Must-have tools, already built in.

RevCent tools help ecommerce teams automate work, segment customers, send messages, run custom logic, trigger actions, and give customers secure self-service access.

Customer Groups

Turn customer behavior into business action.

Customer Groups organize customers into reusable segments, lifecycle states, recovery lists, suppression groups, reporting dimensions, and automation triggers.

Segments built from real customer context.

Create groups from purchase history, subscription state, payment issues, product interest, campaign source, metadata, customer value, support needs, risk signals, or manual business decisions.

01
Manual groupsUse human, AI, Function, or external-system judgment for VIP, manual review, special offer, or do-not-contact states.
02
Rule-based groupsQualify customers by measurable behavior like LTV, product purchases, renewals, declines, metadata, or campaign source.
03
Lifecycle groupsRepresent where customers are: first-time buyer, active subscriber, trial conversion, payment recovery, or winback.
04
Suppression groupsProtect the business with groups like fraud review, manual review, high refund risk, or do not contact.
Groups power better marketing audiences.

Use Customer Groups to create smarter customer lists for email, SMS, winback, reorder, upsell, retention, and lookalike campaigns in advertising platforms like Facebook.

VIPBuild lookalike seed lists.

Use your highest-LTV customers as clean source audiences for Facebook and other ad platforms.

ReorderTarget customers at the right time.

Create reorder audiences from product purchase timing, replenishment windows, and prior buying behavior.

WinbackBring good customers back.

Find customers who have not purchased recently, then send tailored comeback offers by product interest.

UpsellPromote the next best product.

Group customers by what they bought so follow-up campaigns can recommend the most relevant add-on.

CampaignMeasure traffic quality.

Segment customers by affiliate, source, campaign, shop, or metadata to see which audiences are worth scaling.

SuppressKeep bad audiences out.

Exclude do-not-contact, refund-risk, fraud-review, or poor-fit customers from outbound campaigns.

Report on every customer segment.

Because groups become structured business categories, AI can compare revenue, recovery, LTV, refunds, subscriptions, churn risk, and campaign quality by customer segment.

ChatGPT
Connected to RevCent
Compare our customer groups and show which segments deserve attention today.
You
I checked Customer Groups, sales, subscriptions, payments, refunds, notes, and recent events. Payment Recovery has the biggest near-term revenue opportunity.
Break it down by revenue, risk, and next action.
You
VIP and Reorder Candidate are healthy. Payment Recovery needs outreach, Subscription Save needs calls, and Fraud Review should stay suppressed from automation.
Message ChatGPT
ToolsRevCent
Customer group report
RevCent segment dashboard
Customer group performance
Live groups
VIP revenue$88.4k↑ 11.8%
Recovery value$14.2k42 customers
Winback LTV$312avg customer
Risk review19suppressed
Revenue by group Payment Recovery +24%
Group changes can trigger action.

When a customer enters or leaves a group, RevCent can treat that as a business event that starts the next step: AI review, email, voice outreach, Function logic, reporting, or an external sync.

01
Customer qualifiesA customer matches a rule or is manually placed into a meaningful group.
02
Group event firesRevCent records the customer group added or removed event as a state change.
03
Workflow runsTrigger AI Assistants, AI Voice, Email Templates, Functions, CRM updates, or human follow-up.
04
Outcome improvesNotes, metadata, group changes, and reporting show what happened and how the segment performed.
React when group membership changes.

A customer group added or removed event can give external AI agents enough context to review the customer, decide the next action, update systems, and record the outcome back in RevCent.

revcent-ops — customer-group-event.ts
Cursor
customer-group-event.tsagentterminal
1  const event = await revcent.events.customerGroupModified();
2  const customer = await revcent.customers.get(event.customerId);
3  const groups = await revcent.customerGroups.list(customer.id);
4  const offer = await createComebackOffer(customer, groups);
5  await revcent.emails.send(offer.email);
6  return offer.summary;
Cursor Agent Customer Group event received
George Washington entered Winback Candidate. He is a good customer with strong purchase history but has not purchased in 2 months. Check product affinity, prior orders, notes, suppression groups, and recent activity. Create a customized comeback offer and save the outcome to RevCent.
Loaded customer groups, 9 prior orders, favorite products, notes, last purchase date, and suppression statusmcp
Confirmed customer is healthy, not suppressed, and has gone 62 days without a new purchasereview
Sent personalized comeback offer for his preferred product category and added a follow-up notesent
Email Templates

Event-driven emails for your business.

Email templates let RevCent send consistent, branded messages when sales, shipments, customer actions, payment events, and business workflows occur.

