Product Walkthrough

Your First 90 Days with Phleid

From connecting your stack to autonomous optimization. See exactly what happens at every stage — and what’s working under the hood.

Day 0: ConnectDay 2: AuditWeeks 1–2: ShadowMonth 1: SupervisedMonths 2–3: AutonomousDay 90+: Compounds

Day 0

Connect Your Stack

OAuth into Shopify, Klaviyo, and Yotpo — plus the rest of your tools. Phleid ingests 12–24 months of history with read-only access. Zero disruption to your live operations.

What you see

PShopifyKlaviyoLoyalty.YotpoTwilio

Under the hood

phleid-deep-scan

Day 2

Stack Intelligence Report

Your personalized audit: tool utilization scores, revenue leaks with dollar amounts, stack gap recommendations for tools worth adding, and a prioritized 30-day playbook — delivered in 48 hours.

What you see

Shopify78%

Unused: Gift cards, Customer metafields

Klaviyo45%

Unused: Predictive analytics, Back-in-stock flows, SMS campaigns

LoyaltyLion23%

Unused: Tier-up flows, Points expiry reminders, Referral program, Review rewards

Yotpo61%

Unused: Photo reviews in email, Review request timing

Under the hood

Revenue Leaks Identified

$7,240/mo total
highLoyalty tier-up flow gap
$4,200/mo

LoyaltyLion has tier data but Klaviyo has no celebration flow when customers reach a new tier.

2 847 customers affected
mediumSMS/email overlap waste
$640/mo

34% of customers receiving messages from 3+ tools within 24 hours.

1 203 customers affected
highPoints-for-review disconnect
$2,400/mo

LoyaltyLion and Yotpo aren't connected. Photo reviews unused in email campaigns.

892 customers affected
stack gapNo website personalization tool
+$2–6K/mo

No personalizing for returning visitors. Adding Rebuy or Nosto would unlock estimated incremental lift based on your returning visitor rate and AOV.

Growth recommendation — tool not yet in stack

Weeks 1–2

Shadow Mode

Phleid analyzes everything, does nothing. You see exactly what it would do — every proposed action needs your explicit sign-off.

What you see

Pending Approvals3

Send loyalty tier-up celebration to 847 Silver → Gold customers via Klaviyo

Klaviyo+$3,200/mo est.2 min ago

Suppress email to 203 customers who already received SMS today via Twilio

KlaviyoSave $180/mo8 min ago

Trigger points-for-review flow for 156 recent purchasers via LoyaltyLion

LoyaltyLion+$890/mo est.14 min ago

Under the hood

Live Activity

Suppressed duplicate email to 203 customers already contacted via SMS

success2m ago

Cross-tool pattern: Loyalty tier-up + email celebration flow identified

info8m ago

Proposed: Adjust Klaviyo send window from 10AM to 2PM for segment #847

pending14m ago

Approved action executed: Points-for-review campaign activated

success22m ago

Month 1

Supervised Optimization

You control the throttle. Slide from Shadow to Cautious as trust builds. Each category earns its own trust score based on your approval history.

What you see

Autonomy Level

Cautious

Under the hood

Trust Scores by Category

92%Retention23/25 approved
87%Upsell20/23 approved
78%Re-engage14/18 approved
95%AUTOReward19/20 approved

Auto-approve unlocks at 95%+ trust with 20+ proposals

Months 2–3

Earned Autonomy

The numbers speak for themselves. Treatment vs. holdout comparison with statistical significance — clear proof of what's working.

What you see

Treatment RPU

$47.82

1,000 customers

Lift

+18.3%

Significant (p < 0.05)

Holdout RPU

$40.42

100 customers

Renewal Math

Monthly lift / customer

$7.40

Annual value

$88,800

ROI multiplier

7.4x

Under the hood

Multi-armed bandit optimization

4,000+ variable combinations tested weekly across connected tools

Universal holdout methodology

5–10% holdout group continues receiving baseline marketing for clean incrementality measurement

Statistical rigor

p-values, confidence intervals, effect sizes — not last-click attribution

Experiment survivorship

Only patterns that survive confound validation reach your dashboard

Day 90+

Intelligence Compounds

Every experiment that runs, every approval you give, every cross-tool pattern discovered — they all feed the next decision. The longer Phleid runs, the smarter it gets.

Day 0ConnectDay 2AuditWeek 2ShadowMonth 1SupervisedMonth 3AutonomousDay 90+Compounds
01

Cross-tool intelligence deepens

More data = better feature engineering = stronger experiment designs. Patterns invisible at Month 1 become obvious by Month 3.

02

Optimization compounds

Each winning experiment becomes the new baseline. Lift stacks on lift. 18% Month 1 → 24% Month 2 → 31% Month 3.

03

Trust scores mature

Categories that prove reliable earn autonomy. Your approval overhead drops while quality increases.

Future-Ready

Agentic Commerce Ready

Shopify and Google launched the Universal Commerce Protocol (UCP) — agentic storefronts across Google AI Mode, Copilot Checkout, and ChatGPT. When consumer AI agents negotiate purchases via API, your retention stack needs to respond in milliseconds.

The same Control Plane that orchestrates your retention today becomes the real-time decision layer for agentic commerce. You buy for present-day lift and get agentic readiness included.

Millisecond-level decisioning at the edge
Dynamic offer generation based on customer context
Cross-tool orchestration for AI agent interactions
Margin-aware pricing guardrails per customer segment

Universal Commerce Protocol

AI agents discover & negotiate via standardized API

Phleid Control Plane

Real-time decision: what offer, which customer, why

Shopify

Klaviyo

LoyaltyLion

Technical Architecture

Built for Speed, Security, and Scale

Enterprise-grade infrastructure. No containers to manage. No cold starts. Just edge-native intelligence.

Open Protocol

Your stack’s ceiling was our connector list. Not anymore.

Connect the Model Context Protocol (MCP) server a tool already exposes, and Phleid’s agent can work with that product’s own capabilities inside your account — under the guardrails you already set.

Their product, not our connector

Phleid used to do only what it modelled natively — sync an audience, push an event, award points. Now it can create templates, build flows, and configure personalization rules using the tool's own capabilities.

No waiting on a bespoke integration for every feature.

Phleid, from wherever you work

Phleid exposes its agent toolset as an MCP endpoint. Point Claude Desktop, Claude Code, or your own agent at it — auth is an existing API key, and the key decides which organization's data it can reach.

Your retention org, driven from your terminal.

Reach widened, not autonomy

Every remote action needs approval by default. Per-tool Blocked / Ask me first / Auto-approve, an allowlist per server, one kill switch, a full activity log — and a replayed approval never creates the same asset twice.

More the agent can touch. Not more it can do unwatched.

Works with any MCP server you have access to — we don’t gate a list, and whether a vendor ships one is up to them. Connecting is admin-only, endpoints must be HTTPS, and private or internal network addresses are refused. Credentials are encrypted at rest with the same scheme as your other integration credentials, and are never returned by the API. Nightly health checks re-verify every connection, so if a provider drops a tool your automations depend on, you hear it from us first.

See it live on your own stack.

Connect your tools. Get a Stack Intelligence Report in 48 hours. Watch the system earn your trust over 90 days — with zero risk to your live operations.

Founding pilot — first 5 brands. $999/month. Cancel anytime.