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Lifecycle marketing

Marketing automation for SaaS teams.

Onboard, announce, re-engage. One customer record. Tours, checklists, tooltips, info cards and banners inside the product. Email, push and WhatsApp outside it. One outreach list, shared customer data, and replies that land in the same inbox as support.

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Trusted by 4,500+ teams
Every message has a job. Get a new user to the first result, explain what shipped, bring a quiet account back. Pick the format for the job; the rules and the customer record are the same.

Guide inside the product.

Where the user already is.
Steps on your live interface: message, pointer and video. Advance on Next, a click or an input.
Tasks with an action and a completion rule, progress in the widget, a success screen at the end.
A line with an action, a modal with media and steps, or a hint on one element.

Reach them outside it.

Email, push, WhatsApp.
Event-triggered emails and one-off newsletters from a verified domain, with opens, clicks and bounces per send.
Campaigns and support replies on iOS, Android and the web through Firebase Cloud Messaging.
Dynamic audiences keep sending to new matches. One-off sends go to everyone who matches now, with a preview count.

Same rules for every format.

Trigger, audience, frequency, pages.
An event or property trigger with a delay, audience rules from attributes, tags and events, page rules, and once or every time. Learn it once, use it for a tour or a newsletter.
See the event-based messaging guide

Replies come back to one inbox.

Support and outreach share the customer.
Answers to a newsletter or a push land as tickets with the customer's history. Kai Support answers what it can and brings the team in when needed.
Meet Kai Support

Built for AI agents.

Every outbound format, through MCP.
An AI agent connected to the Gleap MCP drafts surveys, emails, chat messages, banners, info cards, checklists, tours, tooltips, push and news, and targets them with your events and contact attributes. When the event it needs does not exist yet, it gets the tracking code instead of guessing.
See the MCP server
Engagement without per-seat budgeting.
Partfox moved from per-seat tooling to Gleap, integrated custom data in 10 days, and now runs live chat, AI support, bug reporting, feature requests, tours, checklists and surveys on one platform.
Maic Fankhauser
Product Manager, Partfox
About marketing automation
What marketing automation tools does Gleap include?
Which format should we use for onboarding?
Use a checklist for a set of tasks, a tour for a guided sequence on the interface, a tooltip for one control, and an info card for a launch that needs a picture. A checklist task can start a tour, so start with the checklist and attach tours to its tasks.
Can we trigger outreach from product events?
Yes, for many formats: event or property triggers start them, with an optional delay. Audience targeting is shared; page rules and frequency controls depend on the format. Tooltips use audience and page targeting, and checklists have no frequency setting. Your app sends the events through the Gleap SDK or API.
What is the difference between a dynamic audience and a one-off send?
A dynamic audience keeps matching: each person who meets the rules after the trigger receives the message. A one-off send goes once to everyone who matches at that moment and shows the count before you publish. Email, push, WhatsApp, in-app chat messages, surveys, info cards and banners support both, and a one-off send can also go to a CSV upload. Tours, tooltips, checklists and news use rules.
How should we announce a new feature?
Publish the release note in news, then point the right audience at it: a banner or info card for people in the product, an email or push for those who are not. All of them can open the news item directly.
Do these tools require an AI agent?
No. Your team writes, targets and publishes every message. Kai Support comes in when customers reply or ask questions: it answers from your knowledge base, can suggest a product tour, and brings the team in when needed.
Is WhatsApp part of the same outreach list?
Yes. WhatsApp messages are an outreach format with a one-off or dynamic audience, sent through your connected WhatsApp channel, and replies arrive in the same inbox.
Do the in-app formats work in native mobile apps?
Partly. Banners, info cards and checklists run in the JavaScript SDK and in the native iOS and Android SDKs. Tours and tooltips are web only. Native apps also get news, surveys, in-app chat messages and push notifications.
How is this different from a standalone marketing automation platform?
The contact record, events, inbox and knowledge base are the same ones support uses, so a reply to a campaign is a ticket with history, not a new lead in another tool. Gleap fits teams that want onboarding, announcements and re-engagement next to support. Compare reporting and integration needs before replacing a dedicated marketing suite, for example with Gleap vs Customer.io, Gleap vs HubSpot or Gleap vs Userpilot.
How does outreach connect to the rest of Gleap?
It shares the customer with support and product. A reply goes to Kai Support or a teammate, and a reported problem becomes a ticket with session replay. From Team, Kai Resolve investigates it, Kai Code opens a pull request your team reviews, and the customer hears back once a teammate confirms the fix is live. See how Gleap closes the loop and what self-driving development means.
Can AI agents run our outbound campaigns?
They can prepare them. Connect Claude, ChatGPT, Codex, Cursor or another MCP client to the Gleap MCP server and the agent drafts any outbound format, reads the events and contact attributes your project tracks, sets triggers, page rules, audiences and schedules, previews the reach and publishes or pauses once you approve. When the audience needs an event that is not tracked yet, the agent gets the tracking code for your SDK or backend. One-off sends need the recipient count you approved, and one-off emails and push never go to every contact.
Which plan includes marketing automation?
Outbound messaging is included from Team ($149 per month, billed annually), with unlimited seats. The plan includes 1,000 emails to customers a month, then $2 per 1,000. See pricing.
Can we see the whole platform?
Yes. The platform overview shows how the inbox, AI agents, feedback tools and outreach share one workspace and one customer record.
Kai Support First level support
Every message with a job, from one platform.
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4.6/5
on G2