← Back to the fleet FTE-07 · AI Card-Deals Concierge

PerkPilot

Every card-linked food deal, cracked in a tap. Enter or scan the first few digits on a customer's card and instantly see the exact bank-card discount that applies today — an always-right lookup shipping in production now. Next: an autonomous agent that keeps every co-branded campaign live, validated and instant.

Live · in production Fintech · card deals Secure cloud web app 100% consistent at the till

Card → deal

<1sleading digits to the live discount

At the till

0 errorsnever the wrong discount

Access

Secureadmin-only console, secure sign-in

Availability

24/7always on at the counter

The way it works today

How a card deal gets found right now.

At most counters, working out which co-branded discount a customer's card qualifies for means flipping a printed sheet and hoping. Every step is a place the wrong price — or a missed saving — slips through.

Customer pays by card

A co-branded card that may unlock a deal today — or may not.

Staff flip a printed sheet

Hunting the right bank, network and tier on a page that is already out of date.

out of date

They guess the discount

Under pressure at the till, memory and a busy queue fill the gaps.

guesswork

Wrong discount applied

The card gets too much off, too little, or nothing it was owed.

wrong price

Money lost, trust dented

Margin walks out the door and the customer feels short-changed.

What it costs

A guessed discount is a leak in the till.

01 — Missed savings

Deals the customer earned, never given.

A card qualifies for a real discount and no one at the counter knows it. The saving is silently skipped — and the customer never comes back for it.

02 — Manual campaign wrangling

Every window is a scramble to re-key.

Each season, someone reads the bank-alliance files, normalizes inconsistent naming, and re-keys hundreds of card ranges by hand — slow, costly, and wrong the moment a deal changes.

03 — Wrong discount at the till

The price on the receipt is a coin toss.

Too much off eats margin; too little breaks the promise on the card. Either way, a guess at the counter costs money or costs trust.

The instant way

Type the card. See the exact deal.

PerkPilot replaces the printed sheet with a one-tap lookup that is right every time. It ships in production today — a deterministic card-to-discount match with no AI, which is exactly why it never errs at the till.

ENTER

Enter the card

Staff type or scan the card's leading digits at the counter.

MATCH

Match the exact deal

The lookup finds the one eligible discount by bank, network and tier for today.

SHOW

Show the best discount

The right percentage appears in under a second — no flipping, no guessing.

APPLY

Apply the right price

The correct deal is charged at the counter, every single time.

Old way vs PerkPilot

Same counter. A different league.

The printed-sheet counter

The PerkPilot lookup

LookupFlip a paper sheet and hope it is current.

LookupOne tap — the exact deal in under a second.

AccuracyMemory and guesswork under a busy queue.

AccuracyAlways right — the same answer every time.

AvailabilityOnly as sharp as whoever is on shift.

Availability24/7 — on at every counter, never off.

Campaign upkeepRe-keyed by hand each season, wrong when it changes.

Campaign upkeepAutonomous Deal-Ops agent keeps it live — on the roadmap.

CostA payments-ops seat wrangling deal files.

Cost≥50% less once the agent replaces that seat — roadmap.

See it live · card to deal

One tap the whole counter can trust.

veloce://fte-07 — card-to-deal

The card's leading digits are entered at the counter (or scanned from the card).

In under a second, staff see the exact live discount for that card — bank, network, tier and % — so it's charged correctly.

Next, the Deal-Ops agent keeps that list correct: it ingests the next bank file, validates every card range, and publishes after one human approval.

PerkPilot ships in two layers. The product — a fast card-to-discount lookup with a real admin console and customer offers page — is live in production today and has real users: a one-tap answer that is right every time, so the counter never charges the wrong deal. The FTE is the autonomous layer we're building on top: a Deal-Ops analyst that ends the quarterly file-and-spreadsheet scramble, validates every card range, and keeps the right deal in front of every customer. That upgrade path is the roadmap.

Why a lookup beats a guess

The advantages, stated plainly.

~500×

Faster — a one-tap match vs flipping a printed sheet.

100%

Consistent — the same right answer every time, never a wrong discount at the till.

24/7

Always on — live at every counter, no off days.

≥50% · roadmap

Lower cost once the autonomous Deal-Ops agent replaces the file-wrangling seat.

How we deliver it — today vs next

Honest about what ships today.

Shipping today

An instant, always-right lookup — live at the counter.

✦Type a card, see the deal — staff enter or scan the card's leading digits and instantly get the eligible discount by bank, card network and tier, on a date selector that defaults to today.
✦Admin console — full create/edit for deals and the reference data (banks, card networks, tiers), with weekday windows and discount caps.
✦Customer offers page — a public, QR-ready one-pager showing the day's active deals, cached for the counter.
✦Real accounts & analytics — secure sign-in with an admin-only console, plus per-page view analytics.
✦Live campaign data — running in our secure cloud, loaded each seasonal and quarterly window from the bank-alliance files.

On the roadmap

The autonomous Deal-Ops FTE — not shipped, never demoed as live.

◆Self-serve ingestion — an agent watches your email inbox and shared drive for the bank-alliance files (documents and spreadsheets) and extracts every deal, window, card range and discount — retiring the hand-coded import each campaign.
◆Validate every card range — resolve inconsistent bank and card naming and check each range against a trusted reference, flagging mismatches before they cause a wrong discount at the till.
◆Reconcile & publish — diff against live deals, propose adds/edits/expiries for one-click human approval, then publish and refresh the QR page.
◆Customer concierge — answer "what's the best card deal this Friday?" and surface the single best eligible deal in the moment.

Straight talk: the lookup shipping today carries no AI — it's a deterministic, always-right card-to-discount lookup, and that's exactly why it never errs at the till. Everything in this column is what the autonomous Deal-Ops agent adds next, always human-in-command before anything publishes.

The Deal-Ops crew · on the roadmap