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.
29 articles →Content & Design
What the visitor actually sees: the action types, the editors that build them, and the template gallery.
27 articles →Reviews, Feedback & Surveys
Show the right reviews to each visitor, collect new ones, ask one question or a few, and show…
21 articles →Start Here
Install Personyze, verify it is running, and get the account ready — site profile, team members, plan.
19 articles →AI Assistant
The chat agent and the ask box — what they know, how they behave, what they may offer,…
16 articles →Campaigns
Building, testing and launching a campaign, and every channel it can run on — web, email, push, mobile…
14 articles →ABM & Visitor Identification
Turning an anonymous visit into a company name — 6sense, Clearbit, ZoomInfo, Albacross, Leadfeeder, leadREBEL.
14 articles →Audiences & Targeting
Deciding who sees what — targeting rules, page groups, CRM lists, custom profile fields and overlapping audiences.
13 articles →Account & Billing
Your plan, your balance, the people who can log in, and how to reach support.
12 articles →Analytics & Data Platforms
Segment, Tealium, Zeotap and Google Analytics.
12 articles →Content Editor & Variations
The editors, dynamic variables, split cases and where content is allowed to appear.
11 articles →Use Cases
Complete recipes, start to finish — each one a campaign you could build this afternoon.
11 articles →Recommendations
Product and content recommendations end to end — algorithms, feeds, filters, wizards, widgets and JSON delivery.
10 articles →CRM & Marketing
HubSpot, Klaviyo, Zoho, Pardot and generic CRM sync.
10 articles →Web Browser Campaigns
Campaigns that run on your own site.
9 articles →Developers
The REST API, SDKs, server-side personalization and the template language.
8 articles →Recommendation Setup & Feeds
The catalog behind a recommendation — feeds, interests, filters and fallbacks.
7 articles →QA & Launch
Preview, forecast, publish safely — and what to check when something does not show.
6 articles →Product Recommendations
Algorithms, wizards and delivery for product recommendations.
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 →Analytics & Reporting
Reading the numbers: dashboards you build yourself, campaign performance, conversion goals, live activity and metric definitions.
4 articles →Visitor Data
What Personyze holds about a person — your own fields, session values, and identity.
4 articles →Content Recommendations
Algorithms, wizards and delivery for article and content recommendations.
4 articles →AI Assistants
Connect Claude, ChatGPT and other assistants to your Personyze account.
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 →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 →Integrations
Connecting Personyze to the rest of your stack — CRM, ABM enrichment, CDPs, automation tools and AI assistants.
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 →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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Hunter Integration — Find the Right Person at a Visiting Company
Connect your own Hunter API key so Company follow-up can find the right person at a visiting company when Apollo has nobody there, or on its own when…
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Apollo Integration — Find the Right Person at a Visiting Company
Connect your Apollo account with Connect with Apollo - sign in and Authorize, no API key - so Company follow-up can find the right person, with a verified…
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Company Follow-up — The Right Person at Every Company That Visits
When a company you can sell to visits your site, Company follow-up finds the right person there with your own Apollo or Hunter key, makes a page for…
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ZoomInfo Integration
Enrich anonymous visitors with ZoomInfo B2B intelligence — the two API versions and which credentials each needs, property mapping, and using the data in targeting, content and A/B…
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Lusha Integration — Find the Right Person at a Visiting Company
Lusha finds the person to write to at a company that visits your site, for Company follow-up, when the contact finders asked before it have nobody there —…
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Snov.io Integration — Find the Right Person at a Visiting Company
Snov.io finds the person to write to at a company that visits your site, for Company follow-up, when the contact finders asked before it have nobody there —…
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Content Recommendations Wizard
Build a content recommendation widget from article catalog to live campaign — what readers do, the content algorithms, and the settings that differ from products.
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AI Chat Agent — An Assistant That Answers From What You Teach It
The AI Chat agent answers your visitors from your own pages and catalogue, and hands over to a person when it should. Start here, then follow the topic…