CDP Integration: Mixpanel, CleverTap & Segment

A Customer Data Platform (CDP) integration gives RevRag AI agents access to rich behavioral event histories - what screens users visited, what actions they took, and what segments they belong to. This data powers segment-based agent targeting and significantly improves the agent's ability to personalize interactions.

Supported CDP Platforms

RevRag AI integrates with Mixpanel, CleverTap, and Segment out of the box. For other CDPs, you can use the Custom Events API to push behavioral data directly to RevRag AI.

Using CDP Segments for Agent Targeting

Once your CDP is connected, you can use your existing user segments as agent trigger conditions. For example: trigger a collections agent only for users in the "30-day overdue" segment, or trigger a cross-sell agent only for users in the "active investor" segment. This removes the need to rebuild segmentation logic inside RevRag AI.

Event Forwarding

RevRag AI can forward agent interaction events back to your CDP, keeping your event streams complete. This lets you build cohorts based on agent engagement in your CDP, and use those cohorts to drive further targeting - inside RevRag AI or through other channels.