Lexi AI

Welcome Lexi, your Lexer AI companion.

Lexi will help you perform tasks and analyze data in your hub. Discover how Lexi can streamline your workflows, gain insights, and learn how to set it up for a personalized experience.

Where can I find Lexi?

Lexi can help you in multiple ways:

  • Analyzing attributes in Lexer Segment
  • Comparing attributes in Lexer Compare
  • Tracking metrics in Lexer Track
  • Generating personalized 1:1 messages in Lexer Contact

Attribute analysis

Lexi can provide a summary of attributes, making data exploration a breeze. 

To access this analysis, navigate to Understand > Segment. By default this will open up the Explore Attributes tab. 

Search for an attribute you would like to analyze and click on it to open up the attribute summary page. 

At the top of Analysis you will see Lexi’s analysis of the data within this attribute. Lexi’s analysis here will vary based on the attribute you have selected. 

Attribute comparison

Attribute comparison is one of the best ways to get valuable insights out of your data in the CDP. Lexi makes this even easier, you don’t need to be a data scientist to understand the data, Lexi creates outputs that are business focused and easy to understand making spotting trends and outliers in the data a breeze. 

You can find this in the Explore attributes section of the Hub too. Navigate to Understand > Segment. By default this will open up the Explore Attributes tab. Click on the Comparison tab. 

In the comparison page, you will need to compare two attributes. Lexi’s analysis here will vary based on the attributes you are comparing. In the example below we are comparing Average Order Value and First Order: Product name, we can see a Volume analysis and Cohort Benchmark. The Volume analysis summarizes the distribution of the comparison highlighting points of interest in your data, while the Cohort benchmark provides an analysis of the relationship between the two variables discussing potential focal points to action. 

Tracking metrics

Lexi can also help you keep an eye on your key metrics in Track. 

  1. Navigate to Measure > Track. Open up the metrics tab. 
  1. Find and click on a metric to open up the summary page. Underneath the line graph at the top of the page you will see Lexi’s analysis. Lexi’s analysis here will vary based on the attributes you are comparing. 

Stay tuned, Lexi will be showing up more and more throughout your Hub to give you a helping hand. 

Personalizing Lexi

One of Lexi's greatest features is its capacity to personalize responses based on your brand, objectives, department, and seniority level. To unlock even more customized and potent responses from Lexi, simply navigate to the Hub's settings and provide context.

To your seniority and department you need to update your account details:

  1. Navigate to Manage > Team
  2. Under My Account, you will see options for Seniority and Department
  1. From the dropdown, select options that reflect your position in the organization. 

To customize Lexi company wide:

  1. Navigate to Manage > Settings
  2. On the Left click on the “Lexi” tab. 
  1. From here you can choose the Business Objectives. Just tick those that are most relevant to your businesses current strategies and Lexi will do the rest! 

Providing feedback

Like all AI models there is always room for improvement. Your can provide feedback to help guide Lexi in the right direction.

You can provide this feedback by:

  • Using the thumbs-up and thumbs-down buttons to rate Lexi's responses.
  • Leaving short comments.

Providing this feedback will help Lexi learn, shaping Lexi's development and making it an even more valuable for you!

Using Lexi effectively

AI is a game changer. Lexi has the potential to quickly provide you with a summary of insights and outlier analysis. This should help you get the job done quicker and easier than ever before!

You can accomplish incredible things using AI to supplement your work, but make sure to treat the outputs with some caution. There still may be some instances where responses are a little off.

Make sure you: 

  • Read all outputs
  • Validate outputs
  • Use your judgment 

FAQs

Our investment in secure, embedded AI unlocks future innovation in automation, personalization, and customer intelligence—without introducing risk.

And most importantly, means you can use Lexi with complete peace of mind, knowing that your data is safe, your insights are rich, and your experience is seamless.

We've upgraded how Lexi works behind the scenes to enhance security and further protect your customer data. Below, you’ll find answers to the most common questions and what it means for you.

1. What has changed with Lexi AI and Lexer Contact?

We’ve made Lexi AI and Lexer Contact more secure. Previously, if you opted in, some customer data was sent to third-party AI services like OpenAI to generate insights. Now as of July 2025, all AI processing happens entirely within Lexer’s secure AWS environment—your data never leaves our infrastructure.

2. Does this affect the quality of the insights?

No change here. Insights remain just as accurate—if not better. We're using AWS Bedrock, which gives us access to powerful AI models from companies like Anthropic, Meta, and Amazon, all while keeping your data secure.

3. Is my data more secure now?

Yes. All AI processing now happens within Lexer’s AWS infrastructure, eliminating the need to send data to any third-party AI providers.

4. Does this help with data privacy compliance?

Yes. By keeping your data inside Lexer’s environment, it’s easier to comply with GDPR, CCPA, and other privacy laws.

5. Will there be any downtime or disruption?

None. This upgrade is already complete and fully operational.

6. Has this impacted the speed of insights?

No. You can expect the same performance and speed as before.

7. Are there any new features included?

Not yet. This update focuses purely on security and privacy.

8. What happens to my existing data and insights?

Nothing changes. All your past insights and reports remain intact and accessible. The update only affects how new insights are generated moving forward.

9. Will this affect pricing or my contract?

No. Lexi AI remains part of your current subscription. Contact is still available as an add-on—speak to your Customer Success Manager for more info.

10. Can you guarantee my data stays within Lexer?

Yes. All AI features (Lexi and Contact) now run entirely within our secure AWS environment. Your data no longer needs to be shared with third-party AI providers.

Lexer still supports optional third-party integrations across the platform—these remain opt-in and separate from our AI features.

11. What type of customer data is used?

  • Lexi AI analyzes customer metrics like average order value, total spend, and purchase patterns, but does not use personal data like names, emails, customer IDs, address, or phone numbers.
  • Lexer Contact uses some personal data (e.g., name, purchase history) to generate highly personalized 1:1 messages—but again, this now stays fully within Lexer’s infrastructure.

12. Do I need to tell my customers about this change?

No. This change doesn’t impact your customers directly, and personal information isn’t shared outside of Lexer.

13. Does this affect our DPA?

No. You no longer need to sign any extra consent or add new sub-processors. Everything now falls under Lexer’s standard DPA.

14. What security protections are in place?

Our infrastructure includes:

  • Encryption at rest and in transit
  • Strict access controls
  • Real-time monitoring and logging
  • Automated backups and recovery
  • Ongoing audits and certifications
  • Lexer is ISO27001:2022 certified and SOC 2 compliant, meeting the highest standards in data protection.

Still have questions? Reach out to your Customer Success Manager, or contact our support team at support@lexer.io

That's a wrap!

Lexi is here to revolutionize your experience within the Lexer CDXP. Whether you're a data enthusiast, marketer, or decision-maker, Lexi's insights will empower you. Stay tuned for updates as we continually enhance Lexi's capabilities. If you have any questions or need any help with Lexi, please reach out using the chatbot in the bottom right hand corner of the page.

Updated:
July 10, 2025
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