Opening & Closing Checklist: what this AI agent does and how to use it
Guides staff through store opening and closing routines, with times from each store's hours. Who it's for, the questions it answers, the data it needs and how to switch it on.
Try the Opening & Closing Checklist live demo →
What it does
Store associates need fast, practical answers on the shop floor: stock, policies and what to show a returning customer. The Opening & Closing Checklist agent is the specialist for this job: guides staff through store opening and closing routines, with times from each store's hours.
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:
- "Opening checklist for the London store"
- "What do we do at closing time?"
- "Closing checklist for a Sunday in New York"
The live demo shows these as sample prompts in your language, on a fictional store's data.
How it works
- It understands the question in the language it was written in, even when your catalog is in another language.
- It looks things up with tools, never from memory:
- Store finder with live opening hours
- Search over your policies and faqs, with citations
- It answers from your data, in your brand voice and currency, and shows which tools it used.
- 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
Stores, Knowledge docs. 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
- Store Staff Copilot: Store associates ask about products, policies, stock and hours from the shop floor.
- Clienteling Assistant: Prepares a client brief (tier, past orders) and suggests products to show a returning customer.
- Visual Merchandising Guide: Suggests what to put in windows and front tables from best sellers, stock and current promotions.
- Stock Count Assistant: Plans cycle counts by location and value, prioritising fast sellers and suspicious stock.
- Size Availability Gap Checker: Finds best-selling styles with key sizes missing in stock so the team can transfer or reorder.
Your team can use them side by side in the console, or call each one through the API.
Turn it on
- Load the data it needs.
- Install Opening & Closing Checklist from the Agent catalog and add your own instructions (guide).
- Test it in the Playground, in every language you serve.
- Invite your team or call it from your own systems.
New to ServiceBuddy? Start with how onboarding works.
Try it, and related AI Agent Buddies
Store & Service Operations
Opening & Closing ChecklistGuides staff through store opening and closing routines, with times from each store's hours.
Store & Service Operations
Store Staff CopilotStore associates ask about products, policies, stock and hours from the shop floor.
Store & Service Operations
Clienteling AssistantPrepares a client brief (tier, past orders) and suggests products to show a returning customer.
Store & Service Operations
Visual Merchandising GuideSuggests what to put in windows and front tables from best sellers, stock and current promotions.
Store & Service Operations
Stock Count AssistantPlans cycle counts by location and value, prioritising fast sellers and suspicious stock.
Store & Service Operations
Size Availability Gap CheckerFinds best-selling styles with key sizes missing in stock so the team can transfer or reorder.
Store & Service Operations
Store Task ManagerTurns a head-office instruction into tasks for each store, with local deadlines from their time zones and hours.
More about Store operations
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Size Availability Gap Checker: what this AI agent does and how to use it
Finds best-selling styles with key sizes missing in stock so the team can transfer or reorder. Who it's for, the questions it answers, the data it needs and how to switc…
Stock Count Assistant: what this AI agent does and how to use it
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