See which buyers are reachable — then point a campaign at exactly them
The plan is simple: every account stage and every buyer segment gets one card carrying its size, who is contactable on email and on SMS, and what reaching them is worth — and one button that builds a campaign scoped to exactly its members. Groups with no buyer resolved yet say so instead of pretending, and are worked on the catalog. All of that runs today on shopper stages and shopper segments; the account model it needs is on the roadmap.
- Roadmap product — no date announced
- Reach counted with consent, channel by channel
- Recoverable per month always marked ≈
Quote intent · buyer segment
Viewed price list, no quote
Recoverable per month
From your own order values ≈
Lifecycle · account stage
Key accounts
Key account gone quiet · enrolled · runs · calls answered
Produced, last 30 days
Counted once an order follows
Catalog recovery · buyer segment
Compared SKUs, never signed in
Not campaignable — no buyer resolved yet. Work it on the catalog instead.
Campaign for
Viewed price list, no quote
Campaign preset
Channels
Wait before first contact
Discount offered
Campaign name
7
Pipeline stages today
Browsing → Identified → Ready to buy → First order → Returning → VIP → Slipping away, derived from the store’s own rows — the model the account stages will inherit
56
Segments in the library
37 of them campaignable; the rest are defined by browsing signals targeting cannot read, and their card says so
2
Reach counts per group
Email-reachable and SMS-reachable — an identifier on file and marketing consent, nothing less
≈
Recoverable is modelled
“Always modelled, never counted: revenue that has not happened yet cannot be measured.” The mark stays on every card
These figures describe Comver AI Commerce as it ships for Shopify DTC stores today. AI B2B Commerce is a roadmap product with no date announced — no account stage, buyer segment or B2B reach count has been measured.
Every account you supply, in exactly one stage
Callio’s Segments tab opens on the pipeline. Today that pipeline is people: seven stages worked out from orders and on-site behaviour, so the columns add up to the store, and each card carries its size, its email and SMS reach and what it is worth recovering per month. The B2B twin will run the same board over companies — Prospect account → Identified buyer → Quote requested → First PO → Reordering → Key account → Lapsing — with the buyers on each account as the people a campaign actually reaches.
- Stages will be derived from orders, quotes and catalog behaviour — never typed in, so the board cannot disagree with Shopify
- Prospect account is the counterpart of Browsing: catalog sessions with no buyer resolved, and nothing to call
- Lapsing answers the same moment as Slipping away — bought before, gone quiet, worth a call before the relationship cools
- Every stage card is planned to keep its “Create campaign” button, unless there is nobody on it to reach
Voice commerce agent
Callio
Who Callio can reach
The seven stages of your customer pipeline, each with its size, who is contactable on which channel, and a campaign you can point at exactly that group.
Browsing
Seen on the storefront, no way to reach them yet.
1,204 visitors
Recoverable / mo
$1,440 ≈Identified
We can reach them — they have not bought.
388 people
Recoverable / mo
$2,610 ≈Ready to buy
Cart or checkout intent, still no order.
96 people
Recoverable / mo
$4,600 ≈Abandoned order
38 runs · 17 answered
$4,860 attributed
First order
Bought once — the second order is the whole game.
212 customers
Recoverable / mo
$5,590 ≈Returning
Bought more than once and still active.
141 customers
Recoverable / mo
$6,420 ≈VIP
The revenue this store cannot afford to lose.
38 customers
Recoverable / mo
$5,010 ≈Slipping away
Bought before, gone quiet — win them back now.
57 customers
Recoverable / mo
$2,050 ≈VIP customer follow-up
12 runs · 6 answered
$1,220 attributed
A segment library for buyers, each with its reach
The same unified segment library that powers Visitors and Personalization, seen from the phone: category chips, size, email and SMS reach, a modelled “recoverable per month”, an opportunity score and Callio’s recommendation — or the honest reason a group cannot be campaigned. The library beside this is the shipped one, with shopper segments in it. The B2B twin adds segments written in buyer language: viewed the price list and never started a quote, compared SKUs across a category, returning buyer with no reorder in 60 days.
- Planned buyer segments read off catalog and quote behaviour — the same rule engine, different fields
- Recoverable per month stays modelled and marked ≈, sized from the store’s own order values
- Segments overlap, so an account in three of them is sized three times; the figures are not meant to be added up
- Groups with no buyer resolved will say “not campaignable” rather than offering a button that cannot work
High intent
Checkout Started No Purchase
Reached checkout, left contact details, no order.
