Agentic marketing platform

Marketing that responds
while it still matters.

The signals are already in your business, scattered across teams and systems. Serum brings them together into one coordinated, governed decision.

Built to help enterprises discover opportunities worth pursuing, make better commercial decisions, strengthen customer relationships, and act while it counts — with people in control of every consequential step.

What is Serum?

A human-governed agentic operating system for marketing decisions.

What do clients get?

Specialist packs across promotions, loyalty, media, content, audience, brand, commerce and measurement.

Why is it different?

Those packs compose. Each owns its own domain, and they assemble into one accountable decision across the boundaries between them.

What can you explore?

The fourteen-pack portfolio, a worked decision with its real numbers, and the governed loop behind it.

SERUM· Northstar Home & Living
LIVE-MODEL REASONING · SEEDED DATA
ATTENTION REQUIRED

Paid-social conversion rate 6% below target

Detected 2 days ago · HIGH severity · Marketing Intelligence

Signal
Diagnose
Recommend
Approve
Execute
Measure
Learn
RECOMMENDATION V2GENERATED BY LIVE-MODEL REASONINGPREFERRED

Shift budget toward inventory-available markets, refresh the creative driving the conversion decline, and simplify the mobile landing page.

METRICOBSERVEDTARGETTREND
Paid-Social CVR3.0%3.2%↓ Declining
Mobile Abandonment37.1%34.0%↑ Worsening
Inventory Cover28 days60 days↓ Low
Version-bound approval
Separation of duties
Append-only audit
Signal → Diagnosis → Recommendation · Designed to compress the distance between knowing and doing · Awaiting approval
Where Serum creates value

Where could better marketing
decisions create value?

Explore the business questions Serum's specialist packs are designed to address — from improving incentives and media investment to getting usable content into market and helping customers complete the next step. Each pack brings a distinct perspective; a client decision can draw on several.

The portfolio

Fourteen specialist domains. Each owns a distinct business question, and a single client decision can draw on several of them at once.

Point at a pack, or select one, to see the situation it is built for and the decision it is designed to put in front of a business owner.

Available

Built and running. Carries a registered identifier in the product, and appears in demonstrations and scenarios.

Planned

A described decision and the research behind it. Not built, not configurable, and not demonstrated anywhere in this product.

Showing all 14 packs

Every real deployment is configured. A pack supplies reusable agents, decision logic, workflows and measurement patterns. A deployment adds the client or agency partner's objectives, data, policies, people and systems.

How this becomes a solution

Specialist intelligence,
configured around your business.

Serum brings a governed foundation, reusable marketing expertise and your operating context together. The foundation manages the decision. Solution packs contribute specialist reasoning. Client configuration connects that reasoning to the objectives, evidence, responsibilities and systems involved in a real use case.

Client configuration

Improve incremental reactivation among dormant members while preserving the promised offer.

With the metric definitions, policies, commitments, approval rights and observation windows that apply to it.

PromotionsLead

Leads: the incentive’s mechanics and its economics.

Loyalty

Member state, and what the programme benefit means.

Audience & Customer Intelligence

Who is eligible, and whether the groups compare.

Measurement & Experimentation

What the evidence supports — including what it does not.

One accountable decision

Whether to continue, change, constrain or stop a temporary incentive inside its remaining commitments.

Governed foundation

Evidence · versioned recommendations · challenge and refinement · version-bound approval · action records · observation and learning

WorkingMulti-pack composition (demonstrated)

Four specialist packs compose one governed decision: Promotions leads, with Loyalty, Audience and Measurement contributing under a shared decision contract. A human challenge re-reasons the case into a new version. This runs today on seeded evidence.

PlannedMulti-pack production runtime

Composition as the ordinary way a client organization operates, rather than as a demonstrated case. Platform organizations run with one configured pack today; making composition the general runtime is structural work that has not been done.

Where your existing systems sit

Serum helps a team reason about and govern decisions across the operating environment it already has. Marketing, content, CRM, commerce and analytics systems remain the systems of evidence and of action.

Those connections are requirements, not existing integrations. Outbound execution to a live system is planned; today an authorized action produces a labelled in-process record and contacts nothing.

How Serum operates

A continuous governed loop —
not a one-time linear workflow.

