- DATA
- INSIGHT
- ACTION
- HUMAN
Short answer
How can I combine web behavior with CRM data?
Your AI uses the enrich_session tool to pull real-time interaction data from Contentsquare and merge it with your offline sales or CRM information. This gives you a single view of how specific customer profiles are actually moving through your site. You'll see exactly how web behavior connects to customer value.
The results.
Where the data lands.
The AI processes the raw session data and maps it to your existing customer records.
DATA
Unified session profiles
The AI merges Contentsquare events with CRM attributes. You get a complete history of what a specific customer did on your site alongside their purchase history.
INSIGHT
Behavioral patterns
Your agent identifies links between user actions and sales outcomes. It spots which specific interactions lead to conversions or churn.
ACTION
Targeted outreach
The AI identifies high-intent users based on their live session data. You can use these insights to trigger specific sales or marketing workflows.
HUMAN
Strategic decisions
The AI presents the findings, but you decide which behavioral trends require a change in your site design or sales strategy.
The workflow
What your AI does when the data arrives.
The AI handles the heavy lifting of matching disparate data points so you don't have to manually export and join CSVs.
Fetch session data
Your agent pulls the latest interaction logs and user journey details directly from Contentsquare.
enrich_sessionMatch customer IDs
The AI looks for common identifiers between the web session and your CRM or sales database.
enrich_sessionBuild the profile
It combines the live web behavior with the offline customer history into a single context.
enrich_sessionAnalyze the link
Your agent interprets how the web activity relates to the customer's lifetime value or recent purchases.
enrich_session
Try it
Copy these to start.
Use these prompts to begin working with your data immediately.
Starting points
These are basic ways to start. Swap out the specific names of your CRM or session IDs to match your actual data.
Contentsquare Connector
You're all set. Choose your MCP client and follow the setup instructions.
https://edge.vinkius.com/vk_preview_UWhKk6bQ5GAjzFbQe8ZMhSkHrxT56uc6tE1BFJW5/mcpClaude Desktop
Follow the steps below to connect in seconds.
- 1In Claude Desktop, open Settings → Connectors.
- 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
- 3Click Add and start a new chat — Contentsquare capabilities are ready to use.
{
"mcpServers": {
"contentsquare-mcp": {
"url": "https://edge.vinkius.com/vk_preview_UWhKk6bQ5GAjzFbQe8ZMhSkHrxT56uc6tE1BFJW5/mcp"
}
}
}Use enrich_session to find all users in my CRM who visited the pricing page in the last 24 hours.
Compare the Contentsquare session data for user_123 with their recent purchase history in my sales sheet.
Identify patterns between high-value customers in my CRM and their navigation paths in Contentsquare.
Show me a list of sessions from today that involve users with an active subscription in my database.
Claude
ChatGPT
Cursor
VS Code
Windsurf
Claude Code
JetBrains
Cline
Start here
Connect Contentsquare once, then ask.
Just follow the link to authorize the connection. Your credentials stay encrypted, and you can start asking questions right away.
Connect Contentsquare to your AIFAQ
How this task behaves.
- 01
Can the AI change data in my CRM?
No. The AI can only read and enrich session data. It cannot write, delete, or modify any records in your CRM or Contentsquare.
- 02
Does the AI need me to export CSVs first?
No. Once the connection is live, the AI uses the enrich_session tool to pull the data directly.
- 03
Can the AI automatically send emails to customers?
No. The AI identifies who to contact based on their behavior, but you must handle the actual messaging through your own tools.
- 04
What happens if a user ID doesn't match?
If the AI cannot find a matching identifier between the session and your CRM, it will report that the data could not be enriched.
- 05
Can I use this with any AI client?
Yes, as long as you are using an MCP-compatible client like Claude, Cursor, or Windsurf.
More questions about Contentsquare? The Connector page answers them. See everything the Contentsquare Connector can do
Connect Contentsquare to Claude, Cursor, ChatGPT & more
