How onboarding works: from first call to live AI agents
The six steps from a first conversation to agents serving your customers: workspace, data, agents, testing, launch and team. Most retailers are live within days.
ServiceBuddy connects to your business through your data, not through a long IT project. Here is the whole path, with a guide for each step.
1. We set up your workspace
Book a demo and we create your workspace with you: company name, main market, currency, languages and brand colour. The workspace owner receives a one-time invitation link (valid 7 days), chooses a password and lands in the console. Every workspace is isolated: its own data store, search index, roles and API keys.
2. Connect your data
Upload products, stores, customers, orders, stock and promotions as Parquet, CSV, TSV or JSON, plus your policies and FAQs as Markdown or text. Your own column names are mapped automatically and you get a data-quality report. → Connect your data
3. Choose your agents
Each agent lists the data it needs and shows ready to install as soon as that data is present. Install it, then add short workspace instructions in your own words. → Install and configure agents
4. Test before you launch
The Playground is a private chat with all your installed agents. It shows which agent answered and which tools it used. → Test in the Playground
5. Go live where your customers are
A branded assistant on your website (one line of code) or a hosted link for social, email, messaging apps and QR codes. Or call the same agents from your own app with the REST API. → Launch the shopper assistant · API keys and integration
6. Bring in your team
Invite colleagues with the right role (owner, admin, analyst, viewer) so merchandising, operations and service teams use their own agents. → Invite your team
Serving several markets? See Languages and international setup.
What stays the same
- Your systems stay in charge. ServiceBuddy reads the data you send; it doesn't change your e-commerce platform or ERP.
- Rules are enforced by code. Return windows, non-returnable categories and prices come from your settings and data.
- Updates are simple. Upload a table again (or push it through the API) and agents use the new version from the next question.
Popular AI Agent Buddies
Customer · Discovery & shopping
Personal ShopperFinds products by intent, budget, colour and occasion; compares options and recommends the best fits.
Customer · Service
Customer CareAnswers policy questions from the retailer's own documents, checks orders and return eligibility.
Customer · Service
Order Status (WISMO)"Where is my order?": status, dates and what happens next.
Customer · Service
Store LocatorNearest stores, live open/closed status in local time, hours and services.
Customer · Discovery & shopping
Shop the Look StylistBuilds a complete, coordinated outfit around any product or occasion using only real catalog items.
Merchandising & assortment
Merchandising CopilotAnswers assortment and performance questions with numbers, then recommends actions.
Inventory & supply chain
Stock-out SentinelFlags SKUs at risk of stock-out from on-hand stock vs recent sales velocity.
Store operations
Clienteling AssistantPrepares a client brief (tier, past orders) and suggests products to show a returning customer.
Marketing & CRM
Segment BuilderBuilds customer segments from tiers, cities and purchase behaviour, with counts.
Related articles
Connect your data: files, API and automatic mapping
Which tables to load, what each one unlocks, how column mapping and quality reports work, and how to keep data fresh.
Install and configure agents for your business
Browse the agent catalog, install the agents your data supports, and tune them with your own instructions.
Test your agents in the Playground before going live
A private chat with all your agents that shows which agent answered and which tools it used, plus a pre-launch checklist.
Integrate with the REST API: agents and data in your own systems
Create an API key, call any agent (with streaming), push data automatically, and the full endpoint list.
Invite your team: roles and permissions
Give every colleague their own login with the right role: owner, admin, analyst or viewer.
Languages and international setup
Console, shopper and catalog languages explained, with recommended setups for Europe, the Gulf, India and South-East Asia.
Launch the AI shopper assistant on your website or a link
Choose languages and brand, then paste one line of code or share a hosted link. What shoppers see, and how to pause it.