Automated emails from business moments.

Email Templates can send from important RevCent activity like paid sales, shipped orders, delivered shipments, failed renewals, refunds, chargebacks, Functions, AI Assistants, and more.

Available email triggers Scrollable
SaleSale success receipt
SaleSale failure notice
SaleSale fraud alert
SalePending sale / no payment
CustomerCustomer created
InvoiceInvoice created
RefundPending refund created
RiskFraud detection created
SentinelSentinel alert
ShippingShipping item created
ShippingShipping item shipped
ShippingShipping item delivered
ShippingShipping item voided
RenewalSubscription renewal upcoming
RenewalSubscription renewal success
RenewalSubscription renewal failure
TrialTrial expiration upcoming
TrialTrial expiration success
TrialTrial expiration failure
AIAI Memo created
API / AIDirect template send
Dynamic content with real RevCent data.

Templates can use Handlebars-style placeholders so each email can include customer, sale, shipping, subscription, payment, and custom Function data.

01 Template data RevCent passes the relevant item context into the template.
{
  "customer": "George",
  "sale_total": "$84.95"
}
02 Handlebars HTML Template placeholders are replaced with live business data when the message renders.
<h1>Thanks, {{customer.first_name}}</h1>
<p>Order total: {{sale.total}}</p>
03 Personalized email The customer receives a message that reflects the actual record, not a static generic email.
<h1>Thanks, George</h1>
<p>Order total: $84.95</p>
Build the template visually.

Use the template builder to create polished transactional emails, preview the layout, and keep confirmation, shipping, renewal, recovery, and support messages consistent.

Email Template Design Editor
Saved
File Edit Format Tools Table
ACAcme Store
Store|Help
Order Confirmation
Order no: {{id}}
Hello {{customer.first_name}},
Thank you for your purchase! We greatly appreciate your business.
Customer: {{customer.first_name}}
{{customer.last_name}}
{{customer.address_line_1}}
{{customer.city}}
Ship To: {{ship_to.first_name}}
{{ship_to.last_name}}
{{ship_to.address_line_1}}
{{ship_to.city}}
Let AI build your templates.

Ask AI to create branded Email Templates using your logo, colors, tone, product context, and RevCent template data, then review and edit the result inside RevCent.

ChatGPT
Connected to RevCent
Create an order confirmation email template using our logo, purple brand colors, and a clean ecommerce layout.
You
I’ll create a branded order confirmation template with a logo header, order summary, customer greeting, and dynamic RevCent placeholders.
Add a friendly upsell section and make it ready to edit in RevCent.
You
Done. The template is saved with your branding, dynamic order data, and an editable upsell block.
Message ChatGPT
ToolsRevCent
Generated email
Draft created In progress
ACAcme StoreOrder confirmation
Your order is confirmed, George.

Thanks for shopping with us. We’re getting your order ready and will send tracking as soon as it ships.

Hi {{customer.first_name}},

Your Acme Store order has been received. We’ll pack it carefully and email you once the shipment is on the way.

Starter KitOrder {{sale.id}} · Ships to {{ship_to.city}}
{{sale.total}}
View your order
You are receiving this because you placed an order with Acme Store.
Saved to RevCent Ready to edit
ACAcme StoreAI optimized
Your order is confirmed. Your next refill is ready.

Thanks again, George. We noticed this Starter Kit pairs best with the 30-day refill pack.

Hi {{customer.first_name}}, your order is all set.

We’re preparing your Starter Kit now. Since you’re a returning customer, we also reserved a refill offer for your next shipment.

Order summary{{sale.product_name}} · Order {{sale.id}}
{{sale.total}}
15%
Add refills before your order ships.Save 15% today and keep your routine stocked without waiting.
Add refills to my order
Questions? Reply to this email and our support team will help.
Events

Business events that trigger action.

RevCent events let your account react when important things happen: sales, customers, payments, chargebacks, subscriptions, shipments, notes, AI Assistants, and more.

KB MD
Events make your business realtime.

Events are structured records of what happened inside the account. They are usually tied to a specific item, then used by configured RevCent features as trigger points.

ItemTied to real records.

Events can belong to sales, customers, shipments, subscriptions, transactions, chargebacks, trials, fraud detections, notes, AI memos, and more.

DataCarry the item context.

Listening features receive fields like item type, item event, item ID, item details, event trigger, and event notations.

SignalThe event is not the action.

An Event describes what happened. A Function, Email Template, AI Assistant, or AI Voice Agent performs the action after listening for it.

React to the right moment.

