AI agents

SOP Writer: what this AI agent does and how to use it

Turns a process description or policy into a clear step-by-step standard operating procedure for stores. Who it's for, the questions it answers, the data it needs and how to switch it on.

4 Nov 2026 · 2 min read

Try the SOP Writer live demo →

What it does

The SOP Writer agent is the specialist for this job: turns a process description or policy into a clear step-by-step standard operating procedure for stores.

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:

  • "Write an SOP for processing a store return"
  • "Turn our delivery policy into a checklist for staff"
  • "SOP for handling a damaged item complaint"

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:
  • Search over your policies and faqs, with citations
  1. It answers from your data, in your brand voice and currency, and shows which tools it used.
  2. 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

Knowledge docs. As soon as this table is 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

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 SOP Writer 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.

New to ServiceBuddy? Start with how onboarding works.

#sop writer#learning#ai agent

See it on your own catalog. Explore the agents

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