Recoverable per month
$9,120 ≈Callio: Abandoned order — Callio calls first
High intent
Added to Cart No Purchase
Added a product to the cart and left without checking out.
Recoverable per month
$6,400 ≈Callio: Known customer looking again, for the customers among them
Lifecycle
VIP Customers
Lifetime value ≥ 500 and still active.
Recoverable per month
$4,860 ≈Callio: VIP customer follow-up
12 enrolled · 12 runs · 9 calls (6 answered) · 10 messages · $1,220 attributed
Traffic source
Facebook Ads Traffic
Arrived from a Facebook ad this month.
Recoverable per month
$2,100 ≈Callio: Match the PDP hero to the ad promise; call the 6 who left a number
Visitor recovery
Visitors With High Scroll Depth
Scrolled past 75% of a product page.
Recoverable per month
$1,260 ≈Callio: On-site: popup or personalization
Visitor recovery
Visitors With Coupon Intent
Looked for a discount field or coupon page.
Recoverable per month
$690 ≈Callio: On-site: controlled offer
From a group to a running campaign in one dialog
The dialog below is the shipped one — it asks for five things, creates an audience scoped to exactly that stage or segment, enrols its members and hands the campaign to the board. The B2B twin keeps the five questions and changes what is enrolled: an account, with its buyers as recipients.
- 1
Campaign for …
Ready to buy
96 people · 81 email · 52 SMS
Checkout Started No Purchase
38 people · 31 email · 24 SMS
Browsing
No one to reach yet
Pick the group
Any stage or campaignable segment. The dialog is titled after it, and the count you saw on the card is the count that will be enrolled — not a projection, and not re-estimated on the way in.
- 2
Preset and channels
Campaign preset
Abandoned orderCallSMSEmailPreset and channels
Only presets with a call, text or email step are offered. Call, SMS and email are three switches: Callio calls first, texts when the call cannot connect, emails the person the phone cannot reach at all. For accounts the presets on offer will be the account ones — quote left open, reorder due, key account gone quiet.
- 3
Wait and discount
Wait before the first contact20 minDiscount offered10 %Campaign name
Abandoned order · Ready to buy
Wait and discount
How long to wait before the first contact, and whether the campaign carries a discount at all. B2B campaigns are drafted with the discount switched off: the call carries the quote or the price list a rep already approved.
- 4
Switch it on
Switch it on nowEnroll everyone who qualifies right nowAbandoned order · Ready to buy is running · 96 people enrolledSwitch it on
Switch it on now, enrol everyone who qualifies right now, and create. The toast reports how many were enrolled — or that it was saved as a draft, which contacts nobody at all.
The card stops estimating and turns into a report
Once a group has been campaigned, its card counts instead of modelling: enrolled, runs, calls and how many were answered, messages, and revenue attributed to the orders that followed. That rule is not being redesigned for B2B — an account card will show the same marks, with “—” everywhere nothing has happened yet, because a figure that has not been measured is not shown.
- Audiences are materialised lists rather than live queries — the card states when it was last refreshed and offers a re-sync
- “Open in Campaigns” jumps to the same campaign on the board, where channels, wait and offer can be adjusted
- Attributed revenue is counted from orders that followed a Callio email or text; calls carry no attribution of their own
- Planned for accounts: the same report per company, with the buyer who answered named on the run
High intent · segment
Checkout Started No Purchase
38 people · 31 email · 24 SMS
Enrolled
38
Runs
38
Calls
24 (17 answered)
Messages
31
Attributed · counted from orders that followed a message
$4,860
Was estimated at
$9,120 ≈
Audiences are materialised lists, not live queries. Re-sync when the group has moved on; the campaign keeps its settings.
For the buyers the phone cannot reach, work the catalog
Anonymous catalog sessions have no buyer to call. Audience activation turns one visitor segment into an on-site message with an optional, controlled offer, and links the three pieces it creates — popup, campaign and flow — so what was shown, what was offered and what followed stay one record. On a wholesale catalog the same surface is planned to carry the trade equivalents: request a quote, see your price list, talk to your rep.
