Inside the Monocle Platform
Monocle is the AI-native automation platform for retention—powering 1:1 journeys that increase relevance, revenue and retention.
HOW IT WORKS

Connect your stack
Monocle plugs into your stack without code, syncing your data and creative while training AI models on real behavior, intent, and engagement patterns.
Choose your audience
Import a list or let Monocle sync audiences directly from your CRM. From winback audiences to cross-sell to second purchase, you choose where to start.


Select your creative
Choose which synced templates you want the AI to use for this audience. Monocle then selects the best message for each customer based on behavior, intent, and predictive insights.
Set brand guidelines
Set your guardrails — including simple, plain-English guidelines like “Only one incentive per journey,” “Prioritize product-led content,” or “Exclude VIPs from discounts.” Monocle operates within your rules while optimizing everything else.


Run a Holdout Test
Set up a control group directly in the platform to measure incrementality. You’ll be able to compare your current strategy side-by-side with Monocle’s AI journeys.
Deploy your AI journey
Agents weigh intent, timing, risk, and affinities to decide who to reach, when, how often, through which channel, and with which message — continuously optimizing as results come in.


Measure Performance
Track everything in a clean and unified dashboard: revenue, engagement, list health, placement, performance by message, and incremental lift. You can also view Monocle insights directly in your CRM.
Test what AI journeys can do for your brand
The secret sauce
AI Causal Uplift
Most AI surfaces patterns in past behavior. Monocle’s causal AI measures which actions actually drive lift and adapts each customer’s journey accordingly, improving engagement and revenue in ways predictive scores alone can’t.
ROI Analysis
By quantifying the incremental impact of each email, SMS, and incentive per customer, Monocle builds a cost curve that reveals the ROI at every stage giving you clear visibility into the most profitable strategy.
Dynamic AI Learning
Our AI models constantly learn and adapt to ever-changing demand patterns and trends, keeping your finger on the pulse of consumer behavior.