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Set expectations, build anticipation, prepare the customer for day one.
data: delivery_prefGuide the first experience. Capture setup habits and initial usage signals.
data: setup_method · first_useDeepen product knowledge with timely tips tied to real ownership moments.
data: usage_freq · goal_typeSurface the right adjacent product based on what you now know about the customer.
data: repurchase_intent · segmentTell Polly about your product. The AI maps out a full conversation journey tailored to how customers use your products.
Your AI Advisor proactively reaches out at the right moments - educating customers and asking the questions that surface real zero-party data.
Every signal - usage habits, preferences, intent - is automatically passed to your CRM. Better acquisition targeting. Sharper retention campaigns.
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You upload your existing materials to Polly's Vault: product manuals, brand guidelines, FAQs, support documentation, care instructions, and marketing content. Our team helps structure this knowledge base during onboarding, and Polly learns to apply it contextually in conversations. You maintain complete control over what Polly can say and share, with the ability to update Polly's Vault anytime as your products or policies change.
Polly's Vault stores everything Polly needs to be your product expert:
Initial vault setup typically takes 1-2 hours of your time (gathering and uploading). BluStream handles the structuring and optimization.
Polly uses your approved Polly Path—a strategic conversation roadmap based on your product category, customer behavior, and business goals. She initiates conversations at critical moments while continuously adapting based on how customers respond. If a customer engages early, Polly adjusts. If someone shows signs of disengagement, Polly intervenes proactively.
Polly is always available for customer-initiated questions. Customers can reach out anytime via their preferred channel (SMS, WhatsApp, email, WebChat), and Polly responds with personalized, context-aware answers drawn from Polly's Vault. She handles both proactive outreach (scheduled journey messages) and reactive support (customer questions) seamlessly.
Polly is trained to recognize when a question is outside her knowledge base. In those cases, she'll acknowledge the question, let the customer know she's escalating to your team, and route it to the appropriate human support channel. You see these escalations in the BluStream PX Portal, which also helps you identify knowledge gaps to add to Polly's Vault for future conversations.
Polly personalizes based on multiple data streams: purchase history (which products they own), behavioral signals (how they've responded to previous messages), usage patterns (are they using the product or at-risk of abandoning), customer preferences (channel choice, response timing), and journey stage (new customer vs. renewal cycle). Two customers who bought the same product can have completely different conversations based on their individual needs and behavior.
Yes. The BluStream PX Portal gives you full visibility into Polly's conversations. You can view individual customer conversation histories, see real-time message performance, review what questions customers are asking most frequently, and track sentiment across all interactions. You approve the Polly Path before launch, and you can update messaging anytime.