FAQ

Everything you need to know about Monocle

What is an AI marketing agent?

An AI marketing agent is software that can reason over customer data and take action at the individual level. Agents process millions of behavioral and contextual signals in real time, then use those signals to make core marketing decisions for each customer: when to reach out, which creative to use, how often to engage, and through which channels. This represents a shift from group-based marketing to true 1:1 personalization, where every journey is dynamically shaped by data. Marketers set the goals and provide the creative; agents handle execution at scale—unlocking stronger relevance, higher retention and greater profitability.

How can I test Monocle against my current workflows?

Experimentation is built directly into Monocle. You can set up holdout groups and run controlled experiments alongside your existing flows or campaigns, making it easy to prove incremental lift and validate performance before scaling.

How much control do I have over what agents send?

You’re always in control. You decide the offers, creative assets, and guardrails, and agents work within those boundaries. By default, agents don’t write new messages—they select from the assets you provide and optimize who sees them, when, and how often. If you choose, you can opt in to let agents customize certain elements—like a subject line or a content block—but that’s always your call.

Does Monocle replace my current email or SMS platform?

No. Monocle integrates seamlessly with most major email and SMS platforms. We power the targeting and decisioning layer, the emails and SMS are sent through the platform you choose so you don’t need to change your existing tools.

How is Monocle different from the AI features I already have in my platform?

Most AI features today still run on the same segment- and rule-based logic. For years, “personalization” has really meant choosing the best version for a segment of customers. With Monocle, AI agents look at each customer individually and build a customized journey—when to enroll them in a flow or campaign, how often to reach out, which channels to use and what creative to send. You set the goals and provide the assets; the agents make those decisions per person across email, SMS, and onsite. It’s a fundamental shift from optimizing messages for groups to creating truly individualized journeys for every customer.

What kind of Data does Monocle use to inform its models?

We use first-party data captured on your brand’s site, historical purchase data, and contextual data such as seasonality.

How do you decide which incentives to give to each customer?

We focus on maximizing the incremental value on your brand’s promotion spend. For every customer, we predict the incremental change in revenue and gross profit from receiving an incentive and choose the optimal one given the brand’s strategy.

I only run a couple of major promotions per year, can I still work with Monocle?

Yes! A lot of our brands only run a couple of major promotion campaigns through the year (which we help optimize). During the remainder of the time, they use Monocle to selectively give incentives through email and SMS flow, targeting only a subset of customers with the highest ROI.

Will I be able to know what kind of customers are getting offers?

Yes! Our models will never be a black box. In our Admin dashboard you’ll be able to review what features the AI models are using to predict the impact from getting an incentive.

Can I use Monocle’s segmentation in my ad campaigns?

Of course, we allow brands to export the list of customers by their sensitivity to incentives and use it in ad and retargeting campaigns.

How do I know that the model understands my brand’s customers?

We develop a custom model for every brand tailored specifically to their customers. This allows us to identify features unique to your customers and understand their specific demand patterns