AI-Agents for Retail

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

Prepare Sales CSV

Combine yesterday's store sales into one dated CSV.

Your daily sales CSV brings location totals together for your reporting spreadsheet, without pulling separate reports by hand.

Works with
Recheck Changed Order Cards

Hold changed merchandise orders until purchasing approval is current.

Your changed order cards get a linked approval review, and handoff waits for your procurement coordinator's decision.

Works with7 tools
Recheck Changed Purchase Orders

Flag revised merchandise orders for review before buying proceeds.

Your changed purchase orders stay on hold for the right coordinator to review, with the earlier decision linked for context.

Works with
Remind Purchase Reviewers

Remind the reviewer before a store purchase request is due.

Your current reviewer receives a timely card link before a purchase request is due. Your team can see when the reminder went out.

Works with4 tools
Published by Approvals Essentials
Reopen Campaign Reviews

Recheck promotion copy and launch dates against the last approval.

Your campaign review process keeps changed copy or dates on hold until the coordinator can review a request linked to the earlier decision.

Works with7 tools
Request Offer Signatures

Send approved offers for store hires in the required signing order.

Your offer agreements reach the employer and candidate in your chosen order, with a link for your hiring coordinator to follow.

Works with4 tools
Return Supplier Onboarding Forms

Ask merchandise vendors to fix W-9s on their original forms.

Your supplier gets clear W-9 corrections and a way to update the same form, so you can review the revised paperwork.

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Route Invoice Exceptions

Route merchandise supplier bills with policy violations to the policy owner.

Your policy owner gets supplier bills that break approval rules, so those exceptions have someone to review them.

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Route Off-Plan Hires

Route store hires outside the approved plan to a reviewer.

Your hiring team sees exactly how a request differs from plan and who reviews it before recruiting proceeds.

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Published by Approvals Essentials
Route Purchase Requests

Route store purchase requests to the manager for each cost center.

Purchase requests reach the manager responsible for their cost center. Your team can see why that manager received the card.

Works with
Published by Approvals Essentials
Draft Offer Letter

Prepare store hiring offers in the employer's usual format.

Your offer letter draft follows your usual format, with a review link and policy questions on the manager's submission.

Works with5 tools
Draft Private Replies

Queue private replies to shoppers' questions on product posts.

Your page manager gets private reply drafts to review, plus a clear status when your team already answered the question.

Works with6 tools
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