Covalent brings your customer strategy to life

The execution layer that turns service signals into action. Driving retention, growth, and results.

Covalent sits on top of Service Cloud and turns signals into action, fast.

Covalent doesn’t replace your CRM. It completes it.

We connect your existing data, journeys, and systems to outcome-driving automation.

So you can reduce churn, 
increase LTV and lift engagement.

One stack.
Three accelerators.

Covalent is made up of three modular products — 
each powerful on its own, exponential when combined.

Each module solves for a mission-critical bottleneck:

Service

Churn

Growth

Built for velocity, interoperability, and real-world scale.

API-first.

Deployed on AWS.

Enterprise-ready from day one.

Concierge

AI-powered support that completes the job

What it is

Concierge is an AI-powered assistant built for real-world service ops — pre-trained on your sector, connected to your systems, and capable of resolving 70% of queries end-to-end.

What it does

  • Resolves up to 70% of inbound queries automatically
  • Executes actions via Salesforce, billing, CRM, and rewards platforms
  • Pre-trained on sector-specific use cases (health, financial services, travel)

Why it matters

Most bots route or summarise. Concierge completes the task — cutting costs, lifting CSAT, and freeing up your frontline.

Platform role:

Executes automated service flows as part of the end-to-end experience.

Cortex

Real-time intelligence that acts — not just observes

What it is

Cortex is Covalent’s real-time decisioning engine. 

It unifies every signal — behaviour, value, risk, and intent — to build a live, 360° view of each customer. Cortex then triggers retention nudges, growth campaigns, and service actions automatically. With attribution built in, every intervention becomes a measurable growth lever.

What it does

  • Dynamic segmentation in real time
  • Risk and value scoring at scale
  • Email, SMS, push, and in-app delivery
  • Cohort-based attribution + experiment tracking

Why it matters

Most tools tell you what’s happening. Cortex works out why and acts on it — turning churn risk into retention and missed moments into new revenue.

Platform role:

Customer intelligence and live decisioning — closing the loop between data and outcomes.

Catalyst

Smart rewards that drive engagement and behavioural change

What it is

Catalyst turns reward spend into strategic outcomes — using real-time triggers to issue incentives where they’ll actually shift behaviour.

What it does

  • Delivers cashback, vouchers, and digital perks in real time
  • Targets based on behaviour, churn risk, and LTV
  • Activates rewards at key moments — CX recovery, upsell, re-engagement
  • Tracks redemptions and downstream impact
  • Powers loyalty, acquisition, and service use cases

Why it matters

Most rewards waste money. Catalyst targets the right moment, proves ROI, and turns incentives into a lever — not a cost centre.

Platform role:

Turns behavioural signals into conversion moments — automatically.

Platform Capabilities

What makes Covalent different

Deploy fast

  • No rebuilds required
  • Works on top of Service Cloud + your stack
  • API-first, integrates into legacy systems

Stay Secure

  • VPC-ready, client-isolated instances
  • Encryption, audit logs, full observability

Move with Confidence

  • Real-time segmentation + streaming
  • Attribution and measurement across flows
Built to Work With What You Have

No rebuilds.
No waiting.
Just faster outcomes.

Covalent plugs into your Service Cloud, data warehouse and systems of record — and starts delivering outcomes in weeks, not months.

We overlay your stack and unlock what’s already there — activating signals, triggering actions, and resolving service flows in real time.

See how Covalent
completes your stack

For Architecture, Engineering & Technology Leaders

Explore how Covalent integrates, scales, and secures your execution layer

Platform-wide foundations

Covalent is API-first and deployed in isolated environments per client, hosted on AWS.

We integrate natively with Service Cloud, CRMs, and data warehouses — and embed directly into your systems of record.

Our deployment model is flexible by design. VPC deployment is available for clients with specific infrastructure or compliance requirements.

  • API-first, modular architecture
  • Optional VPC deployment
  • Built-in observability
  • Enterprise-grade encryption, secure access, velocity controls
  • Fully auditable, with redemptions and interventions tracked end-to-end

Concierge

AI-powered service orchestration that connects directly to your systems of record.

Show tech specs

Cortex

Real-time intelligence and decisioning at scale.

Catalyst

Real-time reward fulfilment and targeting engine.

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AI-powered service orchestration that connects directly to your systems of record.

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