RevCent lets you decide how precise each trigger should be. Catch a broad business moment, like any sale created, or narrow it down to the exact situation, like a paid sale, a declined payment, or a shipped order.

Available event notations Scrollable
AI Memoai_memo.created
Chargebackchargeback.created
Checkcheck_direct.created
Customercustomer.created
Customercustomer.updated.add_card
Customercustomer.updated.address
Customercustomer.updated.customer_group
Customercustomer.updated.customer_group.added
Customercustomer.updated.customer_group.removed
Customercustomer.updated.disabled
Customercustomer.updated.enabled
Discountdiscount.created
Fraudfraud_detection.created
Fraudfraud_detection.updated.false_positive
Invoiceinvoice.created
Notenote.created
Offlineoffline_payment.created
PayPalpaypal_dispute.created
PayPalpaypal_transaction.created
Refundpending_refund.created
Refundpending_refund.created.product_sale
Refundpending_refund.created.product_sale.full
Refundpending_refund.created.product_sale.partial
Refundpending_refund.created.shipping
Refundpending_refund.created.shipping.full
Refundpending_refund.created.shipping.full.has_fulfillment
Refundpending_refund.created.shipping.full.no_fulfillment
Refundpending_refund.created.shipping.has_fulfillment
Refundpending_refund.created.shipping.no_fulfillment
Refundpending_refund.created.shipping.partial
Refundpending_refund.created.shipping.partial.has_fulfillment
Refundpending_refund.created.shipping.partial.no_fulfillment
Refundpending_refund.created.subscription_renewal
Refundpending_refund.created.subscription_renewal.full
Refundpending_refund.created.subscription_renewal.partial
Refundpending_refund.created.tax
Refundpending_refund.created.tax.full
Refundpending_refund.created.tax.partial
Productproduct.created
Productproduct.deleted
Productproduct.updated
Product Saleproduct_sale.created
Salesale.created
Salesale.created.failed
Salesale.created.failed.declined
Salesale.created.failed.error
Salesale.created.failed.fraud_detected
Salesale.created.failed.merchant_error
Salesale.created.failed.merchant_hold
Salesale.created.failed.no_gateway
Salesale.created.success
Salesale.created.success.has_salvage
Salesale.created.success.is_upsell
Salesale.created.success.paid
Salesale.created.success.paid.has_salvage
Salesale.created.success.paid.is_upsell
Salesale.created.success.pending
Salesale.created.success.pending.is_upsell
Salesale.updated.fraud_alert.added
Salesale.updated.fraud_alert.removed
Salvagesalvage_transaction.updated.processed
Salvagesalvage_transaction.updated.processed.failed
Salvagesalvage_transaction.updated.processed.success
Sentinelsentinel.alert
Sentinelsentinel.alert.firewall_block
Sentinelsentinel.alert.fraud_detected
Shippingshipping.created
Shippingshipping.created.has_fulfillment
Shippingshipping.created.no_fulfillment
Shippingshipping.updated.delivered
Shippingshipping.updated.ship_to
Shippingshipping.updated.shipped
Subscriptionsubscription.created
Subscriptionsubscription.updated.renewed
Subscriptionsubscription.updated.renewed.failed
Subscriptionsubscription.updated.renewed.success
Subscriptionsubscription.updated.status
Subscriptionsubscription.updated.status.active
Subscriptionsubscription.updated.status.cancelled
Subscriptionsubscription.updated.status.occurrence_limit
Subscriptionsubscription.updated.status.overdue
Subscriptionsubscription.updated.status.suspended
Renewalsubscription_renewal.updated.failed
Renewalsubscription_renewal.updated.success
Taxtax.created
Transactiontransaction.created
Trialtrial.created
Trialtrial.updated.cancelled
Trialtrial.updated.expired
Trialtrial.updated.expired.failed
Trialtrial.updated.expired.success
Trialtrial.updated.extended
Trialtrial.updated.shortened
Turn moments into action.

Once RevCent records the Event, other features can listen for the matching notation and use the item context to run the correct workflow.

Remote AINotify external agents.

Remote AI connected through MCP can use event context to investigate, report, build, trigger tools, or coordinate next steps.

AI AssistantsStart internal workflows.

Launch AI Assistant workflows from event context so AI can review, decide, summarize, create notes, or perform approved actions.

AI VoiceTrigger customer calls.

Use events to decide when AI Voice Agents should call customers for recovery, retention, support, outreach, or follow-up.

FunctionsRun custom JavaScript.

Use events to run hosted Function logic for paid sales, declined payments, shipped orders, failed renewals, fraud alerts, and more.

Email TemplatesSend the right message.

