AI-Agents for Retail

Agents help retailers stay responsive to shoppers as demand changes in stores and online.

Create Paid Invoice PDFs

Give shoppers paid invoice PDFs and flag invoices that need attention.

Your customers get a paid invoice PDF after payment, and your billing team hears when an invoice or email needs attention.

Works with18 tools
Answer Page Messages

Send approved replies to shopper messages and flag questions needing help.

Your routine page messages get an auto reply from answers you choose. Questions needing a person reach the page manager in private work chat.

Works with18 tools
Draft Social Inbox Replies

Draft approved replies to shoppers' questions about store offerings.

Get a quick reply draft for routine business DMs, with questions outside your guidance sent to your team for a personal answer.

Works with16 tools
Create Tracking Links

Check promotion links before paid ads send shoppers to product pages.

Your media buyer gets campaign links ready for placement, with tagging and destination problems called out before they reach an ad.

Works with16 tools
Draft New Hire Packets

Prepare store hire packets with forms matched to each location.

Your new hire packet draft brings relevant document links together and shows HR what needs review before sending.

Works with8 tools
Draft Pivot SQL Query

Draft SQL with product categories as columns in sales reports.

Get a pivot SQL query back in the chat thread, with totals explained and columns matched to your database schema.

Works with15 tools
Draft Ranking SQL Queries

Draft SQL to rank products by sales across stores.

Get a ranking SQL query in your chat thread, ready for review. See how the measure and ties determine each position.

Works with14 tools
Draft Social Media Captions

Match approved product and sale graphics with accurate social copy.

Get a caption that fits your social graphic and offer. Review it beside the image in your content chat.

Works with6 tools
Draft SQL Count Queries

Draft SQL counts of customers or orders with the requested store filters.

Get a SQL count query in the chat thread, with a clear note on what it counts and which conditions it uses.

Works with15 tools
Draft SQL Date Queries

Draft sales report SQL for the requested dates.

Get a SQL query for a date or date range in your report chat, with the time field and boundaries explained in the same thread.

Works with14 tools
Escalate Overdue Campaign Reviews

Flag late promotion reviews as launch dates approach.

Your marketing lead sees the overdue campaign review in team chat and can open the original task before launch.

Works with19 tools
Published by Approvals Essentials
Flag Purchase Exceptions

Flag store purchase requests that cross spending limits.

Your policy owner gets a private alert when a purchase request breaks your spend rules, so they can choose the next reviewer.

Works with13 tools
Published by Approvals Essentials
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