Ecommerce agents have unique attributes that enable them to follow through on a task and deliver results that will make an impact on your business. These attributes are:
Role (What job should they do)
Describe, in natural language, the job you want an agent to do. For example, if you notice an item is underselling, you can task an ecommerce agent to create a new merchandising or promotion strategy. Then, the agent will search for semantically related resources in your business metadata. Based on contextual awareness of how your business works, the agent will autosuggest topics and actions for completing the project or task.
Data (What knowledge can they access)
An agent is only as good as the data it can access. Trusted data is the information the agent needs to carry out its role. If you tasked an agent with creating a new merchandising strategy for an underperforming item, the agent might need access to sales data, customer reviews, inventory details, and more. Depending on the task you give an agent, data could also include in-store data, PIM, ratings and reviews, company knowledge articles, CRM data, and more. This means you will need to consider privacy and security as you enable agents to ingest business and customer data.
Actions (What capabilities do they have)
Actions are the predefined tasks an agent can execute to do its job based on a trigger or instruction. For example, it could run a flow, prompt template, or Apex. For example, a merchant can deploy an agent to create a promotion that liquidates excess inventory, targeted to a particular customer group. For many merchants, creating a promotion is a very manual task — and it often leaves money on the table. Agents can intelligently set promotions that meet your business goals and drive customer lifetime value.
Guardrails (What shouldn’t they do)
When you create an agent, you know exactly what you want them to do. But you also need to think about guardrails and define, precisely, what you don’t want them to do. These can be natural-language instructions to escalate to a human, or could come from built-in security features, such as Salesforce’s Einstein Trust Layer.
Channel (Where do they work)
Channels are the applications where agents can do work. This can be your website, messaging app - like WhatsApp, CRM, mobile app, Slack, and more.