Answer order questions and collect customer preferences when something changes.
- Example roles
- Order inquiries · Customer updates
- Working together
- Send the issue and substitution consent to store operations.
AI Agents for
Retail.
Every order.
A connected team.
Connect stores, customer care, inventory and the office so every order has a clear next step and a helpful update.
Familiar challenges.
A clearer way to work.
Explore everyday coordination problems and the workflows you can build around them.
A WORKFLOW TO BUILD
Bring the inquiry and order details together and assign a clear owner.
Your departments.
A connected team behind every order.
Coordinate customer-facing conversations with the people who check stock, approve exceptions and prepare the order.
Retail operationsShared context
THE WHOLE DEPARTMENT, IN MOTIONAn unavailable item. A considered alternative.
An unavailable item. A considered alternative.
Your team moves it forward.
Jordan asks about a collection order. The team finds an unavailable item, checks an alternative and requests approval to cover the price difference. The substitution is made only after Jordan agrees.
Collection order / Approved substitution
RetailOrder support · WhatsApp + internal team
EXAMPLEJordan · Shopper · 10:24Hi, I ordered a blue insulated bottle for collection today, but I haven’t received a ready message. Could you check my order?
Internal messages stay within your team.The requester sees only the replies intended for them.
SHARED INDUSTRY KNOWLEDGEMany roles.
Many roles.
A shared understanding.
Company policies, department knowledge and role-specific permissions work together. Select a layer to see how it guides the team.
Retail knowledge
Use approved catalog information, stock records, order history and service procedures.
IN OUR RETAIL ORDER EXAMPLE
The team verifies the alternative with the store and asks the shopper to agree before substituting.
EVERY ACTION HAS AN OWNERSee the work.
See the work.
Follow every decision.
Inspect example actions across your teams: who acted, which system was involved and where a person needs to decide.
CONNECTED TO YOUR ORGANIZATIONOne connected team.
One connected team.
Every system you work with.
Click a system to connect it to your retail team.
Illustrative connections, using example data.
Order management
Not connectedConnect Order management to explore how your retail team uses it in this example.
A little more clarity.
What are AI agents for retail?+
Digital roles that support product questions, order inquiries, stock coordination and defined follow-up tasks using your connected records.
Can an agent replace an unavailable item?+
Set explicit rules for substitutions. This example requires a verified alternative, approval for the price difference and the customer’s consent before the order changes.
How is stock availability checked?+
Use the inventory source you authorize and request store verification when the record is uncertain. Avoid promising an item before the required check.
Can agents issue refunds or discounts?+
Only within the permissions you define. Exceptions should be prepared for the responsible person rather than offered before approval.
Can the store and support team share context?+
A workflow can attach the inquiry, stock check, customer preference and next action to the same order record.
Which workflow is a good starting point?+
Begin with order-status inquiries and one clearly defined exception, then review the experience with customer care and store operations.
Make room for
a more connected team.
Bring your stores, customer care and office together around a better shopping experience.
Build your retail team