Perch Insights
AI agents to analyze every step of your customer journey

Mission Control for Your
Customer Journey

Perch monitors your entire revenue and CX operation 24x7, surfaces what matters before you think to ask, and answers any question in seconds.

app.perchinsights.com / mission-control
Perch Insights — Producer Performance analysis
Trusted by revenue and CX leaders at
Publicly Traded
Fintech Leader
Global Top-5
P&C Insurer
Public B2B
Telco Services
Top-2 U.S.
Telecom Carrier
Multi-Million Sub
Telecom Operator
See Perch in action

Two minutes inside Mission Control.

Watch a real customer-journey decision flow through Perch, from anomaly to root cause to action.

The Current State of Affairs
Tangled web of disconnected data sources, dashboards, and analyst workstations

Messy Data. Missed Opportunities.

Most organizations run their customer journey across ten or more disconnected systems. Every report request spawns a one-off pipeline. No two analysts build it the same way, and no one can maintain what someone else built. When a source system changes, the pipeline breaks and the data goes stale.

The deeper problem is trust. The same metric calculated in three places produces three different answers. Every meeting starts with a data debate before anyone gets to the actual decision. Leaders stop relying on the numbers because the numbers have let them down before.

The result is a business that is always one analyst departure away from flying blind. The knowledge lives in people, not the platform. When they leave, everything they learned about the business leaves with them.

Perch was built for exactly this problem.

The Difference

Same data. Different results.

Before

Without Mission Control

  • KPIs shift before anyone knows why.
  • Analysts reconciling eight systems.
  • Decisions made on last week’s data.
  • Insights arrive after the moment passes.
After

With Perch

  • Every shift surfaced before you ask.
  • One governed source of truth.
  • Decisions backed by real-time evidence.
  • Root cause in seconds, not days.
Superpower One

Always Analyzing.

Perch is always running in the background. Every minute, every metric, every cohort. The platform watches the operation continuously so your team does not have to.

When something moves, Perch traces it back through every contributing input. Routing changes, agent cohorts, campaigns, SKUs, time of day. The cause arrives with the alert.

You walk into the standup with the answer already on the table. The conversation moves to action.

!Auto-surfaced analysis
Live
Lead Vendor Quality — 4x conversion gap analysis
Ask Perch
Answered in 1.4s
JMWhere is the biggest leak in our dialing funnel, and what should we fix this week?
P
Two leaks. Attempt sequencing in days 1-2, and speed-to-lead drift in the 15-60 minute bucket.
Contact Rate by Attempt and Speed-to-Lead analysis
4 sources cited · drill-down ready
Show evidenceEnforce 15-min SLA
Superpower Two

Always There to Answer.

Ask any question, in plain language, and get the answer in seconds. Not a chart. The answer.

Perch reasons over your full operation. It cites the evidence, ranks the contributing causes, and shows you exactly where the numbers came from.

No SQL. No ticket to BI. No waiting until next Tuesday.

Results

The numbers make the argument.

Education
+23%
conversion
Rebuilt the enrollment funnel after Perch isolated two transfer steps responsible for 41% of drop-off.
Fintech
+20% / +25%
conversions / cross-sales
Routed high-affinity applicants to specialist agents. Cross-sales lifted before headcount changed.
Wireless Carrier
+5pt / +12
retention / NPS
Fixed the three onboarding moments that predicted churn at day 90.
Home Services
+127%
appointments
Caught a "Spam Likely" DID killing contact rates and doubled booked appointments in 30 days.
Telecom
+25%
upsell rate
Surfaced ready-to-upgrade accounts before the agent picked up the phone.
E-Commerce
+15-20%
enrollment
Caught a nine-week unmonitored pricing experiment and pointed at the winning variant.
The Platform

The full stack behind every AI Agent.
Your data, your business, your journey wired in.

Six purpose-built layers: a unified data model, a semantic layer, a continuously-updating context manager, the Guide AI, a dedicated services pod, and an open API. Together they make every Perch Agent domain-specific, business-specific, and customer-journey-specific from day one.

CRM · SalesforceDialer · Five9Marketing · GA4Billing · StripeUNIFIED MODELOne customer.One number. Same answer.
Knowledge layer
Data Model · Single Source of Truth

CRM, dialer, marketing, and billing data unified into one customer model. One number, one answer, no more reconciliation meetings.

RAW · WAREHOUSEorders.gross_amtcust.first_pmt_dtcalls.dur_secstickets.resolvedYOUR BUSINESSRevenueTime-to-activationHandle timeFirst-call resolution
Knowledge layer
Semantic Layer

Cryptic warehouse columns become business language. Revenue, handle time, time-to-activation. Every team works from the same definitions.

CONTEXT MANAGEROrg chart · 412 repsGoals & KPIsPlaybooks · 18Definitions · ARRSegments & cohortsUpdated 2m ago
Knowledge layer
Company Context Manager

Your org chart, KPIs, playbooks, and metric definitions feed the AI — and continuously update as your business changes. The agent stays customized to you.

24×7 · UPSELLAnomaly · −18% upsellTHE GUIDETier-2 agents missed retention script3 cited calls · since Tue · revert routing
Intelligence layer
The Guide — root-cause AI, always on

Monitors your operation 24×7, surfaces anomalies before you ask, and answers any question in plain language with cited evidence and the why behind it.

YOUR PERCH PODAnalystSQL · root-causeCX StrategistQBRs · roadmapYOUR TEAMDecisions, not tickets
Services layer
Dedicated Perch pod

Analysts and CX strategists embedded with your team. Custom analyses on demand. QBRs that actually move metrics.

POST/v1/insights/ask{"question": "Why did churn spike?","window": "last_30d"}
Integration layer
API & embed

Push insights into Slack, your CRM, or your own product. Public REST API for anything we have not built yet.

Your competitors are making decisions better and faster than you are.

Perch closes that gap in 30 days.