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Loyalty Member Journey Orchestration Agent

Decides when each member gets which offer — tier-transition timing, cross-location earn/redeem, offer dedup.

Hire the agent that breaks the loyalty-program-stagnation tax. Most loyalty programs are configured at launch then frozen — member journey static, cross-location earn/redemption broken, tier-transition timing missed, every location running its own offers (brand-discount pollution). The agent owns the decisioning surface: when each member gets which offer, when to nudge toward the next tier, when to coordinate cross-location eligibility, when to suppress duplicate sends. Triggers email, SMS, and social siblings to deliver. Wraps Smile.io / LoyaltyLion / Yotpo / Annex Cloud / Stamped / Marigold — does not replace them.

Minimum term
6 months
Context tuning
10 days · included
Book a consultation →

How pricing works

Pricing is scoped to your operation in a 30-minute consultation — how many locations, which integrations, what context tuning we do at onboarding. After the call you receive a private checkout link with a fixed monthly number.

Two paths to running this agent

Self-host with the free deployment guide and run your own instance, or rent the hosted agent and skip the build entirely. The skill library is the same either way — the rental ships with hosting, maintenance, and context-tuning included.

DIY

Self-host with the deployment guide

Free walkthrough of how to deploy loyalty agent on your own infrastructure. You bring the engineering time and the integrations. You own every artifact end-to-end.

Effort
Yours
Time
Self-paced
Cost
Free
Guide coming soon

DFY — rental

Rent the hosted agent

We host the runtime, maintain the skill library, and tune the agent to your context at onboarding. You pay a monthly fee. No bespoke customization — new skills go through the shared backlog.

Effort
Ours
Onboarding
10 days
Cost
Scoped on call
Book a consultation →

What this agent owns

Cross-location loyalty member journey decisioning — welcome, milestone, dormant, tier-transition, win-back. Consumes customer-data-graph for member state + attribution for per-channel earn ROI. Coordinates cross-location earn / redemption eligibility per location autonomy profile. Triggers email, SMS, and social siblings to deliver the chosen intervention. Hands per-location loyalty dashboard signal to rollup-reporting.

Install it where your team already works

The agent listens for inbound requests from any of these surfaces and acts inside its skill boundary.

  • Slack
  • Microsoft Teams
  • Email
  • Webhooks
  • REST API
  • Shopify
  • Google Sheets
  • Notion

Example asks

  • Member-event webhook (earn, redeem, tier-up, tier-down) → next-action scoring
  • Daily at-edge tier-transition sweep → intervention queue
  • "@loyalty why did our Silver tier shrink last month?" (Slack)
  • Master-record change (new location) → loyalty redemption eligibility update

Skill library

Every skill in the rental package. Status reflects current development state — early-adopter subscribers influence which backlog skills move into development next.

In development

Backlog — subscribers prioritize one at a time

These skills are mapped from the 248-loop SKU research backlog. We build one at a time, in sequence, with active subscribers voting on which goes next. One skill per quarter is included in the base rental; subscribers can request more through a separate skill-accelerator add-on.

Suggest a skill

The backlog is open-ended. If the skill you need is not on this list, propose it during onboarding or anytime through your subscriber Slack — every active subscriber gets a vote on what moves into development next.

What is and is not in the rental

Included

  • Hosted agent runtime + integrations
  • 10-day context tuning at onboarding (brand spec, master record, integration credentials, autonomy profile)
  • Maintained skill library — every skill listed above
  • 2 new skill from the shared backlog per quarter
  • Weekly + monthly usage reporting
  • Subscriber Slack for priority + escalation
  • Every artifact the agent produces is yours to keep

Not included

  • Bespoke skill development outside the shared backlog
  • Custom integrations beyond the listed surfaces
  • Strategy / executive layer — handled by the Fractional CMO engagement
  • Whole-stack orchestration of multiple agents — handled by the Setup Sprint or Fractional CMO
  • Initial build of the productized capability — see /implementations for the one-time setup engagement

Adjacent agents in the swarm

Loyalty agent works cleanly alongside these agents. Subscribe to multiple to operate the full swarm; subscribe to one to start with the tightest pain point.

  • Email + Multi-Channel Communication-Broadcast Agent

    4-channel COMMUNICATION-BROADCAST surface — email Day-1 + SMS + push + direct-mail — per-location orchestration above your ESP stack.

    Min 6-month term · context tuning included at onboarding

  • Customer Data Graph Foundation Agent

    Resolves DTC subscriber identity, computes LTV math, and emits the canonical customer-data-graph downstream subscription agents consume.

    Min 6-month term · context tuning included at onboarding

  • Subscription Lifecycle Orchestration Agent

    Predicts churn, scores save-flow propensity at the cancellation surface, and triggers email + SMS interventions 7-21 days ahead.

    Min 6-month term · context tuning included at onboarding

See all five agents →

Book a consultation to hire loyalty agent.

Thirty minutes. We scope your operation — locations, integrations, compliance shape, where the agent runs first — and follow up with a fixed monthly number and a private checkout link. Skill library is still in development; first subscribers shape the backlog.

Book a consultation →Read the architecture cornerstone