Strategy Scenario Planner: what this AI agent does and how to use it
Models what-if scenarios such as a price cut or a channel shift, showing the volume needed to break even. Who it's for, the questions it answers, the data it needs and how to switch it on.
Try the Strategy Scenario Planner live demo →
What it does
A weekly business review that pulls the key numbers and explains them. The Strategy Scenario Planner agent is the specialist for this job: models what-if scenarios such as a price cut or a channel shift, showing the volume needed to break even.
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:
- "What if we cut sportswear prices by 10%?"
- "What if online grows to 75% of sales?"
- "Scenario: 5% price rise on accessories"
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:
- Sales analytics by category, channel or period
- Read-only sql over your retail data (sandboxed per workspace)
- 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
Orders, Order lines, Products. 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
- Weekly Business Review: Executive one-pager on sales, assortment and operational highlights with recommendations.
- Peak Trading War Room: A live peak-trading view of sales, stock risks and fulfilment backlog for leadership.
- Board Meeting Prep: Drafts a board pack summary: trading, top categories, stock risks and the decisions to take.
- Country Performance Digest: Compares trading across your countries and cities: revenue, orders, basket and growth, with the drivers explained.
- Brand Portfolio Reviewer: Ranks the brands you sell by revenue, growth, returns and range size to guide where to invest or cut.
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 Strategy Scenario Planner 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
Strategy & Growth
Strategy Scenario PlannerModels what-if scenarios such as a price cut or a channel shift, showing the volume needed to break even.
Strategy & Growth
Weekly Business ReviewExecutive one-pager on sales, assortment and operational highlights with recommendations.
Strategy & Growth
Peak Trading War RoomA live peak-trading view of sales, stock risks and fulfilment backlog for leadership.
Strategy & Growth
Board Meeting PrepDrafts a board pack summary: trading, top categories, stock risks and the decisions to take.
Strategy & Growth
Country Performance DigestCompares trading across your countries and cities: revenue, orders, basket and growth, with the drivers explained.
Strategy & Growth
Brand Portfolio ReviewerRanks the brands you sell by revenue, growth, returns and range size to guide where to invest or cut.
Strategy & Growth
Market Expansion ScoutFinds where the next store should go: customer demand and online sales per city against your store footprint.
Strategy & Growth
New Store Sales ForecastForecasts first-year sales for a proposed store from demand in that city and analogue markets.
More about Executive & strategy
Country Performance Digest: what this AI agent does and how to use it
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