Learning informs later signals, diagnoses, and recommendations. Evidence runs through the entire loop. Different agents contribute at different stages. Human involvement changes according to authority, risk, and the deployment model.

CONTINUOUSGOVERNEDLOOPSignalDiagnoseRecommendApproveExecuteMeasureLearn
1 / 7

Nothing crosses into Execute without an approval. The stages before it assemble and compare; the authorization is what releases the ones after it.

1

Signal

WorkingSeeded evidence

Notice a meaningful change against the objective.

Detection runs against configured definitions over seeded evidence.

Agent work

Monitoring observes configured metrics and data sources and detects deviations from targets or baselines that meet configured severity thresholds.

Human contribution

Defines what matters — signal definitions, thresholds and severity rules — and validates the context behind a detection.

Inputs

Metric observations, target configurations, baseline values, and the population and period the objective is stated over.

Output

A signal record: its population, period, severity, detected time, pack and status.

Client value

A change is noticed while there is still time to respond to it, rather than in the next reporting cycle.

Evidence used

Metric observations, target configurations, baseline values

Effect on next stage: The signal triggers evidence assembly and diagnosis.

Evidence across domains

The right answer depends
on more than one view.

A strong result in one domain can hide a problem in another. Serum's specialist packs bring those perspectives into the same decision, with clear ownership of the evidence and of what it means.

No pack votes, scores or overrules another. A domain states what it owns, and that statement can constrain the whole recommendation — including by refusing a reading the arithmetic invites.

Promotions and Loyalty

Offer uptake can rise while the members it was meant to reactivate stay inactive.

Promotions and Loyalty

Promotions evaluates the incentive mechanics and their economics. Loyalty defines member state and what a programme benefit means. Neither recalculates the other’s figure.

The decision weighs incremental reactivation and retained contribution together, while preserving the commitments already made to members.

Audience and Measurement

A campaign can reach exactly the intended people while the comparison still fails to establish that it had an effect.

Audience and Measurement

Audience defines and compiles the eligible population. Measurement owns assignment, comparison and what may be inferred from them.

The claim that survives is the one the evidence actually supports — including, when the design does not support it, no causal claim at all.

Media and Portfolio

Improving a channel and changing the wider marketing investment plan are different choices, made by different people.

Media and Portfolio

Media evaluates changes within its delegated media scope. Portfolio frames allocation across domains, for the leaders authorized to move it.

Budgets and decision rights stay explicit, so a within-channel improvement is never presented as a cross-domain reallocation.

Media Performance & Investment — Planned · Marketing Portfolio & Investment — Planned. The boundary is a product rule; both sides are not built today.

Content and Campaign

An asset can be finished while the launch is still blocked — or one late asset can hold up a plan that did not need it.

Content and Campaign

Content owns whether an asset is usable and released. Campaign coordinates the launch dependencies and the disposition of the plan.

The team chooses repair, phasing or delay against the opportunity window, rather than treating every incomplete asset as the same problem.

Content Operations & Supply Chain — Available · Campaign & Launch Operations — Planned. The boundary is a product rule; both sides are not built today.

“A useful recommendation must account for what the organization can deliver — production capacity, lead times, cost, approvals, and existing commitments.”

That is what configuring Serum consists of: the evidence, the commercial commitments, the operational constraints and the decision owners become inputs. It describes what the platform needs — not connections that are already in place.

How this compares
Intent

A candidate advantage, to be tested in a pilot. What Serum is built to help with. No client outcome has been measured, so none is claimed.

Established platforms already do orchestration, agents and review, and they do them well within their own domains. Serum's claim is narrower and testable: that governing the intersection — which pack owns which meaning, who may decide, on what evidence, bound to which version — is what makes a cross-domain action dependable enough to authorize. That is a candidate advantage, and a bounded pilot is how it gets tested rather than asserted.

Client and agency operating models

Built for your team,
your agency, or both.

The same decision framework can support different operating relationships. None of the three is the recommended one. What changes between them is who prepares the work, who controls the evidence and systems, and who holds the authority to act.

AgencyClient
Prepares
Yes
—
Authorizes
Yes
—
Holds data
Yes
—
Both roles sit inside the agency — held by different people, never the same one.

The agency uses Serum to standardize decision quality, respond to signals faster and encode its expertise in repeatable workflows. The client receives conventional outputs, or selected visibility into them.

