Browse the knowledge base
Articles, walkthroughs, and integration guides — organized by topic. Use ⌘K to jump to any article instantly.
Reviews, Feedback & Surveys
Show the right reviews to each visitor, collect new ones, ask one question or a few, and show…
13 articles →Use Cases
Complete recipes, start to finish — each one a campaign you could build this afternoon.
12 articles →Start Here
Install Personyze, verify it is running, and get the account ready — site profile, team members, plan.
12 articles →Content & Design
What the visitor actually sees: the action types, the editors that build them, and the template gallery.
12 articles →AI Assistant
The chat agent and the ask box — what they know, how they behave, what they may offer,…
11 articles →Audiences & Targeting
Deciding who sees what — targeting rules, page groups, CRM lists, custom profile fields and overlapping audiences.
10 articles →Analytics & Data Platforms
Segment, Tealium, Zeotap and Google Analytics.
10 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 →ABM & Visitor Identification
Turning an anonymous visit into a company name — 6sense, Clearbit, ZoomInfo, Albacross, Leadfeeder, leadREBEL.
8 articles →CRM & Marketing
HubSpot, Klaviyo, Zoho, Pardot and generic CRM sync.
8 articles →Account & Billing
Your plan, your balance, the people who can log in, and how to reach support.
7 articles →Product Recommendations
Algorithms, wizards and delivery for product recommendations.
7 articles →Recommendation Setup & Feeds
The catalog behind a recommendation — feeds, interests, filters and fallbacks.
7 articles →Campaigns
Building, testing and launching a campaign, and every channel it can run on — web, email, push, mobile…
6 articles →Content Recommendations
Algorithms, wizards and delivery for article and content recommendations.
6 articles →The Tracker
What the tracking code records, and the situations that need it told something extra.
6 articles →Automation & Webhooks
Zapier, Make, n8n, Slack and raw webhooks.
5 articles →Email Campaigns
Recommendations and personalized content inside email — yours or your ESP’s.
5 articles →Widgets & Add-ons
Extras that sit on top of a recommendation widget — add to cart, bundles, social proof, coupons.
5 articles →QA & Launch
Preview, forecast, publish safely — and what to check when something does not show.
5 articles →Analytics & Reporting
Reading the numbers: dashboards you build yourself, campaign performance, conversion goals, live activity and metric definitions.
5 articles →Mobile Apps
Running Personyze inside an iOS or Android app.
3 articles →Visitor Data
What Personyze holds about a person — your own fields, session values, and identity.
3 articles →Feeds & Uploads
Getting your catalog, content, interests and users into Personyze.
3 articles →Recommendations
Product and content recommendations end to end — algorithms, feeds, filters, wizards, widgets and JSON delivery.
3 articles →Web Push Campaigns
Collecting subscribers and sending browser notifications.
2 articles →Web Browser Campaigns
Campaigns that run on your own site.
2 articles →AI Assistants
Connect Claude, ChatGPT and other assistants to your Personyze account.
2 articles →Conversions
Wiring a goal to a real event on your site.
2 articles →Privacy & Consent
Loading under a consent manager, and honouring an opt-out.
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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Existing Action — Put Any of Your Actions Inside a Canvas Design
The Canvas Builder element that places one of your own actions - a recommendation widget, an offer, a form, reviews, a finder - inside a design, running as…
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AI Finders: Words for Each Visitor, the Look, and Closing
Make a finder speak to each visitor with variables, variations and a line the assistant writes for them; style it with twelve looks; and choose how it closes…
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AI in Personyze — Assistants, Prompts, and Where to Find Them
Every AI assistant in Personyze: targeting, content editing, data grabbing and placement — and how to write prompts that work.
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AI Product Finder and AI Content Finder — Visitors Say What They Need
A bar where visitors describe what they need in their own words; the assistant picks the products or articles that fit, and says why each one fits.
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Behaviour, Handover & Leads
What the AI assistant can do, what it must never say, when it hands a visitor to a person, and how a captured email becomes a visitor profile.
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Appearance, Placements & Attachments
Colours, the button, the teaser card, image attachments, reading answers aloud, the Powered by Personyze link, and what a campaign may override.
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Category & Interest Recommenders — Recommend a Section, Not an Item
Two actions that recommend where to go next rather than what to buy — a product category or an article topic — with the eleven algorithms behind them…
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Canvas Builder — Design Popups, Banners & Inline Blocks from Elements
Assemble a popup, banner or inline block out of elements — headline, photo, countdown, form, recommendation strip — instead of editing a finished template.