Kana for Marketers
Retail

Act on a Customer Before the Report Names One

Kana gives retail teams early churn signals, trade answers in seconds, and one honest number for digital spend, so you act before the report can name the customer.

How Agentic Marketing Works for Retail Teams

Save the customer before the lapse

See which cohorts are slipping, and which intervention is worth the margin, weeks before the retention report catches on.

Learn more about Personalization
Answer the trade meeting in seconds

Category trends, competitor moves, and promo benchmarks on demand instead of a Monday-morning spreadsheet marathon. Merchants make markdown and allocation calls while they still matter.

Learn more about Category Intelligence
Get one number the room can trust

See campaign spend, basket size, and customer LTV together, grounded in your own connected data instead of platform-reported conversions. Give the CFO a number that survives scrutiny.

Learn more about Marketing Intelligence

Kana Works on Top of
Shopify Salesforce Klaviyo Snowflake BigQuery Your Stack not Instead of it.

Kana connects to Shopify, Salesforce, Klaviyo, your POS, and your loyalty platform, with no migration and no rip-and-replace.

Turn your loyalty data into an early-warning system

Personalization scores churn risk weeks ahead of the monthly report, and every recommendation goes through your team's approval. Retention becomes a compounding advantage.

Unify every channel without moving a single record

Marketing Intelligence sits on top of your ad, e-commerce, POS, and loyalty data, zero-copy and no migration needed. You get one live view, answered in plain language.

Launch new stores and markets before the data exists

Audience Builder: synthetic audiences give new regions and categories a sound starting point on day one, refined as real signal comes in.

Build Agentic Applications That Support Your Entire Retail Team

Catch churn weeks before it reaches the retention report

Personalization scores every customer's churn risk weeks ahead of the retention report and recommends the intervention worth making. Retention spend stops subsidizing customers who were coming back anyway and starts saving the ones who weren't.

Learn more about Personalization
Connect digital spend to register revenue

Marketing Intelligence unifies your ad, e-commerce, POS, and loyalty data, so plain-language questions replace hours of reconciling numbers. You walk into the meeting with an answer grounded in your own data.

Learn more about Marketing Intel
Walk into the Monday trade meeting with answers, not exports

Category Intelligence tracks competitor moves, category trends, and promo benchmarks, and answers merchant questions in seconds with a cited, dated record. The weekly trade pack builds itself.

Learn more about Category Intelligence
Brief to live segment inside the promo window

Audience Builder lets campaign teams build and activate segments in plain language, without SQL or an engineering queue, with reach estimated across Meta, Google, and TikTok before a dollar goes out.

Learn more about Audience Builder
Reallocate on modeled ROAS, not platform self-grades

The Omni-Channel Media Planner models saturation curves against your own campaign history across Meta, YouTube, The Trade Desk, and DV360. With CAC up 60% in five years, budget follows modeled marginal return, not last year's channel mix.

Learn more about Media Planner

How Our Agentic Solutions Augment Your Team

Tailored capabilities designed to address role-specific challenges and achieve your business goals.

Challenges
  • Churn shows up as a lagging line in the monthly retention report, and by publication, the at-risk customers have already lapsed.
  • Win-back defaults to blanket discounts that burn margin on shoppers who would have returned at full price anyway.
  • Executives are convinced loyalty is climbing; consumers and the cohort data say otherwise (NIQ).
Personalization

Surfaces at-risk cohorts weeks before they lapse, with a clear reason and recommended action, so retention turns proactive instead of reactive.

Solution
For Category Managers:

Spend less time compiling reports and more time acting on category insights.

Spot category shifts earlier by connecting POS data with external market signals.

Walk into buyer meetings with sourced answers and a clearer view of what changed.

Challenges
  • The Monday trade meeting runs on a hand-built Excel WSSI, hours of data pulls and version conflicts before a single markdown decision gets made.
  • Promo post-mortems land weeks after the event, too late to change the next slot on the promotional calendar.
  • Enterprise planning suites are six-figure IT projects, so assortment and allocation analysis stays trapped in spreadsheets.
Category Intelligence

Answers category questions in seconds from a cited, monitored view of trends, competitor moves, and promo benchmarks, so the trade pack builds itself.

Solution
For VP Media & Performance:

Spend less time reconciling channel data and more time improving media efficiency.

See which audiences, campaigns, and channels are actually driving performance.

Turn real-time media signals into faster budget shifts and smarter optimization decisions.

Challenges
  • Audience requests queue behind data-team SQL while promo windows measured in hours come and go.
  • Different segment definitions run on Meta, Google, and email for the same campaign brief, and nobody can prove which one was right.
  • Batch pipelines refresh segments in days, which is inadequate for BFCM, back-to-school, and clearance cycles.
Audience Builder

Plain-language segment building with one canonical definition, activated across loyalty and messaging platforms. No SQL, no engineering queue, segments ship inside the promo window.

Solution
For Director of Marketing Ops:

Spend less time managing disconnected tools and more time improving how marketing runs.

Spot workflow gaps, data issues, and bottlenecks before they slow the team down.

Turn operational signals into faster fixes, smoother processes, and more reliable execution.

Challenges
  • CAC is up 60% in five years, and every reallocation decision runs on platforms that grade their own homework.
  • Blended ROAS hides a 2x gap between channel medians, so budget follows habit instead of marginal return.
  • The weekly CAC:LTV report is reconciled by hand from a dozen disconnected tools before it reaches anyone who can act on it.
Omni-Channel Media Planner

Models channel saturation against your campaign history and scenario-plans budget at -20%, baseline, and +20%, so allocation follows modeled ROAS, not last year's mix.

Solution
For VP Analytics / CMO:

Spend less time reconciling reports and more time focusing on what’s driving growth.

Get a clearer view of performance across channels, audiences, and customer segments.

Turn complex data into faster strategic decisions on where to invest and what to change.

Challenges
  • Roughly 84% of retail sales close in-store, leaving the biggest share of marketing-driven revenue invisible to digital attribution.
  • Senior marketers lose hours every week pulling and reconciling numbers from disconnected platforms before any analysis starts.
  • The board expects an AI story, and most CMOs know their team's AI ambitions are ahead of what the current stack can actually deliver.
Marketing Intelligence

A queryable view across ad platforms, e-commerce, POS, and loyalty data, answerable in plain language. The CFO conversation gets a grounded number everyone trusts.

Solution
For VP Data & Audience Strategy:

Spend less time unifying fragmented audience data and more time shaping smarter audience strategy.

Identify the segments, signals, and behaviors that matter most for growth.

Turn audience insights into faster decisions on targeting, activation, and investment.

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FAQ

Frequently asked questions and answers about agentic AI, agentic marketing, Kana's agentic AI marketing platform, integrations, and enterprise workflows.

How does Kana connect to our commerce stack?

Via API. Kana sits on top of Shopify, Salesforce, Klaviyo, your POS, and your loyalty platform, with zero-copy access and no migration required. Setup typically takes 2–4 weeks, handled by Kana's solutions team.

What data does Personalization need to predict churn?

It reads the CRM, loyalty, and marketing automation data you already have, tracking purchase frequency and spend to flag at-risk cohorts weeks before they lapse. Every recommendation goes through your team's approval.

How fast can a retail team get live on Kana?

Most retail teams see value within 30 days: onboarding connects your top 3–5 data sources, configures Personalization and Marketing Intelligence, then layers in Audience Builder once those connections are stable. Kana's solutions team works with you throughout.