Runs today as a single governed organization, with preparation and authorization held by different people.

Operator

Agency team, within its governed scope

Expertise

Agency

Data control

Agency, within contracted authority

Authorization

A separate authorized agency role

Client value
Higher-quality, faster agency outputs
Evidence-backed recommendations
Consistent decision quality across accounts
Agency value
Standardized decision quality
Less analysis and coordination effort
Expertise encoded in repeatable workflows
Demonstrated intervention value
Improved team economics and scalability
Emphasis
Agent-assisted analysisWorkflow standardizationTeam productivityExpertise encoding

Data access and ownership are contractual and configuration choices. Operating the software transfers ownership of nothing. Teams adopting any of the three need agreed metric meanings, explicit decision rights, accessible evidence and a defined action workflow — an agency can encode and apply expertise, and a client can retain or delegate control within agreed boundaries.

A worked example

A promotion beat its redemption plan
and still missed what it was funded for.

Illustrative scenario · modeled projection · informed by researched cases

Member Week was funded to bring dormant members back. At the checkpoint, redemption was comfortably ahead of plan — and dormant-member reactivation was nowhere near its target. Continuing unchanged would have finished over the approved envelope.

The cheapest way out was closed. An overlapping app offer was contractually locked — it could not be withdrawn, and its advertised member value had to be preserved. An earlier alternative that suppressed it was invalidated and kept in the challenge history as infeasible, not as the option that won.

What survived was a revised plan that keeps the commitment: restrict discretionary stacking, move broad incentive into the dormant-member reserve, and finish inside the envelope.

Where the money lands
Approved envelope$200,000

What the promotion was funded to spend.

Continuing unchanged$224,000

Over the envelope, with the objective still missed.

The revised decision$194,000

Inside the envelope, and the locked commitment kept.

$30,000 less than continuing — a modeled difference between two projections, not money anyone earned. The vertical line is the approved envelope.

Explore the Member Week case

The specialists behind this decision

Four of Serum's packs contributed to Member Week — the ones whose domains this decision crossed. Each owns its own meanings and states its own limits. None of them votes, none is scored against another, and none can overrule another's definitions.

One decision

Assembled, attributed, and authorized by one person

Promotionslead

Which incentive fits the objective, the funding and the constraints?

Evaluated the temporary incentive and its economics — redemption against plan, envelope consumption, and what the remaining investment would buy.

A different decision draws on different packs. The full portfolio is below.

In this scenario, a marketing leader can
  • See whether the campaign is meeting the objective it was funded for, while there is still budget left to direct.
  • Compare the feasible changes on their economics, with the infeasible one visible and marked as such.
  • Keep a commercial commitment that cannot be broken, rather than discovering it after the fact.
  • Take Finance one specific, authorized decision — with its alternatives and its named gaps attached.

The 60- and 90-day retained-value outcome stays a named pending result throughout. It is not filled in from a benchmark.

What this looks like in practice

See how the decision changes.

Representative marketing situations in which evidence, commercial constraints and human judgment shape the next action. Each one shows the specialist contributions, the alternatives and what the team would measure — and says plainly what you can open today.

  • The tension
    Redemption is running ahead of plan while reactivation sits at a third of the objective the spend was funded to move, and the envelope is on track to be exceeded.
    Who contributes
    Promotions · leadsLoyaltyAudience & Customer IntelligenceMeasurement & Experimentation
    What the team measures
    • Reactivation against the funded objective
    • Projected close against the approved envelope
    • Retained programme value, once its window closes
    Open the demonstration

    Sign-in required. The hardened sign-in, carrying the case portfolio as its destination. Checked 2026-10-23 (responded 401).

Working tenants

Two real organizations running on the platform today. A reviewer with credentials signs in through the shared hardened sign-in; there is no public preview of either.

  • Northstar Home & Living — A marketing-engine tenant. Reached through the shared hardened sign-in; there is no separate public preview route. Checked 2026-10-23 (responded 401).
  • Brightmark Retail Group — A content-operations tenant, on the same sign-in. Not the concept prototype — presenting it as one would misdescribe a working deployment. Checked 2026-10-23 (responded 401).
Capability inventory

What you can use now —
and how Serum becomes operational.

