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Conversations not surveys
<20 min to deploy your first AI Insight Agent
Real-time insights & recommendations

Surveys are broken.
Conversations aren't.

See why leading product teams are replacing surveys with AI-powered conversations.

The Old Way
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3 words avg. response
Zero follow-up depth
vs
The Pulsepath Way
Deeper customer responses
Instant actionable insights
How It Works

From zero to customer intelligence
in under 20 minutes

No engineering sprint. No month-long rollout. Just plug in and go.

01

Tell us about your brand

Paste your website URL. Pulsepath scans your site and instantly learns your brand voice, products, and industry.

Scanning Website
bloom.co
IndustryFashion / Apparel
Brand VoiceWarm, stylish, and inclusive...
Products12 detected
✓ Auto-detected in seconds
02

Build your AI Insight Agent

Give it a name, choose a personality, and define what you want to learn from your customers.

AI
Luma
Product Feedback Specialist
EnthusiastEmpatheticFashion
“Hey! How did the sizing work out for your new sweater?”
03

Deploy and get insights

Share via email, embed on your site, or send a link. Themes, sentiment, and recommendations surface in real time.

Live Intelligence
1,284Conversations
92%Positive
37Themes
Sizing
Checkout
Returns
Add fit data to product pages — est. 15-20% fewer returns
The Intelligence Layer

Every conversation becomes
a product decision

Pulsepath doesn't just collect feedback. It organizes, analyzes, and prioritizes it — so you always know what to build next.

Pulsepath Intelligence Dashboard
0 Conversations
0% Positive Sentiment
0 Themes Found
0 Action Items

Top Themes

Sizing Confidence
88%
Checkout Speed
72%
Return Process
61%
Product Quality
45%

AI Recommendations

High Impact

Add customer-reported fit data to product pages to reduce sizing uncertainty.

Medium

Simplify the checkout flow — 3 out of 4 complaints cite too many steps.

Quick Win

Add estimated delivery dates to the cart page to reduce post-purchase anxiety.

Integrations

Plugs into the tools
you already use

No context-switching. Insights flow directly into your workflow — so your team can act without leaving the tools they live in.

Email

Trigger automated outreach via SendGrid or Mailgun. Reach customers at the right moment with personalized follow-ups.

Webhooks

Connect any tool in your stack. Trigger insights agent conversations from Stripe events, HubSpot deals — anything.

Scheduled Reports

Weekly or monthly insight digests delivered straight to your inbox. Keep your whole team aligned without a single meeting.

Jira

Turn feedback into tickets with one click. Full conversation context, sentiment, and themes attached automatically.

Slack

Coming Soon

Get real-time alerts in your team channels when new themes emerge, alarms trigger, or high-impact feedback arrives.

Salesforce

Coming Soon

Sync insights directly into your CRM. Enrich contacts with feedback sentiment, themes, and conversation history.

Real-World Scenarios

The insights hiding in plain sight

Every company has blind spots. Here’s how Pulsepath finds them.

The Problem

Your NPS is 87% positive, but enterprise customers are quietly churning. Exit surveys say “budget constraints” and “vendor consolidation”—but that’s not the real reason.

What Pulsepath Catches

A insights agent has ongoing conversations with your enterprise segment and discovers a pattern: 11 customers mention “authentication complexity” in different ways. They got your feature working, but it took 3–5 days of engineering time and created friction with security teams. They’re not complaining because they assume this is normal—but competitors are pitching “native SSO out of the box” and winning deals.

The Outcome

You ship enterprise SSO integration in 3 weeks instead of building 6 months of “advanced features” that would’ve made the problem worse. Enterprise adoption jumps from 34% to 71% in one quarter. You retain $1.8M in at-risk ARR.

Customers who solve a problem themselves don’t complain—they just quietly evaluate alternatives.

The Problem

Your Customer Success team has a playbook: check in quarterly, ensure customers are “healthy,” renew them. But expansion conversations feel awkward—you don’t want to seem pushy. So you wait for customers to ask about upgrades.

Most never do. Your expansion revenue is 12% of total ARR when industry benchmark is 30%.

