Retail Execution Visit Assistant Use Cases

The Retail Execution Visit Assistant analyzes account performance data, identifies compliance issues, summarizes visits, and highlights product upsell opportunities. It provides contextual insights and account analysis to sales reps and hybrid users through natural language interactions on the Consumer Goods Cloud desktop or the mobile app.

• Agent Topic: Account Performance
  Summarize an account’s financial health, retrieve total revenue, analyze performance metrics, and identify top-selling and bottom-selling products within a specified time period. This topic helps users quickly understand sales trends and financial metrics of an account.
• 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.
• Agent Topic: Last Visit Summary
  Get a summary of the most recent store visit, including key activities, compliance outcomes, overdue tasks, and associated order data. This topic helps users streamline visit closure and follow-up activities by providing a snapshot of the most recent account interaction.
• 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.