Guides

Install and configure agents for your business

Browse the agent catalog, install the agents your data supports, and tune them with your own instructions.

2 Nov 2026 · 1 min read

Agents are ready-made AI specialists: personal shopper, customer care, stock-out alerts, trading summary and more. Each one lists the data it needs and is ready to install once that data is loaded.

1. Browse the catalog

In the console, open Agent catalog. Filter by domain (customer, store operations, merchandising, supply chain, finance…), use the Available, Ready on my data and Coming soon chips, or search by keyword.

Badge Meaning
● live installed and its data is loaded
ready to install the data is there; click Install
needs data load the listed tables first
coming soon on the roadmap

2. Install

Click Install on a card. Click Installed ✓ to uninstall at any time.

3. Open an agent

An agent's page shows what it does, the data and tools it uses, a built-in chat to test it, the API call to use it from your systems, and its recent runs.

4. Add workspace instructions

Short, clear rules in your own words, added to the agent's own instructions. For example: "Always mention free alterations for Gold members."

Good practice

  • Put business rules such as return windows and non-returnable categories in Settings, not in instructions. They're enforced by code, so agents can't get them wrong.
  • Set your brand voice in Settings once; every agent uses it.
  • Test every change in the Playground before going live.

Want to know what each agent does? Every live agent has its own article in AI agents.

#onboarding#agents#configuration

See it on your own catalog. Explore the agents

Popular AI Agent Buddies

🛍️ ● Live demo

Customer · Discovery & shopping

Personal Shopper

Finds products by intent, budget, colour and occasion; compares options and recommends the best fits.

For customers
Try it live →
💬 ● Live demo

Customer · Service

Customer Care

Answers policy questions from the retailer's own documents, checks orders and return eligibility.

For customers
Try it live →
🚚 ● Live demo

Customer · Service

Order Status (WISMO)

"Where is my order?": status, dates and what happens next.

For customers
Try it live →
📍 ● Live demo

Customer · Service

Store Locator

Nearest stores, live open/closed status in local time, hours and services.

For customers
Try it live →
👗 ● Live demo

Customer · Discovery & shopping

Shop the Look Stylist

Builds a complete, coordinated outfit around any product or occasion using only real catalog items.

For customers
Try it live →
📊 ● Live demo

Merchandising & assortment

Merchandising Copilot

Answers assortment and performance questions with numbers, then recommends actions.

For your team
Try it live →
🚨 ● Live demo

Inventory & supply chain

Stock-out Sentinel

Flags SKUs at risk of stock-out from on-hand stock vs recent sales velocity.

For your team
Try it live →
🤝 ● Live demo

Store operations

Clienteling Assistant

Prepares a client brief (tier, past orders) and suggests products to show a returning customer.

For your team
Try it live →
👥 ● Live demo

Marketing & CRM

Segment Builder

Builds customer segments from tiers, cities and purchase behaviour, with counts.

For your team
Try it live →