Daily Trading Summary: what this AI agent does and how to use it

Try the Daily Trading Summary live demo →

What it does

A clear daily picture of trading, written for people who don't want to open a spreadsheet. The Daily Trading Summary agent is the specialist for this job: summarises sales, units and mix for the latest period vs the prior one.

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:

• "Give me the trading summary for the last 30 days vs the 30 before"
• "How did online sales do in the last 7 days?"
• "Which department grew most in the last 30 days?"

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
• 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

Orders, Order lines, Products. 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

• Rolling Forecast Updater: Updates the revenue forecast from the latest monthly trading and explains what changed.

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 Daily Trading Summary 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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