AI Email & CRM

Optimize email marketing & CRM with AI

Latest Editor Updates

Recently revised articles with important model, tool, or workflow changes.

Editor Update July 10, 2026
AI Email & CRM

Guardrails for AI Refund Automation: When Multilingual Self-Service Can Issue Refunds, and When It Shouldn't

Starting July 1, Zendesk is migrating AI agents to a new workspace (through September 30), changing how knowledge sources and search rules work for customers who bought the Advanced add-on before March 10, 2026 — recheck the Zendesk guardrail configs in this article against the migration timeline. Separately, Intercom has rebranded as Fin, and Salesforce announced a $3.6B acquisition on June 15; factor the post-close roadmap into vendor choice.

Editor Update July 10, 2026
AI Email & CRM

Klaviyo Composer AI Tested: Can One Prompt Really Build a Full Campaign

At K:LDN on June 30, Klaviyo upgraded Composer into an AI marketing agent, now in public beta: a single prompt can generate a complete campaign including audience selection, cross-channel email and SMS copy, and send timing. The boundaries tested in this article — content only, no audience or timing decisions — no longer apply to the new version.

Editor Update July 10, 2026
AI Email & CRM

Klaviyo Social Marketing Goes GA: Can It Replace Later or Hootsuite

On July 7, Klaviyo published full product details for Social Marketing: Instagram is the supported platform at launch, with DMs, comments, and mentions flowing into unified customer profiles to convert followers into email, SMS, and WhatsApp subscribers. The positioning is social-to-owned-channel conversion, not multi-platform scheduling — teams that need publishing calendars still cannot replace Later or Hootsuite with it.

Attentive Brand Voice 2.0: Putting Real Guardrails on AI Messages Across SMS, Email, and RCS

Attentive shipped Brand Voice 2.0 inside Brand Kit on June 30, splitting brand guidance into Identity, Personality, and Rules layers that govern AI Pro, AI Journeys, and AI Campaigns across SMS, email, and RCS, with real-time preview and approval workflows. As message automation goes agentic, the guardrail layer is where brand damage gets prevented. Here is how to set it up and how it compares to Klaviyo's Agent Guidance.

Editor Update

Guardrails for AI Refund Automation: When Multilingual Self-Service Can Issue Refunds, and When It Shouldn't

Cross-border sellers want AI to handle refunds self-service across 15 languages without getting gamed. Here is which refunds are safe to fully automate, why the multilingual layer breaks first, and the three guardrails you need: a hard amount cap, a confidence threshold, and fraud controls. With setup notes for Gorgias, Intercom Fin, and Zendesk.