What Pulsepath Catches

A insights agent has casual conversations with your highest-usage customers (top 20% of activity). Through natural dialogue, it discovers:

  • 15 customers are manually doing work your platform COULD automate: “We export the data and run it through Python scripts”
  • 8 customers hit your plan limits and found workarounds: “We’re on the 5-seat plan but 8 people need access, so we share logins”
  • 12 customers mentioned problems your OTHER product solves: “Do you know a good tool for [exact thing Product B does]?”

None of this shows up in support tickets. Customers solved the problems themselves.

The Outcome

You create three expansion plays: API add-on for the 8 hitting limits ($14.4K ARR), seat expansion for the 15 sharing logins ($42K ARR), and cross-sell Product B for the 12 who don’t know you offer it ($168K ARR).

Total expansion captured in 60 days: $224K ARR (18.7% increase).

Your best customers won’t ask to spend more money. They’ll just quietly solve problems with workarounds, spreadsheets, and other tools—unless you proactively discover what they need.

The Problem

Your free trial conversion rate is 18%. Industry average is 25%. You’ve tried better onboarding emails (no change), in-app tooltips (slight improvement), and live chat (people don’t use it).

Your hypothesis: “The leads aren’t qualified.” But 40% of trials never even complete setup. They sign up, log in once, and disappear.

What Pulsepath Catches

A insights agent reaches out to 50 users who signed up but never completed onboarding: “We noticed you started setting up but didn’t finish. Mind if I ask what happened?”

  • The Integration Wall (23 users): “I got stuck connecting Salesforce—the OAuth flow kept failing”
  • Decision Paralysis (18 users): “There were so many configuration options, I didn’t know where to start”
  • The Forgotten Trial (9 users): “Honestly, I got busy and forgot I signed up”

The Outcome

You fix each blocker: “Concierge Onboarding” for integration issues (+24% conversion lift), “Quick Start” presets for decision paralysis (+31% completion), and gentle nudge sequences for forgotten trials (+18% reactivation).

Trial conversion rate: 18% → 29% in one quarter (+61% relative improvement).

You assumed trial drop-off meant “not interested.” Reality: most wanted to use your product but hit a specific, fixable blocker.

The Problem

You shipped “Advanced Analytics” after 6 months of development and $400K investment. Customers asked for it. Your advisory board said it was critical. Competitors have it.

Adoption after 3 months: 8%. Nobody knows why because nobody asked the 92% who aren’t using it.

What Pulsepath Catches

A insights agent reaches out to 40 customers who haven’t activated it: “We noticed you haven’t tried Advanced Analytics yet. Just curious—what’s holding you back?”

  • “I didn’t know it existed” (18 customers): It’s buried in Settings → Features → Advanced. Release email went to spam.
  • “I don’t understand what it does” (14 customers): Name is vague. No clear use case in the UI.
  • “I need help setting it up” (8 customers): “I clicked it once, saw a blank dashboard, didn’t know what to do.”

The Outcome

You make it visible (main nav, not buried in settings), rename it to “Revenue Forecasting” with a clear subtitle, and offer setup help with auto-populated templates.

Adoption: 8% → 34% in 60 days. 12 customers say it’s now their most-used feature. 3 upgrade to higher plans. The feature you almost killed becomes a differentiator.

Low adoption doesn’t mean customers don’t want the feature. Often they DO want it—they just don’t know it exists, don’t understand it, or don’t know how to start.

The Problem

Your bestselling bomber jacket has 4.8-star reviews on 847 orders. Sales are strong. Returns are only 8%. Everything looks healthy.

But 23% of customers who buy the jacket never purchase again. Your repeat rate for other products is 41%. Something about this jacket is killing lifetime value—but reviews don’t tell you what.

What Pulsepath Catches

A insights agent reaches out to 50 recent buyers. The 4.8-star reviews are hiding two experiences:

  • Group 1 — Love it (65%): “Perfect fit, love the quality.” 52% reorder within 90 days.
  • Group 2 — Kept it but disappointed (35%): “Color is different than the photos.” “Sizing runs small.” “Thinner than expected for $120.” Only 4% reorder.

18 of 50 mentioned color/photo mismatch, 14 mentioned sizing, 9 mentioned fabric weight. None left negative reviews—the jacket isn’t bad enough to return. They just quietly shop elsewhere.

