AI agents for finance & performance
1 live agent (Daily Trading Summary) and 3 on the roadmap: what each does, the data it needs and the questions it answers.
A clear daily picture of trading, written for people who don't want to open a spreadsheet.
1 agent you can switch on today
Daily Trading Summary
Summarises sales, units and mix for the latest period vs the prior one.
Who it's for: Your team (console, API)
Data it needs: Orders, Order lines, Products
Tools it uses: sales analytics by category, channel or period; read-only SQL over your retail data (sandboxed per workspace)
Ask it, for example:
- "Give me the trading summary for the last 30 days vs the 30 before"
Coming next
- Margin bridge: Explains margin change by price
- Store P&L explainer: Narrates store performance drivers.
- Budget vs actual monitor: Flags variances and likely causes.
How to turn them on
- Load the data each agent needs (upload, API or, soon, a connector to your e-commerce platform).
- Open Agent catalog in the ServiceBuddy console: agents whose data is present show as ready.
- Install, add your own instructions, and test in the Playground.
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