- A Callio-branded panel: eyebrow, headline, message, an optional controlled offer and a call to action
- The offer is a real Shopify code with a limit — Callio never invents a price, a tier or a term
- The linked popup, campaign and flow appear in their own workspaces, already connected
- Planned for B2B: “request a quote” and “see your price list” as the on-catalog actions, rather than a coupon
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$62.00
Audience activation
Visitors With High Scroll Depth
210 visitors · on-site only
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Reach is counted with consent, channel by channel
A big segment is not a reachable one. Every group states how many of its people a given channel can actually act on, using the same consent logic the sends use — and that number, not the group size, is what a campaign enrols.
Email-reachable
An address on file with marketing consent — the only people an email arm can send to. Mail goes out from the company’s own verified domain, not a shared one.
SMS-reachable
A mobile number with consent. Callio also calls these people and texts them when a call cannot connect. Consent travels with every run.
On-catalog only
Sessions with no buyer resolved can still be worked where they are — an on-site panel, a personalised catalog, a chat that offers to fetch a rep.
Not campaignable
Groups defined by signals targeting cannot read — scroll depth, time on site, coupon intent — say so on the card instead of offering a button that would fail.
Three kinds of group, one honest card
Stages, library segments and signal-only segments share the same card — size, reach, estimate — and differ only in what can be done with them. The columns describe the shipped behaviour; the account twin is planned to keep the shape and change the noun.
| Pipeline stage | Library segment | Signal-only segment | |
|---|---|---|---|
| Size counted from your own rows | |||
| Email and SMS reach shown | On-site only | ||
| Recoverable per month (≈) | |||
| Opportunity score 0–100 | |||
| Callio recommendation | Stage tagline | On-site suggestion | |
| Create campaign | All but the first stage | ||
| On-site / on-catalog activation | |||
| Re-sync audience | |||
| Account version | Planned | Planned | Planned |
Frequently asked questions
No. Comver models people, sessions and orders — not companies, buyers attached to them, quotes or price lists. The seven-stage pipeline and the 56-segment library on this page are the shipped shopper versions. The account stages (Prospect account → Identified buyer → Quote requested → First PO → Reordering → Key account → Lapsing) are a roadmap proposal with no date announced.
A stage is where someone is in their life with the store — every person sits in exactly one of seven, derived from orders and behaviour, so the stages add up to the store. A segment is a group defined by a rule, and one person can be in several at once. Both get the same card. For accounts the intention is identical, one level up: one stage per company, many segments per buyer.
Because there is nobody to reach. Today the Browsing stage is “seen on the storefront, no way to reach them yet”, and 19 of the 56 segments are defined by browsing signals — scroll depth, time on site, coupon intent — that targeting cannot read off-site. Their card says so rather than offering a button. The B2B counterpart is a catalog session with no buyer resolved: worked on the catalog, never by phone.
It is always modelled, never counted — revenue that has not happened yet cannot be measured. Each group is sized from the store’s own average order value and conversion rate, with a disclosed fallback when there are no orders yet, and it carries the ≈ mark on every card. Segments overlap, so the figures are not meant to be added up. That rule will not change for accounts.
An audience scoped to exactly that stage or segment, with its members enrolled, plus a campaign on the Campaigns board using the preset, channels, wait and offer you chose. Audiences are materialised lists rather than live queries, so the card shows when it was last refreshed and offers a re-sync. For accounts the plan is one enrolment per company, with its buyers as the recipients.
To a degree. The custom segment builder is open today — 28 fields with nested AND/OR — so a store selling to businesses can build segments like “ordered more than twice, nothing in 60 days” and point a Callio campaign at them. What is missing is the company itself: those segments hold people, not accounts, and they cannot read a quote or a price-list view.
Email-reachable means an address on file with marketing consent; SMS-reachable means a mobile number with consent. Both use the same consent logic the sends themselves use, so the number on the card is the number a campaign can act on. Suppressed and unsubscribed destinations are blocked in the dispatch layer before any provider request is made.
How your accounts actually behave: what makes an account “key”, how long a quote stays live, what an overdue reorder looks like in your catalog, and who at the company you would want called first. Join the B2B waitlist and those answers shape which stages and segments ship in the first release.
Keep exploring
Tell us how your accounts are grouped
The stages, the segment library and the consent-counted reach all run today on shoppers. Join the B2B waitlist and help decide which account stages and buyer segments the first release ships with.
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