The Outcome

Three simple changes in 2 weeks: updated photos with natural lighting, sizing guidance (“Runs small—size up”), and accurate descriptions (“Lightweight 8oz cotton blend”). Returns drop from 8% to 4%, repeat purchase rate jumps from 23% to 38%, overall store repeat rate increases from 41% to 47%.

High ratings don’t mean high satisfaction. “4 stars + kept it” often means “it’s fine, but I’m not coming back.”

The Problem

Your damage rate is 6% (120 out of 2,000 monthly orders). Those customers get an immediate replacement and $10 store credit. Problem solved, right?

But repeat purchase rate for customers who received damaged items (even if replaced): 12%. For undamaged orders: 43%. Something about receiving a damaged item kills lifetime value—even when you fix it.

What Pulsepath Catches

A insights agent reaches out to 50 customers who received damaged items:

  • The replacement is frustrating: “I had to repackage it and go to UPS—took 30 minutes.” “I waited 6 more days while the event I needed it for passed.”
  • Damage signals quality concerns: “If it arrived broken, I wonder if your packaging is always this bad.” “Made me question the product quality overall.”
  • Invisible damage: 38 additional customers received minor scuffs/dents but didn’t report it. You had NO IDEA.

The Outcome

Better internal protection (+$0.80/order), prepaid return labels with replacements shipped BEFORE returns arrive, and a proactive insights agent asking ALL customers “How did your order arrive?”

Damage rate: 6% → 2.5%. Repeat purchase rate for replaced orders: 12% → 31%. Net impact: +$180K annual revenue from retained customers.

Fixing damaged orders isn’t enough. The experience of receiving something broken creates lasting doubt—even if you replace it perfectly.

The Problem

Your #2 return reason (18% of returns): “Color didn’t match the photo.” You’ve tried professional photography, color swatches, and “colors may vary” disclaimers. Nothing works.

What Pulsepath Catches

A insights agent reaches out to 60 customers who returned items for color mismatch. It’s NOT a photography problem:

  • Screen settings (31 customers): “I shop on my phone and it looked way brighter.” “On my laptop it looked navy, but it’s actually black.”
  • Lighting context missing (19 customers): “The photo was in bright sunlight—I didn’t realize it’s way darker indoors.”
  • Name vs. actual color (10 customers): “Forest Green” is really more olive. “Charcoal” is almost black.

The Outcome

Multi-context photos (bright/natural/dim lighting), screen calibration warnings, and brutally literal color names (“Forest Green” → “Olive Green”).

“Color mismatch” returns: 18% → 7% in 90 days. Saved: $31K/year in return shipping + restocking.

You can’t fix color matching with better photography alone. Show the product in multiple contexts and be brutally literal with color names.

The Problem

You run a monthly subscription box. Month 1 retention: 77%. Month 6 retention: 41%. Your cancellation survey says “too expensive” (34%), “didn’t like the products” (28%), and “other” (38%). So you focus on better curation and lower pricing—but churn stays high.

What Pulsepath Catches

A insights agent reaches out to 50 customers who canceled after 1–2 boxes conversationally: “What would’ve made you stay?”

  • Forgotten renewal (22 customers): “I forgot I had a subscription.” “It was on autopay and I wasn’t using the products fast enough.”
  • Inconsistent value (16 customers): “Box #1 was amazing, Box #2 was meh.” “I kept getting the same types of items.”
  • Lack of control (12 customers): “I wish I could’ve customized what I got.” “I wanted to skip certain months but the process was confusing.”

The Outcome

Pre-renewal reminders with one-click skip (−68% forgotten cancellations), product preference personalization (−41% inconsistency cancellations), and easy flex controls for skip/pause/swap (−55% control cancellations).

Month 1 retention: 77% → 86%. Month 6 retention: 41% → 59%. Annual revenue impact: +$340K from reduced churn.

Cancellation surveys lie. People say “too expensive” because it’s easier than explaining “I forgot about it” or “I wanted more control.”

The Problem

Your cart abandonment rate is 72%. There’s a strange pattern: customers abandon carts at $48–$49 at 2x the rate of carts at $35–$40. They’re $2 away from free shipping—why not just pay the $6.99?

