Taylor M.Customer CUS-88291Returning customer
3 visits2 orders$486 LTV
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.
Completed 2+ orders✓
Lifetime value above $250✓
Marketing eligible✓
High-value buyersLTV + purchase historyAdded
Membership prospectsIntent + eligibilityAdded
Taylor qualifies for a personalized membership offer based on recent value and buying intent.
EmailPaid audienceAI follow-up
Describe the audience. AI builds the group—and puts it to work.
Through RevCent MCP, AI can turn a business goal into live customer criteria, create the group, and use it across campaigns and automations.
Customer group createdCampaign configured
High-value win-back
LiveLive criteria2+ completed orders$250+ lifetime valueMarketing eligibleInactive 45 days
Qualifying customers184customers qualify
Describe the audience and outcome in plain language.
The group updates automatically as customer behavior changes.
Activate it across campaigns, audiences, AI, and automations.
How Customer Groups stay current.
Each stage builds on the same connected customer record—from recognizing the person and evaluating live criteria to updating reusable membership and activating the audience across your business.
Recognize the complete person.
A single customer record carries identity, order history, engagement, value, lifecycle stage, and every connected relationship forward.
Every later decision begins with the same complete, connected source of customer truth.
Respond as behavior changes.
RevCent continuously evaluates customer rules against new visits, purchases, payments, eligibility changes, and connected business events.
Qualification updates immediately whenever the underlying customer or commerce context changes.
Organize without duplication.
One customer can enter multiple groups while the original record, history, relationships, and current context remain completely intact.
The same reusable group logic can support marketing, operations, AI, automation, and reporting.
Put every group to work.
Qualified groups become immediately usable across campaigns, automations, AI agents, reporting, suppression, and connected operational workflows.
Every activation carries both the membership and the context that caused qualification.
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.
Sale success receiptSale failure noticeSale fraud alertPending sale / no paymentCustomer createdPending refund createdFraud detection createdSentinel alertShipping item createdShipping item shippedShipping item deliveredSubscription renewal upcomingSubscription renewal successSubscription renewal failureTrial expiration upcomingTrial expiration successTrial expiration failureAI Memo createdDirect template sendDynamic 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.
{
"customer": "George",
"sale_total": "$84.95"
}<h1>Thanks, {{customer.first_name}}</h1>
<p>Your total is {{sale.total}}</p>Thanks, George Your order total is $84.95
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.
Great choice, {{customer.first_name}}.
Your essentials are being packed with care. We’ll send tracking details as soon as your order is on the move.
Track your order →ACDAILY30 Day Nutrient PackDaily wellness collection · Qty 1$79.00
- Subtotal
- $79.00
- Shipping
- $5.95
- Total
- $84.95
{{ship_to.city}}, {{ship_to.state}}
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.
Create an Acme Store order confirmation template using our logo, colors, and RevCent sale data.
YouI created the branded template with customer, sale, product, shipping, and total placeholders.
Make the receipt feel warmer and add a support link.
YouUpdated. The template is ready to review in the RevCent editor.
Message ChatGPT
＋ToolsRevCent↑
Great choice, {{customer.first_name}}.
Your essentials are being packed with care. We’ll send tracking details as soon as your order is on the move.
Track your order →ACDAILY30 Day Nutrient PackDaily wellness collection · Qty 1$79.00
- Subtotal
- $79.00
- Shipping
- $5.95
- Total
- $84.95
{{ship_to.city}}, {{ship_to.state}}
Template reviewBrand and data checks complete
UpdatedBrandAcmeLogo + colors
CustomerDynamicName + address
SaleConnectedOrder + totals
SupportAddedHelp link
Brand system appliedThe template uses the Acme mark, primary color, spacing, and receipt hierarchy.
ReadyRevCent data is connectedCustomer, sale, product, shipping, and total placeholders render from the triggering record.
LiveRecommended next actionSend a test message, verify mobile rendering, then enable the Sale success trigger.
TestEvents
Business events become useful action.
RevCent records the moment, matches the right notation, and activates every configured listener with the connected record context.
item_typesaleitem_idSAL-10482contextattachedsale.created.failed.declinedCapture the moment automatically.
RevCent records meaningful changes as they happen across sales, customers, payments, subscriptions, shipping, refunds, fraud, and other connected records.
Your team does not need to poll for changes or manually create the signal before automation can respond.
Carry the real record forward.
Every Event identifies the item type, item event, item ID, triggering notation, and the details of the record involved.
The listening feature starts with the sale, customer, shipment, renewal, or risk context that caused the Event.
Listen broadly—or precisely.
One Event can carry several dot-separated notations, moving from a broad category toward the exact business outcome.
Use any sale attempt, any failure, or only a declined payment as the trigger without rebuilding the underlying workflow.
Let the right feature respond.
Functions, Email Templates, AI Assistants, and AI Voice Agents can each listen for the Event and perform their configured responsibility.
The Event remains the trusted signal; each connected feature controls the action, eligibility rules, timing, and limits.
One Event can describe the moment at every useful level.
