Clientbook Blog
March 25, 2024

Harness the power of AI with Clientbook's Smart Assistant

Picture this: an artificial intelligence tool built for retailers that’s so smart, it not only knows your store's needs, but anticipates your clients' desires, transforming the way you connect and sell. Welcome to the future with Clientbook's newly launched AI-powered Smart Assistant.

In this article, learn everything you need to know about Clientbook’s latest feature release, including what it does, why it’s so revolutionary, and how you can get started using it today.

Interested in AI, but not sure where to start? Download our FREE retailer’s guide to AI 

What is the Smart Assistant?

So, what's the buzz about? Clientbook’s Smart Assistant is our latest innovation, designed to make your life easier and your business more profitable. 

Imagine having a personal assistant at your side, analyzing your store's data daily to pinpoint exactly who's ready to buy and what message will get them through the door. That’s exactly what Clientbook’s Smart Assistant will be for you.

Here’s how: 

  • Step 1: Run a data analysis. By combining your store data with AI, the Smart Assistant runs a daily data analysis of your store, your clients, and their past purchases. 
  • Step 2: Identify opportunities. Then, it’ll find which of your clients are most ready to buy based on when they last visited your store. 
  • Step 3: Generate suggested messages. Finally, it’ll serve up a suggested message you can edit to reengage the client and get them back in your store. 

In short, it turns hours of combing through data into a one-touch marketing campaign. 

Want to see it in action? Book a demo and get a FREE walkthrough today

Why it's a game-changer for retailers

For retail store owners, staying ahead of the curve isn't just a goal—it's a necessity. In a world where personalization is king, the Smart Assistant gives you a crown and a throne. It crafts personalized messages so spot-on, your clients will feel like you're reading their minds, thanks to AI's deep dive into their purchase history and preferences.

But that's not all. Whether you're a small boutique or a large department store, there's a tier of service just for you. From basic automation to the full monty of comprehensive data analysis and AI-crafted messages, it's like having a tailor-made solution that grows with your business.

How do I get started? 

Clientbook's introduction of the Smart Assistant isn't just innovation—it's a revolution, designed to make your sales process smoother, more efficient, and incredibly personalized.

Here’s how you can get started: 

New customers 

New to Clientbook? Welcome! Click here and we’ll give you a full demo of our software, including the Smart Assistant, completely free. No commitment required. 

Current customers 

Already a Clientbook customer! Good news: If you’re on the Elite or Premium plan, you’ll automatically have instant access to the Smart Assistant and its now AI-powered capabilities. 

If you’re on our Signature plan, don’t worry—we’re offering a portion of our AI features for our Signature users, too. And if you decide you want the full suite of features, upgrading has never been easier. Just fill out this form and we’ll let your Customer Success Manager know. They’ll get you squared away. 

Not sure what plan you’re on? No worries. Send us an email at and we’ll help you out.


At Clientbook, we're not just about selling software. We're about empowering retail store owners to achieve greatness. With the launch of the Smart Assistant, we're taking a giant leap forward in helping you connect with your clients in ways you've never imagined. It's not just about making sales; it's about creating memorable experiences that turn one-time buyers into lifelong fans.

If you're as excited as we are about transforming your sales approach and deepening client engagement, it's time to take action. Discover the magic of the Smart Assistant and how it can elevate your retail game by booking a demo here

Let's make retail history together!

Continue reading

What is lifestyle creep? 

Seven bike advertising tips to boost sales

The power of instant gratification