What Pulsepath Catches

A insights agent reaches out to 50 customers who abandoned carts between $45–$49:

  • The Confusion (31 customers): “I added items to get to $50, but shipping still showed $6.99.” “I left to find something cheap to add, then forgot to come back.”
  • Mobile UX (12 customers): “On mobile, the free shipping bar wasn’t visible during checkout.” “The shipping calculator didn’t update in real-time.”
  • Last-minute friction (7 customers): “I was about to check out but had to create an account.” “The checkout had too many steps.”

The Outcome

Dynamic messaging at $45+ (“You’re $X away from free shipping!”), real-time cart updates with a visual progress bar, and streamlined guest checkout with express payment.

Abandonment for $45–$49 carts: 82% → 54%. Overall cart abandonment: 72% → 64%. Revenue impact: +$89K/month.

Cart abandonment isn’t always about price. Often it’s confusion, friction, or forgetting. Small UX fixes have massive ROI.

The Problem

Your product has a 4.2-star average. The distribution is weird: 58% five-star and 9% one-star—lots of love AND hate, very few in between. Both extremes talk about “quality.” Is it inconsistent? Are some units defective?

What Pulsepath Catches

A insights agent reaches out to 30 customers who left 1-star reviews citing “quality issues”:

  • Wrong use case (18 customers): Your premium yoga mat ($89, designed for hot yoga studios) used for outdoor camping, garage workouts, kids’ playroom. “It got dirty and I couldn’t clean it.”
  • Wrong size/variant (8 customers): “Too small for my 6’3” frame”—they bought standard, not XL.
  • Actual defects (4 customers): Legitimate issues. Immediately replaced.

The 1-star reviews aren’t quality issues—they’re use case mismatch.

The Outcome

Clear use-case guidance on product pages (“Best for: hot yoga, studio practice. Not ideal for: outdoor use, concrete floors”), sizing quiz, and cross-links to alternative products for mismatched use cases.

1-star reviews: 9% → 3%. Average review score: 4.2 → 4.6. Return rate: 11% → 6%. Bonus: you launch an Outdoor line—new $180K/year product line.

Negative reviews aren’t always product problems—they’re often customer-product mismatch. Guide people to the right product and everyone’s happier.

The Problem

Influencer campaign: $5K paid, 847 orders, $67K revenue. Looks like 13x ROAS. But 90 days later: 71% returns (vs. 8% average), 4% repeat purchases (vs. 43% average). Net revenue after returns: $19K (3.8x ROAS). The influencer sent traffic, but almost everyone returned or never bought again.

What Pulsepath Catches

A insights agent reaches out to 50 customers who bought via the campaign:

  • Discount expectations (28 customers): “I only bought because of the discount code.” They’re deal-hunters, not brand fans.
  • Wrong expectations (16 customers): “The influencer said it was ‘life-changing’ but it’s just… fine.” “In the video it looked way bigger.” Overpromised, underdelivered.
  • Wrong audience (6 customers): “I thought it was for beginners but it’s pretty advanced.” Influencer’s audience ≠ your target customer.

The Outcome

New influencer playbook: vet content for accuracy before launch, limit deep discounts (offer “free gift” instead), and test with small campaigns first. Re-run with new guidelines: 624 orders, 14% returns (vs. 71%), 38% repeat purchases (vs. 4%). Net ROAS: 9.6x vs. 3.8x.

High order volume ≠ good influencer partnership. If customers return or never buy again, you’re just paying for expensive trial traffic.

The Problem

You run a service business. The pattern: onboard a client ($10K–$50K project), week 1–2 great, week 3–4 slower to respond, week 5+ radio silence. Your ghosting rate: 18%. “Checking in” emails get ignored. Partial work goes unpaid. Time wasted.

What Pulsepath Catches

A insights agent reaches out to 20 clients who went dark mid-project conversationally:

  • Overwhelmed by deliverables (9 clients): “You sent me the draft and asked for feedback, but I didn’t know where to start.” “The deliverable was big and I kept putting off reviewing it.”
  • Lost confidence (6 clients): “The first draft wasn’t what I expected and I didn’t know how to say it.” “I got nervous about the budget.”
  • Internal chaos (5 clients): “Our team is going through a reorg.” “My boss who approved this left the company.”