Serum distinguishes clearly between working capabilities, live-model generation from seeded data, active development, and partner-dependent functionality. No capability is misrepresented.

How to read these statuses — and how they were verifiedFilters · provenance · audit

Live-model reasoning · Seeded prototype data: The underlying prototype data and evidence records are seeded. Diagnoses and recommendations are generated by live-model reasoning from that data — not retrieved from a bank of pre-authored outputs — with a deterministic fallback when a live call cannot complete. Each run records which mode produced it, so this is a description of the pipeline, not a claim about any particular run. Production data connectors are not yet active. Downstream execution and observed outcomes are simulated where identified.

Independently auditedWhat that does and does not mean

Independently adversarially audited and remediated. An independent audit exercised this invariant, every finding against it was fixed, each fix carries a test that fails without it, and the result is deployed. The date and build shown are when that test landed. This is not a certification and not a compliance attestation.

Capabilities carrying the Audited tag are the ones the record below earns. The tag is derived from that record by arithmetic, not set on a row — a control that loses its artifact loses the tag without anyone having to remember to remove it.

  • R1 — One open approval request per recommendation version, and one decision per request. The terminal-version guarantee is service-enforced; it is not a database "one terminal decision" invariant.backend/tests/test_submission_version_race.py · guard landed 2026-08-26 · d06c6c7
  • R2 — A row lock plus a partial unique index prevent two simultaneously-open, independently-decidable review requests for one asset version. Rejected content versions are terminal.backend/tests/test_content_review_submission_race.py · guard landed 2026-08-27 · 951e9ed
  • R4 — Database TLS is verified by default (verify-full, CERT_REQUIRED, hostname checked) and fails closed without a CA. This is verified at the code level; the presence of the CA in a given deployment remains an operational check.backend/tests/test_database_tls.py · guard landed 2026-08-26 · ffc8dd3
  • R5 — resolve_client_ip is the sole authority over the client address, and both start paths disable Uvicorn's proxy middleware.backend/tests/test_client_ip_and_login_timing.py · guard landed 2026-08-23 · 1e89ecc
  • R6 — Organization enumeration is behind platform-operator authority and fails closed.backend/tests/test_platform_operator_authority.py · guard landed 2026-08-22 · ea0be8d
  • R7 — The refinement output cap is raised above the value that truncated valid responses, a live-call failure is logged rather than swallowed, and the deterministic fallback message states the real cause.backend/tests/test_refinement_output_cap.py · guard landed 2026-08-26 · d9467f3
  • R8 — Bake-off failure legibility, including a failed second ("after") sensitivity call and stale-cache invalidation at eval-set v2.backend/tests/test_bakeoff_failure_legibility.py · guard landed 2026-08-27 · c82ad4b

This is not a certification and not a compliance attestation, and it does not cover every capability on this page.

R3 — Evidence semantic support. Evidence grounding defaults conservatively to inference; deterministic support-checking is being hardened. Not independently verified, and deliberately untagged.

Audited

Independently adversarially audited and remediated. An independent audit exercised this invariant, every finding against it was fixed, each fix carries a test that fails without it, and the result is deployed. The date and build shown are when that test landed. This is not a certification and not a compliance attestation.

Recently shipped

Shipped within the last six weeks. The badge is computed from the ship date and disappears on its own as the work stops being recent — it is not a permanent label.

Governance

Recommendation versioning

Every edit creates a new immutable version, and approval is bound to one specific version.

WorkingAudited

Version-bound approval workflow

Submit, approve and reject are bound to one recommendation version. A superseded or already-decided request is refused, and two approvers deciding at once cannot both write.

WorkingAudited

Separation of duties

Wrong-role and self-approval paths are denied server-side, audited, and shown as governance proofs.

WorkingAudited

Audit trail with mutation guards

Every governed-loop transition writes an audit event, protected by database-level guards: updates are refused outright and deletion is narrowed to a whole-organization reset that cannot remove a subset of history. This is not an independently tamper-evident ledger — in a single-role deployment the application role retains the ability to clear an organization’s trail, because the in-app reset requires it. Reset is disabled in this shared deployment.

Working

Decision records

Every recommendation, approval and execution is a structured, versioned, auditable record.

Working

Governed workflow coordination

A decision is shown as a sequence of governed steps with the role accountable for each. A step a pack has not configured reads "Not configured" rather than being invented.

