Run SocialHub from Slack
SoTag is an AI marketing and member-operations colleague that lives in your Slack — the same governed agent as SoCode, in the channel where your team already coordinates. Ask for a metric or run an approved operation, and the answer — with its audit trail — lands right next to the decision.
Early access — joining a pilot Slack workspace, not a self-serve install.
Priya @SoTag redemption rate this week vs last▋
SoTag APP
Redemption rate · this week vs prior
from the semantic layer · audited · illustrative
What is SoTag?
SoTag is the Sofamily's second surface, alongside SoCode. Where SoCode brings the governed agent into Claude Code and Cursor, SoTag brings the very same agent into Slack — the channel where your marketing and member-operations teams already talk. Same governed MCP layer, same certified semantic layer, same scopes and audit trail.
In your Slack channels
@mention it or use /so in any channel. The answer, and its audit trail, land right next to the decision — no new dashboard, no context switch.
The same governed MCP layer
Numbers come from the certified semantic layer; operations run through the governed, audited write path. SoTag is not a chatbot bolted onto a dashboard — it's the platform itself, callable from Slack.
Early access. SoTag is real and running in pilot Slack workspaces today — it is not generally available, and money-moving actions are rolling out gradually behind human approval. The way in is a pilot, not a self-serve install.
A colleague that watches, answers, and acts
SoTag does more than answer when asked. It watches your headline metrics, speaks up when something moves, and — with your approval — can act on what it finds. Each capability below is real today in pilot.
Ask in plain language, get governed numbers
@mention SoTag or use /so. Answers come from the certified semantic layer — GMV, active members, redemption rate, repeat-purchase rate, orders — as multi-metric scorecards with time windows, store / channel / tier breakdowns, and period-over-period change. It never invents a figure; if there's no data, it tells you.
★ Proactive insights — the north star
A daily scan watches your headline metrics and proactively flags a meaningful move — say, redemptions down more than 20% versus the prior period — right in the channel. It stays silent when nothing's wrong: dedup plus a per-channel daily cap mean it never spams. Run /so scan to check on demand.
Weekly business digest
Every Monday SoTag posts a full scorecard with week-over-week deltas, so the team starts the week on the same numbers. Need it sooner? /so report, anytime.
Channel memory
Tell it once — /so remember “always exclude the warehouse store” — and SoTag honors that standing instruction in every future answer for the channel.
★ From insight to action — with a human in the loop
When SoTag spots a problem it proposes a concrete, adopt-able play — for example, a win-back coupon to the at-risk segment. You can also act directly: just ask it in the channel to send a coupon to a specific member or segment — a natural fit for service recovery, when a customer complaint surfaces in Slack and you want to send a make-good coupon on the spot. Either way, a confirmation card shows exactly who it reaches and the economics; a person confirms; SoTag issues the coupons through the governed write path — idempotent, compliance- and budget-checked, fully audited — and follows up with the redemption and GMV effect. Detect → recommend → approve → send → measure: the loop, closed.
★ Works alongside other AI agents — like Claude
SoTag shares the Slack thread with your whole team — people and other AI agents alike. It reads what's already been said, so it can build on a colleague's question or pick up where another agent left off. And when something is outside its lane — turning its numbers into a polished HTML dashboard, say, or writing code — it hands off to Claude right in the thread, passing along the governed figures it pulled. Your retention data becomes a shared, trustworthy input the whole team works from, instead of a number trapped in one more tool.
Governed and safe by construction
The same MCP server and tenant-scoped keys as SocialHub's developer platform: per-tool authorization, a write-scope guard (value cap + rate limit, fail-closed), a kill-switch, human approval on every money-moving action, and a per-call audit trail.
The loop, closed — with a human in it
The point isn't a faster dashboard — it's that the agent can carry an insight all the way to a measured result, pausing for a person at the one step that moves money.
The daily scan flags a meaningful move in a headline metric.
SoTag proposes a concrete, adopt-able play in the thread.
A confirmation card shows who it reaches and the economics; a person confirms.
It issues through the governed write path — idempotent, compliance- and budget-checked.
Days later it returns with the redemption and GMV effect.
SoTag prepares and measures; a person approves the send. It proposes plays — it does not blast.
Just type in the channel
@mention SoTag or use /so. A few of the things teams ask in pilot:
Ask anything
- @SoTag GMV last week by store, top 3
- @SoTag redemption rate this month vs last
- /so active members by tier
Stay ahead
- /so scan — check headline metrics now
- /so report — full scorecard on demand
- Daily flags arrive on their own
Act & shape
- @SoTag send a $10 coupon to alice@example.com
- Adopt a proposed win-back play
- Confirm before anything is sent
- /so remember “exclude the warehouse store”
It won't make up a number.Every figure comes from SocialHub's governed semantic layer. If there's no data for what you asked, SoTag tells you — it never guesses to be helpful.
Governed the same way as the rest of the platform
SoTag uses the same MCP server and tenant-scoped keys as SocialHub's developer platform — autonomy you can actually govern.
Tenant-scoped keys
Every key is scoped to your team only; SoTag can never reach another tenant's data.
Per-tool authorization
Each tool is authorized individually — read and write scopes are granted, not assumed.
Write-scope guard
Money-moving writes pass a server-side guard (value cap + rate limit) and fail closed if anything is off.
Human approval + kill-switch
A person confirms every money-moving action, and a kill-switch can stop the agent at any time.
Every call is recorded in a per-call audit trail. Tenant isolation · least privilege · full auditability.
Questions, answered
What is SoTag?
SoTag is an AI marketing and member-operations colleague that lives in your Slack. It runs on the same governed MCP and certified semantic layer as SocialHub and Flash, so you can ask for a metric or run an approved operation without leaving the channel where your team already coordinates.
Is SoTag available today?
SoTag is in early access — it is real and running in pilot Slack workspaces today, not a concept. Money-moving actions run behind human approval and are rolling out gradually. To join a pilot, book a demo or talk to us.
Can SoTag send coupons on its own?
No. SoTag can detect a problem and propose a play, but a person must confirm before anything is sent. The confirmation card shows exactly who the action reaches and its economics, and the send runs through a governed, audited write path with a value cap and rate limit.
Can SoTag help with customer complaints?
Yes — it's a natural fit for service recovery. When a complaint surfaces in Slack, a team member can ask SoTag to send a make-good coupon to that customer right in the thread — for example, "send a $10 apology coupon to alice@example.com". SoTag resolves the member, shows a confirmation card with the audience and economics, and on a person's approval the coupon lands in the customer's wallet through the governed, audited write path. A complaint becomes a retained customer without leaving the channel or filing a ticket.
Can SoTag work with other AI agents like Claude?
Yes. SoTag lives in the same Slack thread as the rest of your team — including other AI agents. It reads the thread, so it can build on what a colleague or another agent already said, and it can hand off work that's outside its lane: for example, have SoTag pull the governed numbers and then ask Claude, in the same thread, to turn them into an HTML dashboard. The grounded data SoTag provides becomes a shared input other agents build on, rather than a figure locked inside a single tool.
How is SoTag governed?
SoTag uses the same MCP server and tenant-scoped keys as SocialHub's developer platform: per-tool authorization, a write-scope guard that fails closed, a kill-switch, human approval on every money-moving action, and a per-call audit trail. Metric numbers come from the certified semantic layer — the agent never invents figures.
What can I ask SoTag?
Governed numbers like GMV, active members, redemption rate, repeat-purchase rate and orders — as multi-metric scorecards with time windows and store, channel or tier breakdowns. You can also run /so scan for an on-demand check, /so report for a full scorecard, and /so remember to set standing instructions for the channel.