Overview
Industry templates are ready-made starter kits that provision a complete next-best-action configuration for your vertical. Each template includes categories, offers, qualification rules, a decision flow, sample customer data, and channel creatives so you can see KaireonAI in action immediately. Apply any template with a single API call:{kit} with bfsi, retail, or telecom.
BFSI (Banking, Financial Services, Insurance)
What is included
| Component | Details |
|---|---|
| Categories | Credit Cards, Personal Loans, Insurance, Savings Accounts, Investment Products |
| Offers | 15 pre-configured offers (platinum card, balance transfer, home loan, term insurance, SIP starter, etc.) |
| Qualification Rules | Income thresholds, credit score gates, existing product suppression, regulatory cooling-off periods |
| Decision Flow | Enrich (credit bureau + account data) -> Score (propensity + profitability) -> Arbitrate (customer lifetime value weighted) |
| Creatives | Web banner, mobile push, email, and SMS variants per offer |
| Sample Data | 500 synthetic customer profiles with account balances, tenure, and transaction history |
Use cases
- Cross-sell — recommend a credit card to savings-only customers based on spending patterns
- Retention — surface loyalty rate offers to customers with declining balances
- Upsell — upgrade existing cardholders to premium tiers based on usage thresholds
- Insurance bundling — pair insurance products with loan disbursals
Getting started
- Apply the template:
- Open Studio > Decision Flows to review the pre-built flow.
- Call the Recommend API with a sample customer ID to see ranked offers.
- Customize qualification rules and scoring weights to match your institution’s policies.
Retail
What is included
| Component | Details |
|---|---|
| Categories | Loyalty Rewards, Promotions, Seasonal Campaigns, Cart Recovery, New Arrivals |
| Offers | 12 pre-configured offers (double points, flash sale, abandoned cart discount, birthday reward, new collection preview, etc.) |
| Qualification Rules | Loyalty tier gates, purchase recency filters, cart abandonment detection, seasonal date windows |
| Decision Flow | Enrich (purchase history + loyalty tier) -> Score (engagement propensity + margin) -> Arbitrate (revenue-per-impression optimized) |
| Creatives | Web overlay, app push, email digest, and SMS alert variants |
| Sample Data | 500 synthetic shoppers with purchase history, browsing behavior, and loyalty status |
Use cases
- Loyalty program — reward high-value customers with exclusive double-points offers
- Promotions — target discount-sensitive segments with flash sales during low-traffic periods
- Cart abandonment — recover abandoned carts with time-limited incentives
- Seasonal campaigns — automatically activate holiday and back-to-school offers within date windows
Getting started
- Apply the template:
- Open Studio > Decision Flows to explore the retail flow and adjust scoring weights.
- Call the Recommend API to see personalized offers for different loyalty tiers.
- Add your own product catalog offers alongside the template defaults.
Telecom
What is included
| Component | Details |
|---|---|
| Categories | Plan Upgrades, Data Packs, Churn Prevention, Recharge Reminders, Device Offers |
| Offers | 12 pre-configured offers (unlimited plan upgrade, weekend data booster, loyalty retention deal, auto-recharge setup, device trade-in, etc.) |
| Qualification Rules | Contract status checks, usage threshold gates, churn risk score filters, device eligibility rules |
| Decision Flow | Enrich (usage data + billing history) -> Score (churn risk + ARPU uplift) -> Arbitrate (retention priority weighted) |
| Creatives | App notification, SMS, IVR script, and retail store POS variants |
| Sample Data | 500 synthetic subscribers with usage patterns, billing data, and device information |
Use cases
- Plan upgrades — recommend higher-tier plans to subscribers consistently exceeding their data limits
- Churn prevention — surface retention offers to customers flagged by the churn propensity model
- Data pack offers — push targeted data booster packs during high-usage periods
- Recharge reminders — trigger timely recharge nudges for prepaid subscribers approaching zero balance
Getting started
- Apply the template:
- Open Studio > Decision Flows to review the telecom-specific enrichment and scoring stages.
- Test with the Recommend API using different subscriber profiles to see churn-aware ranking.
- Connect your CRM or billing system via connectors to replace sample data with live subscriber information.
Customizing templates
After applying a template, everything is fully editable:- Add or remove offers in Studio > Actions
- Adjust qualification rules in Studio > Qualification Rules
- Modify scoring weights in the Decision Flow arbitration stage
- Replace sample data by connecting real data sources in Data > Connectors
- Create experiments in Algorithms > Experiments to A/B test template defaults against your custom configuration
Next steps
- SDK Quickstart — integrate the Recommend and Respond APIs from your application
- API Tutorial — detailed walkthrough of request/response formats
- Computed Values — add dynamic per-customer personalization formulas