The Helix Platform
The revenue engine that runs itself.
One unified platform: CRM + CDP + Journey Optimizer + Analytics. AI agents run the full cycle. No ETL. No silos. No human operators required.
Everything your stack has. In one product.
CRM (replaces Salesforce)
Contacts, accounts, deals, service contracts, and AI sales agents — all feeding from and writing to the same profile store as your CDP. No sync. No lag.
CDP (replaces AEP + Segment)
One identity graph with deterministic + probabilistic matching. Profiles update in real time as events stream in. Segments evaluate continuously — no nightly batch jobs.
Journey Optimizer (replaces Adobe Journey Optimizer)
AI-driven multi-channel journeys that branch on live profile data. Not “if email opened, wait 3 days.” The agent decides the next best action based on real-time intent signals.
Analytics (replaces Adobe Analytics)
Event-level analytics on live journey state. Revenue attribution, funnel tracking, and cohort analysis — on data that’s already unified, not ETL’d into a warehouse.
The moat is the seams.
Every competitor above is a point solution or a loosely-coupled suite stitched together with ETL pipelines and sync jobs. Helix’s structural advantage is what’s between the pillars: one identity graph and one profile store that CRM, journey decisions, and analytics all read from — live, simultaneously. When a sales call ends, the CDP profile updates. When the profile updates, the journey branches. When the journey branches, analytics captures it. All in milliseconds.
AI-native
Competitors bolt AI on. We built AI in.
Salesforce Agentforce, Adobe Agent Orchestrator, Segment CustomerAI — they add agents to human-operated tools. Helix is agent-native: the data model, the API surface, and the workflow engine were designed for agents to operate, not humans.
Acquire
Identify high-intent visitors, enrich profiles, score leads on entry.
Qualify
Voice AI that calls, qualifies, and routes; logs everything to CRM automatically.
Nurture
Multi-channel sequences that adapt to each contact’s real-time behaviour.
Convert
Meeting scheduling, proposal generation, deal stage progression.
Analyze + Optimize
Agents read their own campaign analytics and rewrite their playbooks to maximize revenue.
Under your guardrails.
Every agent action is subject to approval gates, spend and send limits, CASL/PIPEDA consent enforcement, and brand-safety checks. Autonomy without risk.
Helix Lite is launching soon.
Be first. Request early access and we’ll onboard your org before the public launch.