The Outcome

Micro-feedback loops (small pieces for quick review instead of big deliverables), proactive check-ins at risk points (week 3, after big deliverables), and budget transparency (weekly spend updates).

Ghosting rate: 18% → 6%. Projects completed on time: 64% → 81%. Client NPS: 42 → 67.

Clients don’t ghost because they’re flaky—they ghost because they’re overwhelmed, nervous, or dealing with internal issues.

The Problem

Revenue: $480K/year. Gross margin: −12%. Hours worked: 65/week. The pattern: client asks for “a quick thing,” you say “sure, no problem!” Project scope doubles, budget stays the same, your margin disappears. You know you need to say no, but you don’t want to lose clients.

What Pulsepath Catches

A insights agent asks current clients mid-project: “How’s the project going? Anything you wish we were doing differently?”

  • They respect boundaries (14 clients): “You’re doing great! Actually, I appreciate that you’re focused on what we agreed to.”
  • They didn’t know (7 clients): “Oh, I didn’t realize that was extra—happy to pay for it.” “If it’s out of scope, just let me know.”
  • They prefer focus (4 clients): “I’d rather you finish the original scope well than add more.”

Clients don’t expect free work. They just don’t know what’s in/out of scope unless you tell them.

The Outcome

“Scope Checkpoint” emails at kickoff, “quick thing” pricing ($500 for <2 hours), and monthly retainers for ongoing clients ($3K/month for up to 10 hours).

Gross margin: −12% → +38%. Hours worked: 65/week → 45/week. Client retention: 81% (unchanged—they didn’t leave!). Revenue: $480K → $520K.

Saying no to scope creep doesn’t make clients angry—it makes them respect you. Clients appreciate clear boundaries more than free work.

The Problem

Your NPS is 78. Clients say “best agency we’ve ever worked with.” But your referral rate is 4% (benchmark: 15–20%). Referral programs, direct asks, and hoping for organic referrals—nothing works.

What Pulsepath Catches

A insights agent asks your 10 happiest clients conversationally: “Do you know other companies who might benefit from what we do?”

  • They don’t know who you help (6 clients): “What size company do you usually work with?” “I don’t want to refer someone if they’re not a good fit.”
  • They don’t know what to say (3 clients): “I’d love to refer you, but how do I explain what you do?”
  • They’re protecting their reputation (1 client): “What if you’re too busy and they’re disappointed?”

Your clients WANT to refer you. They just don’t know who, what to say, or how to protect their reputation.

The Outcome

Share an Ideal Client Profile so they know who to refer, provide a simple “referral script” they can copy/paste, and offer a “free 30-min strategy session” for referrals (removes risk for the referrer).

Referral rate: 4% → 23% in 6 months. New clients from referrals: 14 ($280K in new revenue). Cost: $0.

Clients don’t refer because they don’t know how, not because they don’t want to.

The Problem

Your close rate is 35%. You lose 40% of deals with “price is too high.” You’ve tried lowering prices 20% (margin tanked, close rate barely moved), payment plans (slight improvement), and adding more value (didn’t help). Even when you lower prices, some prospects STILL say it’s too expensive.

What Pulsepath Catches

A insights agent reaches out to 30 prospects who said “no” due to price: “If price wasn’t an issue, would you have moved forward?”

  • Lack of trust (14 prospects): “I wasn’t sure you could deliver the results.” “The price felt high because I wasn’t confident in the ROI.”
  • Wrong scope (10 prospects): “I only needed [small thing] but your minimum was [big thing].” “I felt like I was paying for stuff I didn’t need.”
  • Timing (6 prospects): “Budget is locked until Q2.” “Price was fine, but we had other priorities right now.”

When prospects say “too expensive,” they mean: “I don’t trust this will work,” “this is more than I need,” or “not the right time.”

The Outcome

Build trust before talking price (case studies + guarantee), create modular pricing (Starter $8K, Growth $18K, Premium $30K instead of one $30K package), and address timing directly (“Want to lock in this price now and start in Q2?”).

Close rate: 35% → 48%. “Price objection” deals: 40% → 12%. Total revenue: +$240K/year.

“Too expensive” is rarely about price. It’s code for “I don’t trust this,” “this is more than I need,” or “not the right time.”

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