Working

Independent audit remediation

An independent adversarial audit was completed and its findings remediated. Each fix is a separate change carrying a test that fails without it, and the remediated build is the one deployed.

Working
Intelligence

Live-model reasoning

Reasoning runs live by default and falls back to the deterministic engine when a live call cannot complete. Each run records which mode produced it, so no surface has to guess.

WorkingLive-model reasoning

Diagnosis generation

Diagnoses are generated by the live model operating on seeded prototype data. The evidence-to-conclusion structure is genuine; the inputs are seeded.

WorkingSeeded evidence

Needs: Production data connectors

Recommendation generation

Recommendations are generated by the live model on seeded prototype data. Recommendation structure, versioning and governance are real.

WorkingSeeded evidence

Needs: Production data connectors

Challenge & Refine

A person corrects a specific finding, assumption or piece of evidence and the system re-reasons live from that correction into a new governed version. The correction is recorded first and changes nothing on its own; the version it produces goes through the same approval reset and audit path as any other change.

WorkingLive-model reasoningAudited

Signal-to-Action decision workspace

One screen from signal through evidence, diagnosis and recommendation to the approval decision — with the alternatives considered, why each was not preferred, and the ability to elevate one into a new version.

WorkingSeeded evidence

Signal detection and monitoring

Signal structure and evidence assembly are real. The underlying data is seeded.

WorkingSeeded evidence

Needs: Production data connectors

Evidence and provenance labelling

Contributing factors carry evidence ids, basis (evidence vs inference), weight and capability labels. Basis defaults conservatively to inference, and a factor is only ever downgraded, never upgraded — each downgrade is recorded. The deterministic support-checking that decides when a claim may stand as evidence is being hardened, and is deliberately not tagged as independently audited.

Working

Measurement plans

Measurement windows, primary metrics and attribution limitations are defined per recommendation before anything is executed.

Working

Learning record validation

The human validate/reject action, its audit trail and its effect on the record’s status are real. The proposed learning text itself is deterministic, not generated.

WorkingDeterministic

Conversational assistant

Answers from the organization’s own seeded records with a citation per answer, and declines off-script questions honestly. No live language model is called.

WorkingDeterministic

Measurement (simulated)

Deterministic comparison of seeded baseline and predicted values against a simulated observed value. No live attribution data; the limitations are stated in-product.

WorkingSimulated outcome

Needs: Production attribution data

Outcome validation against production data

Measurement against real attribution and performance data, which is what turns a measurement plan into an observed result.

Requires client configuration

Needs: Production connectors · Client data access · A closed observation window

Execution

Idempotent execution

One execution request per approved recommendation version, per action. Repeated execute calls for the same version and action return the same request.

WorkingAudited

Execution (simulated)

Deterministic and in-process, producing a synthetic reference. Labelled everywhere it renders. No live external system is contacted.

WorkingSimulated execution

Live outbound execution

Real outbound action to media platforms, content systems and inventory systems. This is the capability that turns a simulated execution into a real one, and it is separate from live reasoning, which already works.

Planned

Needs: A deployment partner · Configured integration scope · Granted action authority

Platform

Organization and tenant isolation

Every governed entity is organization-scoped and destructive cross-organization access is blocked — verified by row counts and identifiers rather than by status code.

WorkingAudited

Platform-operator separation

Cross-organization operations require an explicitly configured platform operator. Administering one tenant does not confer the ability to reset, snapshot or read another.

WorkingAudited

Access provenance and hardened authentication

Per-person email and password login for provisioned accounts, with login-attempt and site-gate telemetry recording who reached what and when. Rate-limited, with the client address derived only from a configured proxy chain rather than a caller-supplied header.

WorkingAudited

Hosted foundation

Running as a hosted deployment: managed Postgres, the API and the web app each on their own platform. Schema is applied at startup by guarded, idempotent statements rather than a migration framework — a deliberate, documented choice.

WorkingAudited

Multi-organization operation

Four organizations run side by side in one deployment, each with its own solution pack, personas, data and reset. Self-service onboarding and billing are not built — this is multiple organizations operating, not a self-service SaaS surface.

Working

Governed cost and economics transparency

Every agent run records its model, token counts, latency and estimated cost, and the admin console reports live-mode economics per organization. What the reasoning cost is a governed record, not an invisible line item.

