Browse the knowledge base
Articles, walkthroughs, and integration guides — organized by topic. Use ⌘K to jump to any article instantly.
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 →AI Assistant
The chat agent and the ask box — what they know, how they behave, what they may offer,…
9 articles →Audiences & Targeting
Deciding who sees what — targeting rules, page groups, CRM lists, custom profile fields and overlapping audiences.
9 articles →Content Editor & Variations
The editors, dynamic variables, split cases and where content is allowed to appear.
9 articles →Start Here
Install Personyze, verify it is running, and get the account ready — site profile, team members, plan.
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 →ABM & Visitor Identification
Turning an anonymous visit into a company name — 6sense, Clearbit, ZoomInfo, Albacross, Leadfeeder, leadREBEL.
7 articles →Account & Billing
Your plan, your balance, the people who can log in, and how to reach support.
7 articles →Recommendation Setup & Feeds
The catalog behind a recommendation — feeds, interests, filters and fallbacks.
7 articles →Product Recommendations
Algorithms, wizards and delivery for product recommendations.
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 →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 →QA & Launch
Preview, forecast, publish safely — and what to check when something does not show.
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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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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Tuning the Engine — Score Blend & Presets
The account-wide weights behind every recommendation ordering — purchases vs views, freshness, click feedback, and the per-visitor price range that stays off unless you switch it on.
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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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Audience Discovery — The Audiences Hiding in Your Own Data
Once a week Personyze reads your own visitor data and finds short, readable rules for the groups that convert far more often than average — and the ones…
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Frequency Caps — How Often a Visitor Sees It
Left alone, a popup shows on every page load, for ever. Caps at two levels — per action and across a whole campaign — decide how many views,…
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Book a Meeting — Appointment Scheduling on Your Site
Put a working calendar on your site: hosts, availability, meeting types, reminders that cut no-shows, and a booking that lands wherever your leads already land. It is an…
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Use Cases — Complete Recipes
Eleven end-to-end recipes, each one a campaign you could build this afternoon.
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Integrations — Connecting Personyze to Your Stack
CRM and marketing tools, ABM enrichment, CDPs, automation platforms and AI assistants — what each one sends, and which direction.