Agent Topic: Account Compliance
Analyze store compliance by using past visits, audits, and customer tasks to identify ongoing retail execution issues and gaps. This topic helps users track consistency and adherence to promotional, shelf, and display standards.
Required Editions
Available in: Lightning Experience Available in: Agentforce 1, Einstein 1, Enterprise, and Unlimited editions with Consumer Goods Cloud Retail Execution and Agentforce for Consumer Goods Cloud add-on licenses. |
How it Works
Users can ask the assistant for a summary of a store's past compliance. The agent evaluates completed visits, related audits (store, product, and asset), and active customer tasks to generate a report on the store's consistency and compliance history.
| User Input | Action Used | Agent Response |
|---|---|---|
| Can you summarize how this store has performed in compliance over past visits? | EmployeeCopilot__IdentifyRecordByName GetReVisitsByAccount GetReCustomerTasksByAccount |
Summarizes key compliance issues such as noncompliance with promotional display guidelines (for example, missing displays), stock availability issues, and critical asset issues (such as temperature fluctuations in refrigerators). Provide improvements and resolutions and recommendations for future compliance. |
Examples of Utterances That Trigger This Topic
- What does the visit history tell us about this store’s execution and compliance trends?
- Are there any recurring compliance gaps noted in the store’s audit history in the last one month?
- How consistent has this store been with display and stock compliance across visits in the last month?
- Give me a quick rundown of compliance issues flagged in previous store visits during the last month.
- Can you highlight any ongoing compliance challenges based on historical data for the past 2 weeks?
- What does the store’s last month performance say about its promotional and shelf compliance?
- Based on previous visits in the last 3 weeks, how well has this store adhered to compliance standards?
- Can you pull a compliance snapshot from the store’s historical visit data in the last 20 days?
Follow-Up Utterances
- How is store compliance at PoS Beverages shelf?
- How is store compliance for promotion of Flashy Drinks?
- Is there any competitor activity or pricing that I should be aware of in this store?
- How is the OOS situation in the store?
- Are there any products on the shelf that have incorrect or missing facings reported?
- When is the latest store visits logged for this account?
- Are there any tasks assigned to Chantelle Rep that need attention today?
- Is there any visible competitive activity from Pizza Hut in this store?
- Was the snack shelf fully stocked, especially with Lopples and Frankies products?
- Given the current stock levels and competitor activity, are there any recommendations you'd suggest improving sales or execution in this store?
Account Compliance Considerations
These considerations define how the Get Retail Execution Visits By Account and Get Retail Execution Customer Tasks By Account actions in the topic filter visit data and tasks in the compliance summary.
- Visit Scope: The agent only retrieves visits with a Completed status within a given time frame.
- Configurable Visit Types: The visits are filtered based on visit types configured in the Account_Visit_History_Visit_Types custom system setting. The default types are Sales and Merchandizing.
- Included Survey and Audit Data: The visit data includes details from related store audits, product surveys, and asset audits.
- Task Status Filter: The agent retrieves customer tasks that are in the Initial or Released phases.
- Task Date Filtering: The agent supports optional date range filtering based on both the customer task's creation date and its due date.
