personalization
Skill: Personalization
This skill is your architect and implementation guide for deploying AI-powered personalization at scale using the Personize SDK.
What This Skill Solves
Most companies face three problems that block real personalization:
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Scattered customer knowledge. Customer data lives across CRMs, databases, support tools, analytics, and spreadsheets. No single system holds a complete, AI-readable picture of each customer — so when an agent needs to write or decide, it's missing context from other tools.
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Siloed AI guidelines. Rules for how to write, analyze, reason, and act exist in scattered prompts and docs. Each AI agent follows its own version. There is no shared governance layer.
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Fragmented personalization. Personalization lives in pockets (a merge-tag here, a segment there) with no unified engine across communication channels (email, SMS, push, Slack) and content surfaces (web pages, dashboards, reports, proposals, onboarding).
What Personize Enables
Personize gives the developer three capabilities, all accessible via REST API, SDK (@personize/sdk), and MCP (for AI agents and LLM nodes):
| Capability | What It Does | Core SDK Methods |
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21entity-memory
Stores and retrieves persistent memory about records — contacts, companies, employees, members, and more. Handles memorization (single and batch with per-property AI extraction), semantic recall, entity digests, and data export. Use this skill whenever the user wants to store data, sync records from a CRM or database, query or search memory, recall what's known about a person or company, assemble context for personalization, import CSV or spreadsheet data, or do anything involving the Personize SDK's memory methods (memorize, recall, smartRecall, smartDigest, search, memorizeBatch). Also use when the user mentions contacts, leads, accounts, customer data, or entity properties.
12no-code-pipelines
Generates importable n8n workflow JSON files that sync data between Personize and 400+ apps. Produces ready-to-import workflows for batch sync, webhook ingestion, per-record AI enrichment, and data export — no code required. Use this skill whenever the user wants no-code integrations, visual workflows, n8n automation, or to connect Personize to HubSpot, Salesforce, Google Sheets, Slack, Postgres, or any app without writing code. Also trigger when they mention 'workflow automation', 'scheduled sync without code', 'visual pipeline', or 'connect Personize to [app]' and don't want to write TypeScript.
12code-pipelines
Builds, deploys, and iterates production-ready AI agent pipelines using Trigger.dev and the Personize SDK. Handles the full lifecycle: interview the user about what they want, design the schema and governance, write the pipeline code, deploy it, monitor results, and iterate based on feedback. Generates TypeScript tasks for outbound sequences, inbound lead processing, conversational reply handlers, enrichment pipelines, and account signal monitoring — all backed by Personize memory, AI context, and governance. Use this skill whenever someone wants to build an AI agent, automated workflow, email sequence, drip campaign, cold outreach, lead enrichment, reply handler, account monitor, CRM automation, daily digest, or any durable pipeline — whether they provide technical specs or just describe what they want in plain language. Also trigger for Trigger.dev, background tasks, self-scheduling follow-ups, GTM automation, 'build me an agent that...', or 'I want to automate...'.
11collaboration
Turn any record into a shared workspace where agents and humans collaborate. Attach a simple workspace schema to any entity — contacts, companies, deals, projects, tickets — and let any participant contribute updates, tasks, notes, and issues. Use this skill whenever the user wants multi-agent collaboration, shared context on an entity, agent handoffs, workspace-based coordination, or the three-layer agent operating model (Guidelines + Memory + Workspace). Also trigger when they mention multiple agents working on the same record, deal rooms, account intelligence, customer health monitoring, cross-functional coordination, or progressive autonomy for AI agents.
11governance
Manages organizational guidelines, policies, and best practices as governance variables accessible to all AI agents via SmartContext. Use this skill whenever the user wants to create, update, or manage guidelines, brand voice, compliance policies, playbooks, ICPs, sales playbooks, tone rules, or any organizational rules. Also trigger when the user mentions smartGuidelines, governance variables, GitOps sync of policies, team knowledge sharing, AI agent rules, or when they want all their AI tools to follow the same policies. Even if they just say 'set up rules' or 'add a policy', this is the right skill.
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