Send customer or internal emails when sales, shipments, subscriptions, refunds, or chargebacks reach important lifecycle moments.

SyncSync other tools.

Events can feed webhooks, CRMs, fulfillment systems, support tools, Slack alerts, internal apps, and other third-party workflows.

Functions

Run custom code hosted by RevCent.

Functions let you run custom JavaScript in a secure RevCent environment, triggered by events, API calls, URLs, payment profiles, flows, AI Assistants, and more.

Run logic where the business happens.

Run Functions from the operational events already moving through RevCent, so custom logic happens at the exact moment the business needs it.

EventsReact to business changes.

Run code when sales, customers, subscriptions, shipments, transactions, notes, chargebacks, or other records are created or updated.

EndpointsCreate controlled entry points.

Use Function URLs and webhooks when outside systems need to send data into RevCent or request a custom response.

WorkflowsExtend native flows.

Use Functions inside Email Templates, schedules, Payment Profiles, and other RevCent workflows when standard settings are not enough.

Run custom JavaScript.

Functions are hosted JavaScript snippets that run inside RevCent when something important happens. They can transform event data, call outside APIs, generate custom responses, and extend the business without hosting another application.

JS event-function.js
Hosted
/* Send a Twilio text after a completed purchase */
const axios = global['axios'];
const sale = event.data.item_details;
const customer = sale.customer;
const message = `Thanks ${customer.first_name}, your order is confirmed.`;
const params = new URLSearchParams();
params.append('From', process.env.TWILIO_PHONE_NUMBER);
params.append('To', customer.phone_number);
params.append('Body', message);
axios.post('https://api.twilio.com/2010-04-01/Accounts/' + process.env.TWILIO_ACCOUNT_SID + '/Messages.json', params, {
  auth: { username: process.env.TWILIO_ACCOUNT_SID, password: process.env.TWILIO_AUTH_TOKEN }
}).then(function(response) {
  const res = { sent: true, message_sid: response.data.sid };
  callback(null, res);
}).catch(function(error) { callback(error); });
Use AI to create and edit Functions.

Because Functions are just JavaScript inside RevCent, your team can use ChatGPT or another AI tool to draft the logic, then review, test, and deploy it inside RevCent.

ChatGPT
Connected to RevCent
Write code for my existing RevCent Function so it sends an SMS through Twilio when a sale is completed.
You
I can write that Function and prepare it for the existing RevCent automation.
Update the existing Function in RevCent once the code is ready.
You
Done. I wrote the SMS logic, updated the existing Function in RevCent, and kept it ready for testing before enabling.
Message ChatGPT
ToolsRevCent
Function updated
send_twilio_smsCode written
/* Send a Twilio SMS from a RevCent Function */
const axios = global['axios'];
const sale = event.data.item_details;
const customer = sale.customer;
const body = `Thanks ${customer.first_name}, your order is confirmed.`;
// Twilio request uses env vars, then callback(null, res)
01
SMS logic generatedAI writes the Twilio code using RevCent sale and customer context.
02
Callback response addedThe Function returns a structured result after the SMS request.
send_twilio_smsUpdated in RevCent
/* Function saved */
status: "updated"
test_mode: "ready"
last_saved_by: "ChatGPT via RevCent"
next_step: "run test event"
01
Function updatedThe code is saved to the existing Function in RevCent.
02
Ready to testThe business can test the Function before enabling it.
Functions can trigger automatically.

Configure a Function once, then let RevCent run it automatically from account events like a sale being created, a customer updating, a subscription renewing, or a shipment changing status.

Edit Function
EnabledThis Function can run when the trigger occurs.
Function name
send_twilio_sms
Description
Send a text message through Twilio after a sale is created in RevCent.
Trigger type
Account Event
Account event
Sale Created
Automatic trigger Run when a sale is created. RevCent watches account activity and executes the Function when the selected event occurs.
Account EventTrigger type
Sale CreatedSelected event
send_twilio_smsFunction runs
Remote AI can trigger Functions.

Any AI tool connected to RevCent through MCP can trigger approved Functions, turning external AI chats, agents, and IDEs into safe operators for your business.

Cursor Agent — connected to RevCent MCP
Cursor
agent taskmcp toolsfunction result
1  task: notify VIP customer about delayed shipment
2  tool: RevCent.GetCustomer(customer_id)
3  tool: RevCent.GetFunctions()
4  selected: send_twilio_sms
5  tool: RevCent.TriggerFunction({
6    function_id: "send_twilio_sms",
7    custom_arguments: { customer_id, shipment_id }
8  })
9  result: callback response received
Remote AI Action RevCent MCP
Cursor asks RevCent MCP to trigger an approved Function. The Function runs inside RevCent, uses configured secrets, calls Twilio, and returns a callback response.
Remote AI discovered available RevCent FunctionsMCP
TriggerFunction ran approved code inside RevCentsafe
Function sent SMS and returned result to the agentdone
AI Assistants can trigger Functions.

