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00 / Case study / Centro de e-Learning UTN BA

1.65M emails turned into 1.65M conversations with context

51.85%

Open rate · ~2x online-education benchmark (25-35%)

SFMC reporting, UTN BA · Jan–Feb 2026

Client
Centro de e-Learning UTN BA
Industry
Online education
Engagement
2026-01/2026-02
Cleon's role
Architecture + implementation + operation
Stack
SFMC Journey BuilderSalesforce CRMLLM via API + MCPchatbot orchestrator

01 / The problem

UTN BA had a chatbot in development capturing lead conversations, but that signal was lost at the email layer: everyone got the same template — no nurturing, no funnel-stage segmentation.

The challenge wasn't volume — it was disconnection.

  • The chatbot captured each lead's specific intent (which course, which doubt, which level).
  • But email consumed that signal as a static template: everyone got the same message.
  • No nurturing strategy, no funnel-stage segmentation.
  • Result: flat engagement and rising CAC, with the most valuable signal — the conversation itself — sleeping in the system.

02 / Complexity

Previous attempts to process thousands of chat histories in real time collapsed the infrastructure: timeouts, latency, intermittent errors. This wasn't a data-availability problem — the chatbot, the CRM, and the data all existed. It was a scale problem: 351,000+ students, 650 courses, and roughly 1.65M sends per two-month cycle, run through a naive real-time lookup that couldn't hold under that load.

03 / System

UTN BA didn't need another tool — they needed a technical partner to articulate the pieces they already had. From Cleon we designed four moves:

  • An evolved conversational layer, built alongside UTN BA's own technical team.
  • Automated, generative email anchored to the conversation ID — the central innovation.
  • The chatbot repositioned as orchestrator across CRM, LLM, and Marketing Cloud.
  • An always-on journey, replacing the concept of a "mass send" entirely.

04 / Architecture

The chatbot acts as the orchestrator — talking to the LLM through API + MCP. Marketing Cloud pulls leads directly from Salesforce and queries the orchestrator's API at send-time for each email's generative body.

System diagram

DATA LAYER · SALESFORCE★ ORCHESTRATORGENERATIVE LAYER · CLEONEXECUTION LAYERlead · opp statedirect lead syncAPI + MCPAPI · email bodysendengagement → CRMSalesforce CRMLead · OpportunityChatbotUTN BA · CleonAPI · conversation IDAI · LLMgenerates bodyconv ID + lead stageSFMC · Journey Builderper-lead · always-onEmailone per lead
01

Evolved conversational layer (collab with UTN BA team)

Cleon worked alongside the UTN BA technical team to improve the existing chatbot — enriching intent capture and ensuring every conversation generated a unique, reusable identifier downstream.

02

Automated generative email anchored to the conversation ID

★ Architecture introduced by Cleon

The central innovation. Every email uses the lead's conversation ID as the key to retrieve the full chat history and feed it to a language model that writes the message body dynamically. These are not templates with variables — they are emails generated, one per lead, with the real conversational context and the funnel stage as input.

03

Chatbot-as-orchestrator: Salesforce CRM + AI + Marketing Cloud

The chatbot acts as the orchestrator: it coordinates calls to the LLM through API + MCP (Model Context Protocol) and writes Lead / Opportunity state into the Salesforce CRM. Marketing Cloud pulls leads directly from the CRM for audience segmentation and queries the orchestrator's API at send-time to generate each email's personalized body. Engagement flows back into the CRM so Lead stages and Opportunities stay in sync. Zero system downtime over 1.65M sends.

04

Always-on journey

Every chatbot conversation triggers an individualized flow. We removed the concept of "mass send" from the stack.

05 / Role

Cleon worked with UTN BA's technical team to evolve the chatbot and introduced a new architecture: nurturing leads at different funnel stages and generating hyper-personalized emails dynamically through a language model, using the lead's conversation ID as the key to retrieve the full history.

Cleon's role: architecture, implementation, and operation.

06 / Execution

Every chatbot conversation triggers an individualized flow — we removed the concept of "mass send" from the stack entirely.

Zero system downtime over 1.65M sends in its first two months live.

07 / Technology

The stack: SFMC Journey Builder for always-on, per-lead journeys; Salesforce CRM holding Lead/Opportunity state; a language model reached via API + MCP (Model Context Protocol) generating each email's body; and the chatbot itself repositioned as the orchestrator tying the three together.

08 / Outcome

Email went from a declining channel to the highest-relative-engagement channel at UTN BA. A ~20 percentage-point lift in open rate on 1.65M sends translates into incremental qualified-lead pipeline that the institution absorbs without adding marketing headcount — the marginal cost of the next personalized email trends to zero.

The conversation ID → CRM → language model → Marketing Cloud architecture solved a problem most orgs with chatbot + CRM + email have today: the pieces exist, the layer that articulates them does not. From this pattern, Cleon developed an in-house leadbot + generative orchestration product that extends the same architecture to clients without an existing chatbot.

09 / Results

First two months post go-live (Jan–Feb 2026).

51.85%

Open rate · ~2x online-education benchmark (25-35%)

SFMC reporting, UTN BA · Jan–Feb 2026

1.65M

Emails sent · zero downtime

SFMC reporting, UTN BA · Jan–Feb 2026

11.77%

CTOR · in line with benchmark (~13%)

SFMC reporting, UTN BA · Jan–Feb 2026

0.73%

Bounce rate · below benchmark (~1.5%)

SFMC reporting, UTN BA · Jan–Feb 2026

0.48%

Unsubscribe · below benchmark (~0.5%)

SFMC reporting, UTN BA · Jan–Feb 2026

In their words

“We had the chatbot, the CRM and the data, but we were missing the layer that could integrate them with our lead communications in a relevant way. Cleon designed the architecture that connects our sales funnel with personalized, generative emails for each lead — and today we converse at scale with metrics that lead the market.”

Joana Scaminacci

Marketing & Strategic Alliances Manager · Centro de e-Learning UTN BA

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