Working

Multi-pack composition (demonstrated)

Four specialist packs compose one governed decision: Promotions leads, with Loyalty, Audience and Measurement contributing under a shared decision contract. A human challenge re-reasons the case into a new version. This runs today on seeded evidence.

WorkingSeeded evidence

Multi-pack production runtime

Composition as the ordinary way a client organization operates, rather than as a demonstrated case. Platform organizations run with one configured pack today; making composition the general runtime is structural work that has not been done.

Planned

Needs: Structural platform work

Shared and cross-organization collaboration

Shared multi-user workflows and comment threads across organizations. Challenge & Refine is a separate, working capability and is not waiting on this.

In development

Pack configuration surface

An administrative interface for pack-level settings, KPIs and signal thresholds.

In development

Client data sources

Real metric observations from production ad platforms, analytics systems and data warehouses.

Requires client configuration

Needs: Client data access agreement · Connector credentials

Identity and organizational configuration

Client-specific users, roles, approval thresholds and organizational structure.

Requires client configuration

Needs: A deployment partner · Identity provider details

Working demonstrations
WORKING DEMONSTRATIONSEEDED PROTOTYPE DATA

Northstar Home & Living

core_marketing

A marketing-engine tenant. Reached through the shared hardened sign-in; there is no separate public preview route.

/login · gated · 401 observed 2026-10-23

WORKING DEMONSTRATIONSEEDED PROTOTYPE DATA

Brightmark Retail Group

content_operations

A content-operations tenant, on the same sign-in. Not the concept prototype — presenting it as one would misdescribe a working deployment.

/login · gated · 401 observed 2026-10-23

What we need, and how we would start

Start with a decision your
organization can act on.

A useful pilot connects a recurring business decision to accessible evidence, an accountable owner and a measurable outcome. The scope depends on the systems, the workflow and the authority needed to carry it through.

What you bring, and what we define together

Suggested next step
Clarify the decision — The decision boundary, success criteria, the value model and the comparison.

The gates a pilot passes

  1. 1Define

    Select the decision, the scope, the owners, the baseline, the data and the outcome window.

    Exit evidence: A bounded decision and a measurement contract.

  2. 2Shadow

    Assemble the evidence and compare recommendations with current practice, without an uncontrolled action.

    Exit evidence: Reproducible reasoning, visible gaps and useful human challenge.

  3. 3Bounded intervention

    Connect one limited authorized action path and exercise its controls.

    Exit evidence: A versioned approval and an accountable action record.

  4. 4Observe and assess

    Compare forecasts, operational behaviour and outcomes across the agreed window.

    Exit evidence: An assessment that separates observed results, estimates and pending effects.

  5. 5Repeat or expand

    Use validated learning to improve the next decision, and decide whether to widen scope.

    Exit evidence: A justified next scope, or a decision to change or stop.

What a specific pack would need

Spend and commitments by domain, contribution assumptions, budget authority and cancellation terms.

Measured by: Incremental contribution after marketing and change costs, compared on one horizon, scope and cost basis. (Planned)

An indicative calendar

  • Around day 30
    Evidence established and a first shadow decision taken.
  • Around day 60
    Repeatable decisions and a controlled action path demonstrated.
  • Around day 90
    Evidence assessed and the case for expansion decided.

Indicative timing. Subject to access, data readiness, integration scope, staffing and measurement windows. It is not a researched average and not an unconditional offer.

Two clocks run, and they are not the same one. Pilot delivery starts at kickoff. Business-outcome maturity runs on the outcome’s own horizon, so a day-90 pilot assessment can arrive before a 60/90-day retained-value cohort or a long B2B sales cycle has closed. A pending outcome is pending; it is not a failure, and it is not filled with a benchmark.

Discuss a use case

Which decision would you improve first?

Start with one decision, the evidence that is already available, and an outcome worth measuring — a pilot proves it on one; the platform spans many. Four questions, and the answers tell us whether a bounded pilot makes sense and what it would include.

Which decision would you
improve first?

Start with one decision, the evidence that is already available, and an outcome worth measuring — the pilot proves it on one; the platform spans many. A bounded pilot is built around the people and systems that can act on it, not around a data programme that has to finish first.