AI & Brand · SoTag
Early accessAsk for a number and get a governed answerfrom your certified metrics. Let SoTag watch what's moving and propose the next play. Approve it, and it runs the send — with a full audit trail — right where your team already coordinates.
@SoTag how's GMV this month?
Net GMV (last 30d): $91,118 · −0.6% vs prior period
Active members 1,204 · Redemption 18.2% · Repeat 31%
from your certified metrics — figures aren't made up
The problem
The number that mattered was in a report no one checked this week. By the time someone notices the dip, it's a quarter old.
Every question becomes a ticket to the one analyst who knows the schema — so most questions never get asked.
Even when you spot the problem, acting on it means leaving the conversation, opening three tools, and hoping nothing breaks.
Ask in plain language
@mention SoTag or type /so and ask. It answers from your certified semantic layer— GMV, active members, redemption rate, repeat-purchase rate, orders — as a multi-metric scorecard with the time window, store / channel / tier breakdown, and period-over-period change. And when there's no data, it says so. It never invents a figure.
Governed numbers
one authoritative definition per metric
Breakdowns
by store, channel, or member tier
Period-over-period
the delta, not just the value
No hallucinated stats
no data → it tells you, plainly
SoTag doesn't stop at the chart. It carries a finding all the way to a measured outcome — with a human in the loop on anything that moves money.
Detect
daily scan flags a real move
Recommend
proposes a concrete play
Approve
a person confirms the send
Measure
returns with the effect
Slash commands
It watches so you don't have to
Every morning SoTag checks your headline metrics and posts a heads-up only when something meaningfully moved — say redemption down more than 20% versus the prior period.
When nothing's wrong, it says nothing. Deduplication and a per-channel daily cap mean it earns its place in the channel instead of becoming noise.
Tell it once — “always exclude the warehouse store” — and it honors that standing instruction in every future answer. A weekly digest lands each Monday.
From insight to action
When SoTag spots a problem, it doesn't just report it — it proposes a concrete, adopt-able play, like a win-back coupon to the at-risk segment. And you can act directly too: just ask it in the channel to send a coupon to a specific member or a segment. Either way, one click opens a confirmation card showing exactly who it will reach and the economics; a person confirms; then SoTag issues the coupons through the governed write path — idempotent, compliance- and budget-checked, fully audited — and follows up with the real effect.
Service recovery, right in the thread
A customer complaint surfaces in the channel — “send a $10 apology coupon to alice@example.com”. SoTag resolves the member, shows the confirm card, and on your approval the make-good lands in their wallet, audited. A complaint becomes a retained, delighted customer in seconds — no ticket, no leaving Slack.
Adopt. one click on the recommendation card
Confirm. a human sees the audience + economics, then approves
Send. governed write — idempotent, compliant, audited
Effect. a follow-up returns with the real result
SoTag is agentic, not autonomous-with-the-checkbook. Every money-moving action passes a human-in-the-loop confirmation, a per-tool authorization check, and a write-scope guard — and a kill-switch can pause all writes instantly.
HITL confirm
approval before any send
Write guard
value cap + rate limit, fail-closed
Idempotent
a retry never double-sends
Kill-switch
pause every write at once
SoTag is live in pilot Slack workspaces today. The coupon-send action runs behind human approval and is being enabled gradually — we don't present it as a fully autonomous, at-scale blast.
Why it's different
A query bot answers questions. SoTag closes the loop — watches, proposes, acts under approval, and reports the outcome — on the same governed rails as the rest of your stack.
Typical approach
A BI / SQL chatbot
Answers a question if you remember to ask, and can quietly make a number up.
SoTag, by design
Answers from the certified metric layer, says “no data” when there is none, and watches proactively.
Typical approach
A generic AI assistant
No tenant boundary, no scopes, no audit — and no real ability to act on your data.
SoTag, by design
Tenant-scoped keys, per-tool authorization, write guards, and a logged audit trail on every action.
Typical approach
An autonomous “agent”
Acts on its own — including spending money you didn't sign off on.
SoTag, by design
Agentic with a human in the loop: it proposes, you approve, it executes and reports back.
Not a walled garden
SoTag shares the Slack thread with your whole team, people and AI agents alike. It reads what's already been said, so it can build on a colleague's question or pick up where another agent left off. And when something is outside its lane — turning its numbers into a polished HTML dashboard, or writing code — it hands off to Claude right in the thread, passing along the governed figures it pulled. Your retention data becomes a shared, trustworthy input the whole team works from — not a number trapped in one more tool.
One thread · governed numbers, shared across agents
AI & innovation
SoTag is part of the “So” agent family — alongside SoCode, which brings the same governed tools into your IDE and AI assistants. Both ride one MCP layer, so the answer and its audit trail live right next to the decision, wherever your team is working.
No new dashboard to adopt — retention intelligence shows up in the Slack thread where the conversation is already happening.
Identity, scopes, tenant isolation, write guards, and a per-call audit trail — the agent inherits the platform's governance, it doesn't bypass it.
Every figure comes from the certified semantic layer. SoTag reasons about your data; it doesn't fabricate it.
The gap between “we should look into that” and a measured retention action collapses to a Slack thread.
Ask → answer
governed numbers in seconds, in the channel
Watch → flag
a daily scan that surfaces what moved
Approve → act
the next retention play, run under your sign-off
SoTag is in early access. Book a demo and we'll show it answer a real metric, raise a proactive alert, and run an approved send — live, under audit.
