Agent Topic: Product Upsell
Summarize product recommendations, personalized sales pitches, and out-of-stock (OOS) analysis based on account history and visit notes. This topic helps users identify growth opportunities and customize their product pitch while in the store.
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
The agent suggests personalized upsell opportunities based on purchase history, visit notes, and surveys. It identifies fast-selling out-of-stock products, items that meet needs mentioned in past visits, and products successful with similar accounts.
| User Input | Action Used | Agent Response |
|---|---|---|
| What products should I recommend to NTO store based on their purchase history? | EmployeeCopilot__IdentifyRecordByName GetReVisitsByAccount GetReOrdersByAccount |
Summarizes frequently purchased products, immediate actions, such as restocking specific products that are consistently out of stock but move fast. Suggests strategies to defend category share against competitor pricing and product recommendations with individual sales pitch. |
Examples of Utterances That Trigger This Topic
- Recommend products for NTO Store.
- Which products has the NTO store frequently ordered in the past?
- Can you recommend top-selling items for NTO store based on past orders?
- What products should I recommend to NTO store based on their purchase history?
- Which products have seen the highest demand during recent NTO store visits?
- What items have the best performance in the NTO store in the last 2 months?
- Which fast-moving products should I prioritize for the NTO store? based on data from the last 3 weeks?
- What are the most frequently out-of-stock items reported for NTO store?
- Which items have the highest reorder frequency for NTO store?
- What products have the highest sales velocity for NTO store in the last 2 months?
- Can you suggest products with a high repeat purchase rate for NTO store in the last month?
- What products should I recommend based on the NTO store’s top-selling categories in the last month?
- What items have had strong performance in NTO stores during the last Month?
- What products should I prioritize recommending for the NTO store today based on performance of the last 1 month?
- What products have generated the most revenue for NTO store in the last year?
Follow-Up Utterances
- What products should I recommend addressing the NTO store’s reported OOS issues?
- Are there any underperforming items in the NTO store?
- What products can I recommend addressing low-stock issues in the NTO store?
Product Upsell Considerations
These considerations define how the Get Retail Execution Visits By Account, and Get Retail Execution Orders By Account actions in the topic filter the data.
- Data Sources: The summary includes visit notes and the account’s purchase history for analysis.
- 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.
- Order Phase Filter: The agent retrieves orders that are in the Ready or Released phase.
- Order Document Types: The agent retrieves orders with a document type of Delivery, Order Entry, or Invoice.
