Browse the knowledge base
Articles, walkthroughs, and integration guides — organized by topic. Use ⌘K to jump to any article instantly.
Start Here
Install Personyze, verify it is running, and get the account ready — site profile, team members, plan.
12 articles →Use Cases
Complete recipes, start to finish — each one a campaign you could build this afternoon.
12 articles →Content & Design
What the visitor actually sees: the action types, the editors that build them, and the template gallery.
11 articles →Analytics & Data Platforms
Segment, Tealium, Zeotap and Google Analytics.
10 articles →Audiences & Targeting
Deciding who sees what — targeting rules, page groups, CRM lists, custom profile fields and overlapping audiences.
10 articles →AI Assistant
The chat agent and the ask box — what they know, how they behave, what they may offer,…
9 articles →Content Editor & Variations
The editors, dynamic variables, split cases and where content is allowed to appear.
9 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 →Developers
The REST API, SDKs, server-side personalization and the template language.
8 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 →Account & Billing
Your plan, your balance, the people who can log in, and how to reach support.
7 articles →The Tracker
What the tracking code records, and the situations that need it told something extra.
6 articles →Campaigns
Building, testing and launching a campaign, and every channel it can run on — web, email, push, mobile…
6 articles →QA & Launch
Preview, forecast, publish safely — and what to check when something does not show.
5 articles →Content Recommendations
Algorithms, wizards and delivery for article and content recommendations.
5 articles →Widgets & Add-ons
Extras that sit on top of a recommendation widget — add to cart, bundles, social proof, coupons.
5 articles →Email Campaigns
Recommendations and personalized content inside email — yours or your ESP’s.
5 articles →Automation & Webhooks
Zapier, Make, n8n, Slack and raw webhooks.
5 articles →Analytics & Reporting
Reading the numbers: dashboards you build yourself, campaign performance, conversion goals, live activity and metric definitions.
5 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 →Mobile Apps
Running Personyze inside an iOS or Android app.
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 →AI Assistants
Connect Claude, ChatGPT and other assistants to your Personyze account.
2 articles →Web Browser Campaigns
Campaigns that run on your own site.
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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Testing & QA — Every Way to Check a Campaign Before It Ships
Preview links, the diagnostic link, the recommendation simulator, email and web push QA, the QA Simulator, staging mode and the console — every way to check a campaign,…
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Setting Recommendation Fallbacks
Configure fallback algorithms on Personyze recommendations so visitors with no behavioral data — new subscribers, anonymous traffic — never see empty or random recommendations.
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Setting Filters On Recommendations
Filter the pool of products or content that recommendation algorithms draw from — by category, price range, stock status, brand, or any custom attribute — for sharper, more…
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Content & Design — What the Visitor Actually Sees
Everything that changes what a visitor sees: the live editor, popups and banners, recommendation widgets, booking calendars, redirects and scripts — where each one goes and how often…
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Recommendation Algorithms — What Each One Picks
Every algorithm in the recommendation picker — what it draws on, what it needs, and the page anchor that changes its meaning. Including Similar Items (AI), Back in…
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Targeting and Personalization
Personyze targeting campaigns show different content, layouts, or offers to specific visitor segments using 70+ real-time signals. Walk through the flow — build the audience with the live…
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Mixpanel Integration — Campaign Events Out, Cohorts In
Send Personyze campaign events to Mixpanel from our servers, keyed on the visitor id — with the region setting that silently drops data when it is wrong.
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Amplitude Integration — Campaign Events Out, Cohorts In
Report Personyze campaign events straight to Amplitude from our servers — so they arrive whether or not the Amplitude SDK loaded on the page.