RevCent records every valid notation on the Event. Configure a listener for the broadest moment it should handle—or the exact outcome that should activate it.
item_typesaleitem_eventcreatedcontextAttached1
sale.createdEvery sale attemptBroad2sale.created.failedEvery unsuccessful saleFocused3sale.created.failed.declinedPayment declines onlySelectedTurn the right Event into useful business action.
Choose which RevCent feature listens for each notation, then configure exactly what that feature is allowed to do. The same Event layer can coordinate operational logic, customer communication, and AI-powered work without making the signal itself responsible for the action.
Run custom operational logic.
Pass the Event and its connected record into a RevCent Function so your business can perform controlled server-side work at the exact moment it matters.
Send a contextual, branded email.
Use the Event to select a configured template and populate it with the customer, order, shipment, subscription, or payment details already attached to the record.
Reason over the moment and its context.
Activate an AI Assistant with the Event context it needs to evaluate what changed, follow its instructions, and coordinate the next approved steps for your business.
Start the right customer conversation.
Let a configured AI Voice Agent respond to a qualifying Event with the relevant customer and business context already available for the conversation.
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.
Function runRUN-84291
Completed in 192 msTrigger snapshot
SaleSAL-10482
CustomerCUS-88291
Amount$249.00
Execution trace
1
const sale = input.sale;0 ms2
const customer = input.customer;21 ms3
const message = buildMessage(sale, customer);68 ms4
await sendSms(customer.phone, message);128 ms5
await createNote(sale.id, message);174 ms6
return { ok: true, saleId: sale.id };192 msRun result
SMS sentTo +1 (555) 123-4567
RevCent note createdNote NTE-77421
Callback 200 OKPOST /callbacks/order-update
Run against the customer, sale, payment, products, metadata, and relationships behind the trigger.
Follow each hosted JavaScript run with timing, inputs, actions, and explicit error handling.
Keep responses, record updates, outside API calls, and completion status attached to the run.
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.
/* 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(response => callback(null, { sent: true })) .catch(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.
Create a RevCent Function that sends a Twilio SMS after a paid sale.
YouI drafted the Function using the sale event, customer phone, account secrets, and a callback response.
Add safe error handling and keep credentials out of the code.
YouDone. Review and test the Function before enabling it.
Message ChatGPT
＋ToolsRevCent↑
/* 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(response => callback(null, { sent: true })) .catch(error => callback(error));Function reviewSafe trigger checklist
UpdatedTriggerSalePaid event
SecretsEnvNo hardcoding
ErrorsCaughtCallback path
ActionTwilioSMS request
Credentials remain protectedTwilio credentials are loaded from RevCent Function environment variables rather than source code.
SafeFailure handling is explicitThe callback receives the provider error and prevents a failed request from appearing successful.
ReadyRecommended next actionRun the Function with test sale data, inspect the callback, then enable the event trigger.
TestFunctions 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.
Function namesend_twilio_sms
DescriptionSend a text message through Twilio after a sale is created in RevCent.
Trigger typeAccount Event
Account eventSale Created
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.
agent taskmcp toolsfunction result
1
task: notify VIP customer about delayed shipment2
tool: RevCent.GetCustomer(customer_id)3
tool: RevCent.GetFunctions()4
selected: send_twilio_sms5
tool: RevCent.TriggerFunction({6
function_id: 'send_twilio_sms',7
custom_arguments: { customer_id, shipment_id }8
})9
result: callback response receivedCursor asks RevCent MCP to trigger an approved Function. The Function runs inside RevCent, uses configured secrets, calls Twilio, and returns a callback response.
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 AssistantFunction tool enabled
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
InboundGW
Shipment updateGeorge Washington · verified customer · delayed shipment
MethodInboundActionSMS updateFunctionCompleted
1Verify the requestUse the customer, shipment, consent, and phone context already attached to the live call.
2Trigger the FunctionRun the approved send_twilio_sms Function while the AI Voice Agent remains on the call.
3Confirm the resultRead the Function callback, confirm delivery with the caller, and save the outcome to RevCent.
Live transcript
AIAI Voice
I can text you the shipment update while we are on the call. Would you like me to send it now?
GWCaller
Yes, please send it to the phone number on my account.
AIAI Voice
Done — the Function completed and you should receive a text message with your tracking link in just a moment.
GWCaller
Great, 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.
sale.customer sale.products sale.metadata
return {
offer: nextBestProduct
}{{function.offer.title}}
{{function.offer.url}}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.
00:00.000POST request receivedExternal system called the Function URL with a JSON payload.
20000:00.041Signature validatedRequest headers matched the configured shared secret.
OK00:00.073Body readRevCent passed the request body into the Function event data.
JSON00:00.128Code executedThe Function ran JavaScript and prepared the response.
RUN00:00.192Function run completeCallback response returned to the caller.
DONECustomer 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.
VerifiedCustomers 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.
Customers can see order details, products, totals, and purchase history.
Give customers access to renewal context, recurring products, and account options.
Show fulfillment, carrier, tracking, and delivery status tied to RevCent shipping records.
Help customers understand billing, renewals, failed payments, and update needs.
Keep customer support context connected to notes, orders, subscriptions, and shipments.
Registration 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.