Pulse Agents — AI-Powered User Engagement

Pulse Agents are Blockli's AI-powered engagement system. Unlike traditional automation recipes that follow rigid, predefined rules, Pulse Agents use large language model (LLM) reasoning to deliver personalised, context-aware engagement for every user on your site.

The system works in two ways:

• Event-Driven (Real-Time) — When a user performs an action on your site (completes a course, joins a group, makes a purchase), the Event Bridge captures it and sends it to the Blockli AI middleware. The LLM analyses the event alongside the user's full activity history and decides what to do — congratulate them, suggest a next step, flag a concern, or do nothing at all.
• Scheduled Pulses — You can create recurring or one-time Pulse Agents that periodically analyse groups of users (by role, group, CRM segment, or all users) and generate proactive engagement actions.

Traditional automation tools fire the same action for every user who hits a trigger. Pulse Agents are different:

• Context-rich — The AI considers the user's entire history, not just the single event. If a user completes a course but is falling behind in another, the agent can congratulate them and nudge them about the lagging area — all in one message.
• Adaptive — Prompts guide the AI's intent, but the model decides the best action, tone, and timing for each individual user.
• Multi-channel — Agents can send emails, SMS messages, or push notifications — choosing the right channel based on the situation and your configuration.
• Human-in-the-loop — Actions can be queued for admin review before being sent, giving you oversight without manual effort.

Here's the flow from event to action:

1. A user performs an action on your site (or a scheduled cron fires)
2. The Event Bridge captures the event
3. A payload is built with user context, event details, AI prompts, and available tools
4. The payload is sent to the Blockli AI Middleware
5. The LLM reasons over the user's history, the event, and your prompts
6. The AI decides: send an email, SMS, push notification, queue for review, or take no action
7. The action is executed (or held for admin approval)
8. Everything is logged to the user's timeline on the Agent Actions dashboard

Pulse Agents respond to real-time events from the following integrations:

• BuddyPress / BuddyBoss — Joined group, left group, posted activity, sent friend request, updated profile, gained follower
• BuddyBoss Forums — Created topic, replied to topic, favourited topic, subscribed to forum
• LearnDash — Started course, made progress, completed quiz, enrolled, submitted assignment
• WooCommerce — Placed order, order status changed, purchased product
• GamiPress — Earned points, earned achievement, earned rank
• WordPress Core — Published post, logged in
• Give (Donations) — New donation

You choose which events are treated as Milestone Events (trigger immediate AI analysis) versus regular events (logged for context but don't trigger real-time action).

Navigate to Blockli Assistant → Settings → Event Bridge.

1. Select Milestone Events — Browse the event grid and toggle on the events that should trigger immediate AI engagement.
2. Write AI Prompts — Customise the AI instructions for each event category: Social Engagement, Content Creation, User Milestones, Commerce Activity, Donations and Giving, User Activity, and Gamification. Use replacement tags like {user_name}, {event_action}, {event_name}. You can also set event-specific prompt overrides.
3. Enable Tools — Choose which communication channels the AI can use: Email, SMS (requires Twilio), and Push Notifications (requires BuddyBoss).
4. Save your Event Bridge settings.

By default, new users have their agent status set to Inactive. To start engaging users:

1. Go to Blockli Assistant → Agent Actions
2. Find the user in the table
3. Click the Play button to set their status to Active
4. Or use Resume All to activate all users at once

You can also use the Segment filter to activate users by group, role, or CRM segment.

The Agent Actions page is your command centre for monitoring and managing Pulse Agent activity.

Metrics Bar — Five at-a-glance metrics at the top: Active Agents, Paused Agents, Messages Queued, Avg Response Rate, and Engagement Uplift.

User Table — Each row shows a user's name, last activity, next action, status (Active/Inactive/Pending Review), engagement score, and action controls.

Per-User Actions:

• Send Nudge (paper plane icon) — Send a manual, one-off AI engagement message. Choose the channel (Email, Push, SMS), goal (Re-engagement, New Goal, Other), and provide a prompt.
• Pause / Resume (play/pause icon) — Toggle whether the agent processes events for this user.
• Expand (chevron icon) — View detailed engagement data: emails/SMS/push queued, purchases, revenue, pending actions, and a full timeline.
• Review — When the AI queues an action for approval, you see the proposed action type, confidence score, and content, then Approve or Reject it.

Filtering and Bulk Actions:

• Status Filters — All, Active, Pending Review, Inactive
• Search — Filter by name, activity, or action
• Segment — Filter by BuddyBoss Group, WordPress Role, FluentCRM List/Tag
• Pause All / Resume All — Bulk toggle agent status
• Clear Cache — Refresh dashboard data

Course Completion + Cross-Sell

A user completes "Introduction to Photography." The AI congratulates them, notices they haven't started "Advanced Lighting Techniques" (which similar students take next), and sends a personalised email suggesting the next course.

Declining Engagement

A weekly Pulse Agent notices a previously active user has had zero activity in 7 days. It sends a friendly push notification: "Hey Sarah, your Photography course is 80% complete — just two lessons to go!"

Purchase Follow-Up

A user buys a photography preset pack and is active in the Photography community group. The AI sends an email with tips on using the presets, linking to relevant forum discussions.

Admin Briefing

A daily Site Admin pulse analyses overnight activity — new orders, revenue, registrations, forum topics — and sends the admin a concise morning briefing email.

Pulse Agents are available on paid plans only (Core, Pro, Max). Users on the Free plan can see the Agent Actions dashboard with live data but cannot send nudges, pause or resume agents, use the Segment filter, or trigger bulk actions. An upgrade banner is displayed prompting Free plan users to upgrade.

Do I need to write prompts for every single event?

No. Category-level prompts cover groups of related events. You only need event-specific overrides for events that require special handling.

What happens if I pause a user's agent?

All Event Bridge events for that user are silently dropped. Pulse Agents with "Override Agent Status" enabled will still include them.

Can the AI send messages without my approval?

Yes, by default. If you want oversight, the AI can queue lower-confidence actions as "Pending Review" for you to approve or reject on the dashboard.

How often do scheduled Pulse Agents run?

You configure the frequency: Hourly, Daily, Weekly, or Monthly. One-Time pulses only run when you manually trigger them.

What integrations are supported?

BuddyPress/BuddyBoss, BuddyBoss Forums, LearnDash, WooCommerce, GamiPress, WordPress Core, Give (Donations), and FluentCRM (for user segmentation).