New webinar on 3rd March 2026 | 9:00 am PT
In this webinar, discover how Sopact Sense revolutionizes data collection and analysis.
Multiple surveys are like snapshots in time. Sopact adds an intelligent layer to connect and builds a workflow underneath to make them a complete insight
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One persistent record per stakeholder, from first contact through long-term outcome.
Most enterprise data dies at collection. Sopact Sense is the layer where it thrives. Most AI models fall short on consistent results. Same prompt, different answer every time. For enterprise use cases such as portfolio or application management it is NOT acceptable. Sopact's intelligent agentic layer sits above AI models to provide the consistent and auditable answer every time.
The numbers your team reports on came from closed-ended fields: Likert scales, dropdowns, multiple-choice. The open-text answers, the document uploads, the interview transcripts that explain why the numbers moved sit unread in an export. That is roughly 95% of what stakeholders actually told you.
Generative AI on its own is a fluent improviser. Ask Claude or GPT to score the same essay three times with the same rubric. You will get three different scores, three different reasonings, three different citations. For an enterprise scoring an applicant, awarding a grant, or admitting a fellow, that is not a feature. It is a liability.
Sopact built a thin deterministic layer above Claude, OpenAI, and Gemini. The model still does the reading: analyzing essays, extracting themes, identifying patterns. But the rubric is frozen. The output schema is typed. Citations are required for every score. Run the same record through it a hundred times and you will get the same answer a hundred times.
When a stakeholder first contacts you, whether they submit an application, open a document, or join a cohort, Sopact issues them a unique ID. That ID never resets. It runs through the onboarding intake, the quarterly check-in, the completion data, the six-month follow-up, and the alumni survey two years later. Every piece of evidence joins the same record under the same ID.
Five years later, that same ID has accumulated everything: application essay, onboarding survey, mid-program interview, completion outcomes, six-month follow-up, alumni response, even unsolicited feedback they emailed in year three. Cross-cycle analysis becomes a single query, not a multi-week reconciliation project. Pre-and-post comparison is mechanical, not manual.
Deterministic AI on top of generative models. Persistent records compounding across cycles. One stakeholder, one record, every stage. From first contact to long-term outcome, Sopact Sense is the substrate AI agents and reporting tools can finally act on.
Book a discovery call →Six beats walking through the determinism gap and the persistent record that closes it.
And here's what you can build on the substrate.
Stakeholder Intelligence runs the people work — applicants, fellows, scholars, trainees, alumni. Partner Intelligence runs the organizational work — investees, grantees, suppliers, cohort companies. Same record format, different relationship.
A scholarship round opens. The application form goes live with branded fields: essay, resume, recommendation letters, transcript upload. From the moment the first applicant lands on the page, Sopact issues them a unique stakeholder ID. That ID will carry them through every stage.
The applicant submits an essay (1,847 words), uploads their resume, triggers two recommendation letter requests. As each document arrives, Cell scoring runs in the background: extracting themes, scoring writing quality, identifying potential red flags. The applicant sees only "submitted." Reviewers see structured analysis attached to the record before they ever open the file.
When applications close, Row scoring reads the entire record at once: essay, resume, recommendations, interview transcript. It applies the program's rubric, weights criteria according to the program's logic, and produces a single fit score with a reasoning trace explaining how each field contributed. Reviewers validate the AI's read. They do not create scores from scratch.
The admit decision is made. The same persistent ID, STK-09134, carries forward to the next stage. No data migration. No separate database. No handoff to a CRM that loses context. The application essay, the score, and the reasoning trace all stay attached to the record for the next five years.
Onboarding intake captures baseline data: pre-program confidence, current employment, demographic disaggregations the funder requires. Three months later, a mid-program check-in surveys the same scholar with the same ID. Pre/post linking is automatic. No manual matching. No reconciling spreadsheets. No losing scholars who change emails.
When the scholar completes the program, completion data joins the same record. The funder report writes itself from the longitudinal data: completion rate, confidence change pre-to-post, demographic disaggregation as required. No three-week pre-report cleanup. No reverse-engineering metrics from spreadsheet exports.
Two years after graduation, an alumni follow-up survey goes out. Same stakeholder ID. Sopact knows what they said in their application essay, how their confidence moved during the program, what they reported at the six-month mark, and what they're saying now. Year-over-year cohort analysis is a query, not a project.
