Proactive action · Sonic Engage

Know your customer's history. Act before the problem grows.

Reach out before the guest complains. Sonic Engage sees each customer’s history and behaviour in Customer 365, not just the last event, and acts on WhatsApp through your rules and approval flow. SMS coming soon.

Not a survey tool. Not a one-off message.

Sonic Survey asks; Sonic Engage acts. It starts from what Customer 365 knows about the customer, so the right people hear from you at the right time, with your approval.

Typical outreach

  • Reacts to the last event only
  • No view of the customer’s history or behaviour
  • The same message for everyone
  • Sends without anyone checking

Sonic Engage

  • Knows the customer’s history and behaviour from Customer 365
  • Your rules decide who to reach and when
  • Runs automatically or waits for 1-click approval
  • Replies return to Pivony and close the loop

How it works

1

Customer 365 knows

Repeated low ratings, a sentiment drop, a customer gone quiet

2

Your rules decide

Segment, channel, approval level — set once

3

Sonic Engage acts

A WhatsApp message goes out, automatically or after approval

4

Loop closes

Replies return to Pivony

Rules3 active rules
RuleTriggerChannelApprovalStatus
Detractor recoverynps_detractorwhatsappautomaticactive
Delivery notificationorder_shippedwhatsappautomaticactive
VIP churn alertvip_riskwhatsappmanualactive

Rules run automatically — or wait for 1-click approval.

Why act with Sonic Engage

365

Customer history behind every action

From Customer 365: ratings, sentiment, silence

1 click

Approval before sending

Or let a rule run automatically

98%

WhatsApp open rate

vs. 21% email avg (Meta Business benchmark)

Audit

Every message logged

Sent or approved, with who and when

WhatsApp today. SMS coming soon.

WhatsApp outreach

  • Detractor recovery within minutes of an NPS signal
  • Operational updates across the delivery journey
  • A proactive check-in when a customer’s sentiment drops
  • SMS when WhatsApp isn’t delivered — coming soon

98% open rate(Meta Business benchmark)

Sonic Engage

online

Hi Alex, your order has been delivered 📦

How was your experience? Reply 1 (poor) – 5 (great)

09:42 ✓✓

2

09:43 ✓✓

We're sorry 🙏 We've passed this to our team and will get back to you today.

09:43 ✓✓

Sonic Engage · Insight → Action

Sonic Survey

Asking by phone? That’s Sonic Survey.

  • AI phone surveys from a list or a CRM event
  • Calling hours, retries, a limit on calling the same number
  • Answers flow into Customer 365, where Engage picks them up
See Sonic Survey →

Where Sonic Engage pays for itself

Detractor recovery

NPS 0–6 detected → WhatsApp sent before customer churns.

Delivery journey

Order shipped/delivered/failed → automated operational messages.

VIP protection

A high-value customer’s history shows risk → proactive WhatsApp, with approval.

Built for enterprise CX

Integrated with your platform and internal systems

Act on Pivony insights, Customer 365 rules, a webhook from your CRM or other systems, or a manual send.

Approval queue

Per rule, send automatically or wait in the queue for one-click approval.

Dynamic templates (Meta-approved)

Message templates with dynamic merge fields — customer name, order ID, and custom variables.

Audit trail + access controls

Audit logs for every message sent or approved. Access aligned with your security policies.

Transparent pricing. No bundles.

Software license

Pivony platform fee (contact us for quote)

Meta traffic

Paid directly to Meta, no markup

Survey asks. Customer 365 knows. Engage acts.

Sonic Survey

Asks: written surveys, AI voice surveys by phone or on your site.

See Sonic Survey →

Customer 365

Knows each customer by history and behaviour, not just the last event.

See Customer 365 →

Sonic Engage

Acts before the problem grows: your rules, an approval flow, WhatsApp (SMS coming soon).

You are here

Ready to act before customers complain?

In 30 minutes, we'll map a live workflow from a Customer 365 signal to Sonic Engage outreach using your industry's scenarios. No deck. No generic demo.

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