build them, and the template gallery.
16 articles →Start Here
Install Personyze, verify it is running, and get the account ready — site profile, team members, plan.
15 articles →Analytics & Data Platforms
Segment, Tealium, Zeotap and Google Analytics.
11 articles →Audiences & Targeting
Deciding who sees what — targeting rules, page groups, CRM lists, custom profile fields and overlapping audiences.
11 articles →AI Assistant
The chat agent and the ask box — what they know, how they behave, what they may offer,…
11 articles →Use Cases
Complete recipes, start to finish — each one a campaign you could build this afternoon.
11 articles →CRM & Marketing
HubSpot, Klaviyo, Zoho, Pardot and generic CRM sync.
10 articles →ABM & Visitor Identification
Turning an anonymous visit into a company name — 6sense, Clearbit, ZoomInfo, Albacross, Leadfeeder, leadREBEL.
9 articles →Content Editor & Variations
The editors, dynamic variables, split cases and where content is allowed to appear.
9 articles →Developers
The REST API, SDKs, server-side personalization and the template language.
8 articles →Recommendations
Product and content recommendations end to end — algorithms, feeds, filters, wizards, widgets and JSON delivery.
8 articles →Account & Billing
Your plan, your balance, the people who can log in, and how to reach support.
7 articles →Campaigns
Building, testing and launching a campaign, and every channel it can run on — web, email, push, mobile…
6 articles →Recommendation Setup & Feeds
The catalog behind a recommendation — feeds, interests, filters and fallbacks.
5 articles →The Tracker
What the tracking code records, and the situations that need it told something extra.
5 articles →Automation & Webhooks
Zapier, Make, n8n, Slack and raw webhooks.
5 articles →Web Browser Campaigns
Campaigns that run on your own site.
4 articles →Analytics & Reporting
Reading the numbers: dashboards you build yourself, campaign performance, conversion goals, live activity and metric definitions.
4 articles →Product Recommendations
Algorithms, wizards and delivery for product recommendations.
4 articles →QA & Launch
Preview, forecast, publish safely — and what to check when something does not show.
4 articles →Visitor Data
What Personyze holds about a person — your own fields, session values, and identity.
3 articles →Privacy & Consent
Loading under a consent manager, and honouring an opt-out.
3 articles →Feeds & Uploads
Getting your catalog, content, interests and users into Personyze.
3 articles →Mobile Apps
Running Personyze inside an iOS or Android app.
3 articles →Widgets & Add-ons
Extras that sit on top of a recommendation widget — add to cart, bundles, social proof, coupons.
3 articles →AI Assistants
Connect Claude, ChatGPT and other assistants to your Personyze account.
2 articles →Web Push Campaigns
Collecting subscribers and sending browser notifications.
2 articles →Conversions
Wiring a goal to a real event on your site.
2 articles →Content Recommendations
Algorithms, wizards and delivery for article and content recommendations.
2 articles →Integrations
Connecting Personyze to the rest of your stack — CRM, ABM enrichment, CDPs, automation tools and AI assistants.
1 article →Tracking & Data
What Personyze collects and how you feed it: tracker events, goals, consent, identity, profile fields and data uploads.
1 article →Recently updated
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Data & Privacy Settings — Retention, Collection, Visitor Requests and Access
Settings, Data & privacy: how long each kind of visitor data is kept, what the tracking code collects, how to answer a visitor who asks to see or…
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Site Profile Settings — Features, Analytics & Advanced Controls
The top-level settings for one tracked site — which capabilities are active, the analytics options, and the advanced controls.
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What the Assistant May See — Visitor Data & Catalogue
Which visitor data the AI assistant may see, what your own profile fields mean to it, which catalogues it may search, and how long transcripts are kept.
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Tracking & Data — What Personyze Collects
The tracker, the goals it counts, the consent it obeys, the identity it resolves and the data files you feed it.
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GDPR Compliance & Opt-Out for Personyze Tracking
How to opt visitors out of Personyze tracking for GDPR/privacy compliance using JavaScript, and how to verify and re-enable tracking when consent is granted.
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Consent Mode — Loading Personyze Under a Consent Manager
Two ways to guarantee Personyze touches nothing on a visitor's device before they consent, and how to set them.
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Personyze client side cookies
Reference for the cookies and local storage entries Personyze uses for visitor identity, session tracking, and frequency capping — including expiration, scope, and GDPR-relevant retention controls.
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When an Email Sends — Triggers, Waits, Best Time and Limits
The Timing step of an email: what starts it, how long it waits, which hours and days it may go, each person’s best time, how often one person…