Brand Portfolio Reviewer: what this AI agent does and how to use it

Try the Brand Portfolio Reviewer live demo →

What it does

A weekly business review that pulls the key numbers and explains them. The Brand Portfolio Reviewer agent is the specialist for this job: ranks the brands you sell by revenue, growth, returns and range size to guide where to invest or cut.

Who it's for

Your team. It runs in the console for your staff and through the REST API. It is a team agent, so it is never exposed to shoppers.

Questions it answers

Ask it in any of our languages, for example:

• "Review our brand portfolio"
• "Which brands should we grow or cut?"
• "Which brands have the highest return rates?"

The live demo shows these as sample prompts in your language, on a fictional store's data.

How it works

1. It understands the question in the language it was written in, even when your catalog is in another language.
2. It looks things up with tools, never from memory:

• Sales analytics by category, channel or period
• Assortment and range analytics
• Read-only sql over your retail data (sandboxed per workspace)

3. It answers from your data, in your brand voice and currency, and shows which tools it used.
4. Rules stay in code. Prices, eligibility and permissions come from your data and settings; the agent explains them and can't invent them. Why this matters.

The data it needs

Products, Order lines, Returns. As soon as these tables are loaded, the agent is ready to switch on. Files can use your own column names: they're mapped automatically. See Connect your data.

Works well with

• Weekly Business Review: Executive one-pager on sales, assortment and operational highlights with recommendations.
• Peak Trading War Room: A live peak-trading view of sales, stock risks and fulfilment backlog for leadership.
• Board Meeting Prep: Drafts a board pack summary: trading, top categories, stock risks and the decisions to take.
• Country Performance Digest: Compares trading across your countries and cities: revenue, orders, basket and growth, with the drivers explained.
• Strategy Scenario Planner: Models what-if scenarios such as a price cut or a channel shift, showing the volume needed to break even.

Your team can use them side by side in the console, or call each one through the API.

Turn it on

1. Load the data it needs.
2. Install Brand Portfolio Reviewer from the Agent catalog and add your own instructions (guide).
3. Test it in the Playground, in every language you serve.
4. Invite your team or call it from your own systems.

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