Customer data platform

The agent answers with your customer data already in view

Boom holds people, your own custom objects, and an append-only event log, fed by Shopify, Skio, a read-only connection to your database, and an events API. The agent reads it live, so it replies with the order, the plan, or the balance in front of it. And you segment on those variables up to three relationships deep, without writing a line of SQL.

CDP
MMariana G.PersonSubscriberLTV $840
Subscription
PlanPro
StatusActive
MRR$48
Order
Last order#10482
Items3
Events
subscription.pausedJun 24order.placedJun 11message.receivedJun 02
What it does

A data model that fits how your business actually works

People, your objects, and an event log, one place the agent reads live.

  • 01

    People, objects, and events

    A person record, the objects your business runs on, subscriptions, orders, policies, and an append-only event log that never overwrites history.

  • 02

    Connectors that bring the data in

    Shopify and Skio out of the box, a read-only connection to your Postgres over an encrypted bastion, and a REST events API for everything else.

  • 03

    Segment up to three hops, no SQL

    Build a segment up to three relationships deep, person to objects to related objects, with no SQL.

  • 04

    The agent reads it live

    The data schema is injected into the agent so it replies with the order, plan, or balance already in view, not by asking for things you have on file.

How it connects

Segments feed the workflow builder

When a customer enters a segment, the platform enrolls them into a journey and the workflow builder takes over: sends, delays, branches, the agent navigating the dialog. A change in a record can start a conversation without anyone lifting a finger.

  • Segment entry enrolls a customer into a journey
  • Segments are re-evaluated on a schedule
  • Frequency caps keep a customer from being over-contacted
Segment
Win-back, past due1,284 matches
Personcountry = MX
Subscriptionstatus = past_due
Plantier = pro
Entering this segment enrolls a journeyJourney
How it connects

The same data opens inside the inbox

The record the agent reads is the record a teammate sees. The context panel resolves a conversation to the right person, shows their objects and deep links, right next to the messages. AI and human, same context. A customer is never asked for something the platform already holds.

Context
Assigned to AI
My plan renewed but I paused it?
I see it here. Your Pro plan is past due since Jun 24, want me to fix the payment?
MMariana G.Person
PlanPro
StatusPast due
Related records
SubscriptionPro · past dueOrder#10482 · $96
From a variable to a conversation

How a segment turns into outreach

  1. 1

    Connect the source

    Point Boom at Shopify, Skio, your read-only database, or the events API. People, objects, and events start flowing in on a schedule.

  2. 2

    Build the segment

    Pick the variables that matter, up to three relationships deep, and Boom evaluates the segment on a cron. No SQL, no analyst in the loop.

  3. 3

    Entry enrolls a journey

    When a customer enters the segment, they are enrolled into a journey in the workflow builder, which decides what happens next.

  4. 4

    The agent carries the context

    When the conversation starts, the agent already has the person, the objects, and the events in view, and answers from them.

A warehouse stores your data. A CDP for conversations puts it to work.

Where the Boom data platform differs from a warehouse query or a marketing CDP.

SQL on a warehouseA marketing CDPBoom data platform
Who builds a segmentAn analyst writes SQLA marketer in a UIAn operator, up to three hops, no SQL
What a segment doesReturns rowsTriggers an email blastEnrolls the customer into a journey
Does the agent read itNoNoYes, schema injected, read live
Connects to your databaseIt is the databaseUsually one-way syncRead-only over an encrypted bastion

Questions about the data platform

See the data platform on your own customers

Book a 15-minute walkthrough and we will connect a source and build a segment that triggers a real conversation.