RevCent AI Assistants can use Functions as approved workflow tools, allowing an assistant to check context, decide what should happen, run custom code, or skip the action safely.

AI RevCent AI Assistant
Function tool enabled
StartSale completedA paid sale event starts the assistant workflow.
ContextRead customer dataThe assistant receives sale, customer, product, and metadata context.
DecisionShould SMS send?The assistant checks consent, phone number, purchase type, and business rules.
FunctionTrigger Twilio SMSThe assistant calls the approved Function when the customer qualifies.
ResultSMS sentThe Function returns callback data and the workflow continues.
SkipDo not sendThe assistant skips the Function when the customer should not receive SMS.
ResultReason loggedRevCent keeps the decision connected to the customer record.
AI Voice Agents can trigger Functions.

RevCent AI Voice Agents can trigger Functions during a live call, allowing the agent to send an SMS, fetch external data, create follow-up context, or run approved custom logic while speaking with the customer.

Customer Service
Inbound call
GW
George WashingtonInbound customer service call about a delayed shipment update
ActionSMS update
SourceInbound call
StatusSent
Transcript
AI
Voice AgentI can text you the shipment update while we are on the call. Would you like me to send it now?
GW
CallerYes, please send it to the phone number on my account.
AI
Voice AgentDone — you should receive a text message with your tracking link in just a moment.
GW
CallerGreat, I just received it. Thank you.
Email Templates can trigger Functions.

Email Templates can call Functions while the message is being prepared, letting RevCent generate custom template content from the sale, customer, product, and offer context.

01 New sale context A completed sale provides the product, customer, metadata, purchase history, and campaign context.

                            
02 Function generates content Custom JavaScript creates template data such as recommended products, support details, coupon logic, or next-best upsell offers.

                            
03 Email becomes personalized The Email Template uses the Function response to render custom receipt copy, product recommendations, and targeted upsell content.

                            
URLs can trigger Functions.

Function URLs can receive requests from external systems, validate the request, read the body, run your JavaScript, and return the Function response.

POST /functions/send_twilio_sms
Live log
00:00.000
POST request receivedExternal system called the Function URL with a JSON payload.
200
00:00.041
Signature validatedRequest headers matched the configured shared secret.
OK
00:00.073
Body readRevCent passed the request body into the Function event data.
JSON
00:00.128
Code executedThe Function ran JavaScript and prepared the response.
RUN
00:00.192
Function run completeCallback response returned to the caller.
DONE
Customer Portals

Customer self-service, connected to RevCent.

Customer Portals give customers secure access to the right account, order, subscription, and support context while keeping the business connected inside RevCent.

Create portals using your own domain.

Give customers a branded portal experience using your business domain, portal path, and customer-facing identity while RevCent powers the secure account access behind it.

portal.acmestore.comCustomer Portal connected to Acme Store branding and RevCent customer records.
Verified
01Choose domainUse a portal subdomain or path that feels native to the brand.
02Connect accessRevCent handles secure customer registration, verification, and account matching.
03Go liveCustomers reach a portal that looks like your business but stays connected to RevCent.
Customers can manage their own account.

The portal gives verified customers a secure place to view orders, subscriptions, shipment updates, payment context, support details, and the self-service actions your business allows.

ORDView ordersCustomers can see order details, products, totals, and purchase history.
SUBManage subscriptionsGive customers access to renewal context, recurring products, and account options.
SHPTrack shipmentsShow fulfillment, carrier, tracking, and delivery status tied to RevCent shipping records.
PAYPayment contextHelp customers understand billing, renewals, failed payments, and update needs.
SUPSupport visibilityKeep customer support context connected to notes, orders, subscriptions, and shipments.
IDVerified accessRegistration and email verification help protect customer account access.
Create portals for each business.

Businesses with multiple brands, stores, product lines, or customer experiences can create separate portal domains while keeping everything connected inside the same RevCent account.

AAcme StoreMain ecommerce portal for direct customers, subscriptions, order history, and shipment tracking.
portal.acmestore.com
WAcme WholesaleA separate portal experience for wholesale buyers, larger orders, and account-specific support.
portal.acmewholesale.com
SAcme SkincareBrand-specific customer portal with its own domain, messaging, products, and customer expectations.
portal.acmeskincare.com