Send the right shopper to the right advisor, every time.
Route by language, category expertise, intent score, VIP status or custom signals from your data warehouse — with manual overrides for VIP escalations.
Cohort routing is built around a single, measurable outcome — instrumented against a randomized holdout from day one so the lift you report is causal, not correlational.
Everything the motion needs, in the box.
Every cohort routing surface ships with the controls, integrations, and reporting your operations team expects on day one. No add-ons, no module pricing.
- 01
Language and locale routing
- 02
Category expertise matching
- 03
Intent score thresholds
- 04
VIP and override queues
Four surfaces. One source of truth.
Cohort routing is not a widget. It is a product surface for every team that touches the conversation — shopper, advisor, operator, and security — wired into the systems you already trust.
Cohort routing renders directly inside your storefront — no popup, no redirect, no separate domain. It picks up your design tokens and ships on PDP, cart, checkout and post-purchase.
Your team works from a single console: cohort routing on the left, the shopper's live context in the middle, your CRM and order tools on the right. No tab juggling.
Per-advisor, per-cohort, per-campaign. Cohort routing ships with a holdout cohort and writes every outcome to your warehouse so the lift is provable, not vibes.
SSO, role-based access, audit log, data residency and PII redaction are on from day one — so security and legal can sign off without an extension.
From signal to attributed order.
- 01Signal
Cart value crosses your threshold, a returning VIP lands on a key PDP, or a shopper dwells past 90 seconds with a high-AOV variant selected.
- 02Trigger
Cohort routing fires the right invite — embedded button, exit-intent prompt, scheduled slot, or silent route into an existing queue.
- 03Conversation
Advisor opens the call already knowing the cart, last order, loyalty tier and live page. Co-browse, push variants, apply offers, capture consent.
- 04Outcome
Order is attributed to the conversation, written to your CRM and warehouse, and scored against the randomized holdout — so finance trusts the number.
Instrumented from day one — comparable for life.
Cohort routing ships with a measurement framework, not a benchmark. Every cohort runs against a randomized holdout in your own data — so the number you take to finance is yours, auditable, and repeatable across stores, channels and seasons.
- 01Randomize
A control slice of eligible traffic is held out of the assisted experience at session start.
- 02Attribute
Every order is tied back to a cohort routing session — or to the matched holdout — at the identity layer.
- 03Report
Lift, AOV delta and contribution land in your warehouse, your CRM and your BI tool of choice — not a vendor dashboard.
The KPI cohort routing is built to move. Magnitude depends on your category, traffic mix and current baseline.
Conversation, outcome and consent flags written to systems you already own — queryable, exportable, yours.
The difference between guessing and knowing.
- Generic chat queues with no shopper context
- Calendar links that lose the cart on the way
- Vendor dashboards your CFO does not trust
- Pixel attribution that quietly steals credit
- Cohort routing reads live signals before the call starts
- Conversations stay tied to the cart and order
- Outcomes export to your warehouse and CRM
- Holdout cohorts prove the incremental lift
Works with the stack you already run.
- How long does cohort routing take to ship?
Most teams are live in under two weeks. We handle the embed, the routing rules, and the first cohort review with your operations team.
- Do we need to change our tech stack?
No. LiveCart drops into your existing PDPs and writes back to Shopify, Salesforce, HubSpot, Klaviyo and your warehouse — without adding new sources of truth.
- Will it work alongside our existing chat or support tool?
Yes. LiveCart is built for revenue conversations, so it lives next to support — never on top of it. Most customers route a small intent-qualified slice into LiveCart on day one.
- What should we measure in the first 90 days?
Cohort routing is built around one KPI: first-call conversion. We instrument a randomized holdout from day one so the lift you report back to finance is comparable, not anecdotal — the magnitude depends on your category, traffic mix and current baseline.
- Who owns the conversations, recordings and data?
You do. Recordings, transcripts and consent flags live in your tenant. We provide deletion, redaction and export APIs out of the box.
Start converting
in minutes, not quarters.
See LiveCart on your real product pages. A 30-minute demo with our team — no slides, just your funnel.