Fixing Funnel Blind Spots with RevSure’s Cohort Intelligence

H2 Introduction

Agent.ai is an AI-powered platform that enables businesses to streamline customer interactions through intelligent automation. Despite having an innovative product, Agent.ai needed to improve user acquisition and achieve sustainable retention.

Enter RevSure.ai, whose robust Deep Funnel Optimization (DFO) capabilities promised to refine Agent.ai's entire funnel. Agent.ai integrated offline conversion tracking, dynamic scoring, and Google's machine learning to systematically improve lead volume, quality, and retention.

A More Actionable View of the Funnel

Most funnel dashboards treat every lead the same, regardless of how they entered, when they came in, or what campaign brought them there. This creates blind spots. You might know that conversions dipped last quarter, but not that your Q2 paid campaigns stalled after the demo stage. Or that your outbound leads from May never progressed past SQL.

Cohort Intelligence introduces structure to that chaos.

Instead of aggregating leads into a single pipeline view, it allows teams to group them into cohorts based on shared characteristics, such as time of entry, campaign source, region, or persona, and track each group’s journey through the funnel. This shift from static to behavioral analysis gives you the context needed to understand progression, stagnation, and leakage clearly and at scale.

“Understanding the impact of our marketing programs and spending using RevSure's detailed analytics is a game-changer as we take a data-driven approach on all things from board meeting presentations down to executing the marketing day-to-day”

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