AI Email & CRM

Optimize email marketing & CRM with AI - Page 2

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.