AI agents for executive & strategy
2 live agents (Weekly Business Review, Peak Trading War Room) and 8 on the roadmap: what each does, the data it needs and the questions it answers.
A weekly business review that pulls the key numbers and explains them.
2 agents you can switch on today
Weekly Business Review
Executive one-pager on sales, assortment and operational highlights with recommendations.
Who it's for: Your team (console, API)
Data it needs: Orders, Order lines, Products
Tools it uses: sales analytics by category, channel or period; assortment and range analytics; read-only SQL over your retail data (sandboxed per workspace)
Ask it, for example:
- "Prepare this week's business review"
- "Summarise our top risks this month"
- "Prepare a one-page update for the CEO"
Peak Trading War Room
A live peak-trading view of sales, stock risks and fulfilment backlog for leadership.
Who it's for: Your team (console, API)
Data it needs: Orders, Order lines, Inventory, Products
Tools it uses: sales analytics by category, channel or period; stock-out risk and days of cover; read-only SQL over your retail data (sandboxed per workspace)
Ask it, for example:
- "Give me the war-room view for the last 7 days"
- "What are the top risks right now?"
- "How is fulfilment keeping up?"
Coming next
- Competitor brief: Monthly digest of competitor moves.
- Market expansion scout: Evaluates new cities/markets from data and demographics.
- Board Meeting Prep: Prepares board briefings with key metrics, risks and decisions needed, drawn from the latest data.
- Strategy Scenario Planner: Models strategic scenarios such as price investment or channel shifts with their financial outcomes.
- Acquisition Target Screener: Screens acquisition targets by strategic fit, financials and synergies for leadership review.
- Transformation Programme Tracker: Tracks transformation initiatives, benefits delivered and risks across the portfolio.
- Brand Portfolio Reviewer: Ranks franchise brands and countries in the portfolio by growth, margin and capital needs to guide exit or expansion.
- Country Performance Digest: Compares trading, margin and cost across operating countries each week with the key drivers explained.
How to turn them on
- Load the data each agent needs (upload, API or, soon, a connector to your e-commerce platform).
- Open Agent catalog in the ServiceBuddy console: agents whose data is present show as ready.
- Install, add your own instructions, and test in the Playground.
Live AI Agent Buddies: Executive & strategy
Executive & strategy
Weekly Business ReviewExecutive one-pager on sales, assortment and operational highlights with recommendations.
Executive & strategy
Peak Trading War RoomA live peak-trading view of sales, stock risks and fulfilment backlog for leadership.
Coming soon: Executive & strategy
Executive & strategy
Competitor briefMonthly digest of competitor moves.
Executive & strategy
Market expansion scoutEvaluates new cities/markets from data and demographics.
Executive & strategy
Board Meeting PrepDrafts a board pack summary: trading, top categories, stock risks and the decisions to take.
Executive & strategy
Board Meeting PrepPrepares board briefings with key metrics, risks and decisions needed, drawn from the latest data.
Executive & strategy
Strategy Scenario PlannerModels strategic scenarios such as price investment or channel shifts with their financial outcomes.
Executive & strategy
Acquisition Target ScreenerScreens acquisition targets by strategic fit, financials and synergies for leadership review.
Executive & strategy
Transformation Programme TrackerTracks transformation initiatives, benefits delivered and risks across the portfolio.
Executive & strategy
Brand Portfolio ReviewerRanks franchise brands and countries in the portfolio by growth, margin and capital needs to guide exit or expansion.
Executive & strategy
Country Performance DigestCompares trading, margin and cost across operating countries each week with the key drivers explained.
Articles about these buddies
Peak Trading War Room: what this AI agent does and how to use it
A live peak-trading view of sales, stock risks and fulfilment backlog for leadership. Who it's for, the questions it answers, the data it needs and how to switch it on.
Weekly Business Review: what this AI agent does and how to use it
Executive one-pager on sales, assortment and operational highlights with recommendations. Who it's for, the questions it answers, the data it needs and how to switch it …
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