Walk through your own cycle in 60 minutes →Three of the twelve engines in motion. The full taxonomy below.
How does the data think for itself?
The Intelligent Suite — Cell, Row, Column, Grid — is the proprietary core, the four ways data is read inside Sopact Sense. Around it sit seven sections of platform capability: collection, logic, analysis, reporting, trust controls, AI integration, and a vibe-coded personalization layer built on Claude. All of it on one record.
Cell reads the field. Row reads the record. Column reads the question across the population. Grid reads the entire dataset across years. All four operate on the same persistent record format, so analysis at any scope feeds analysis at any other. Same evidence, different lens. The Suite is what makes Sopact a substrate, not a survey tool.
Sopact issues a unique stakeholder ID at first contact. That ID never resets. It runs through onboarding, mid-program check-ins, completion data, six-month follow-ups, and alumni surveys two years later. Every piece of evidence joins the same record under the same ID. Year-over-year cohort analysis becomes a query, not a three-week reconciliation project. Pre/post linking is automatic. Cross-cycle benchmarking is mechanical.
Forms and surveys ship in 40+ languages with native-quality translation. Offline collection works in the field, with answers syncing when connectivity returns. Document ingestion handles PDFs, Word files, spreadsheets, video transcripts, interview recordings. Longitudinal study design (pre/post, cohort, panel) is built in, not bolted on. Multi-channel: web, email, SMS, kiosk, in-app embeds. Branded for your organization: your logo, your colors, your domain.
Three logic types. Structural logic routes pages and questions on respondent answers (table stakes; competitors have this). Identity logic skips questions when the answer is already on the persistent record (no re-asking name, demographics, or prior responses). Analytical logic, the unique one, routes based on what the AI extracted from open text, attached files, or voice. If a scholar's essay surfaces "first-generation college student," the next page asks about family support. Competitors cannot do this. Their forms do not read.
q4 = "yes" → show page 6. Routes on the dropdown.STK-04287 → skip pages 2-3. No re-asking.first-generation → next page asks about family support. The form reads what the model extracted.Funder-ready exports in the formats they actually want: structured PDF, branded slide deck, raw CSV, Excel with linked cells. Live dashboards update as data lands. No more snapshot-from-three-weeks-ago. Multi-cycle comparison is a toggle, not a project. Branded exports carry your logo, your colors, your domain. Citation traceability on every metric. Clicking the number takes the funder back to the source quote in the source record. Report library: starting templates for foundation, accelerator, workforce, ESG, scholarship.
Single sign-on via SAML 2.0: Okta, Azure AD, Google Workspace, OneLogin, Auth0. Multi-factor authentication required by default; TOTP apps, hardware keys, push notifications. Role-based access control with workgroup permissions. Analyst sees their cohort, director sees the program, funder sees the dashboard. Per-field permissions for sensitive demographics. AES-256 encryption at rest, TLS 1.3 in transit. Full audit log, immutable, exportable, with retention configurable to your policy. Reasoning trace on every AI score: what the model read, which rubric criteria fired, why the score was what it was. GDPR-aligned. CCPA-aligned. Regional data residency: EU, US, others on request. SOC 2 Type II in progress. Data processing agreements available.
Model Context Protocol native. Sopact is consumable as an MCP server, so Claude, ChatGPT, and other agentic clients can read and write directly into your records. Full REST API for the rest. Webhook support for event-driven flows (record created, score completed, cycle closed). Zapier connector for the long tail. BI tools out of the box: Power BI, Tableau, Looker Studio, Mode. Data warehouse mirroring: Snowflake, BigQuery, Redshift, with schema preserved, lineage maintained, dbt-friendly. CRM integration through webhooks or Zapier: Salesforce, HubSpot, Microsoft Dynamics. Slack and Teams notifications for human-in-the-loop alerts.
Tell Claude what dashboard you need, in plain English, in the chat. Claude builds it on your live data, deploys it inside your tenant, branded for your organization. Custom workflows the same way. Custom report formats the same way. Per-tenant deployment with white-label domain support. Tenant isolation at the data and compute layer. Onboarding measured in days, not quarters. The dashboard a foundation needs in May is built in May, not next year's roadmap.
See it built on your data in 60 minutes →One application round. One cohort. One portfolio quarter. We walk through how it would live as one record per stakeholder, what the Intelligent Suite would extract, and what your team would do differently in the next cycle.
Book a discovery call →
