AI Agents for Retail and E-commerce

Intelligent Product Journeys Connected to Operations

We design agents that help customers discover the right products, resolve order questions, coordinate returns, and monitor inventory — each one connected to your commerce and fulfilment systems, and each one operating inside permissions your team defines.

01

Operating Context

H
How This Industry Operates

Retail and e-commerce teams operate across more surfaces than ever: a storefront, marketplaces, social channels, email, and support inboxes — each generating questions that pull staff away from higher-value work. The questions themselves are rarely novel. Does this fit? Where is my order? Can I return this? The answers exist, but they sit in a commerce platform, a PIM, a warehouse system, and a carrier portal that rarely talk to each other.

That fragmentation is where journeys break. A shopper who cannot get a sizing answer late at night abandons the basket. A support rep who has to open four systems to answer one tracking question resolves fewer tickets. A storefront showing stock the warehouse no longer holds produces the worst outcome in commerce: a confirmed order that cannot ship.

Alpha Expansion builds agents that sit across those systems — reading from live, approved sources, preparing actions for confirmation, and executing approved workflows within the permissions your team defines. Customers get faster answers, and your team keeps control of every order, refund, and record.

02

Operational Challenges

Where the Work Slows Down

Repetitive Product Questions

Sizing, compatibility, materials, care — the same questions arrive every day, and every answer already exists in your product data, unreachable at the moment a customer asks.

Catalogue Complexity

Thousands of SKUs, variant matrices, and seasonal ranges make filter-based navigation a chore. Customers who cannot find the right product quickly assume it does not exist.

Abandoned Journeys

Shoppers leave at the exact moment a question goes unanswered — a delivery date, a returns condition, a specification — and rarely come back to ask it a second time.

Fragmented Order Support

Order status lives across the commerce platform, warehouse, and carrier. Answering "where is my order" means a support rep swivelling between systems while the customer waits.

Manual Return Handling

Every return means checking eligibility, generating a label, tracking the item back, and timing the refund — policy-bound steps that get handled case by case, by hand.

Inventory Uncertainty

When the storefront and the warehouse disagree, you either oversell stock you do not have or hide stock you do — and both cost real orders.

03

Purpose-Built Agents

Six Agents Designed Around This Work

01

Product Discovery Agent

Turns a large catalogue into a guided conversation, narrowing thousands of SKUs to the handful that fit what a customer actually needs.

Responsibilities
Receives a customer's need in their own words and maps it to catalogue attributes — category, size, material, compatibility, price range
Retrieves matching products from the PIM and commerce platform, filtered against live stock
Prepares side-by-side comparisons of shortlisted items using specification data from approved product records
Records which attributes drove each recommendation, giving merchandising a view of what customers actually ask for

Commerce platform, PIM, inventory, analytics

Recommendations come only from the approved catalogue — any product claim the agent cannot verify in the PIM is routed to a person rather than guessed.

02

Shopping Assistant

Supports customers through the pre-purchase journey, answering the questions that stall decisions and preparing the basket for them to complete.

Responsibilities
Checks size guides, delivery options, and promotion terms against current policy sources before answering
Retrieves delivery estimates for the customer's location from the fulfilment system
Prepares a basket or saved list from the customer's selections, left for the customer to review and complete
Flags low-stock or discontinued items in a basket before the customer reaches checkout

Commerce platform, PIM, fulfilment, promotions engine

Checkout and payment stay entirely with the customer; the assistant prepares the basket but never places an order or handles payment details.

03

Order Support Agent

Resolves order-status and order-change questions by reading directly from the systems where the answers actually live.

Responsibilities
Receives an order number or account email and verifies it against the commerce platform before disclosing any detail
Retrieves shipment events from warehouse and carrier systems and translates them into a plain-language status
Prepares cancellation or address-change requests while the order is still inside the fulfilment window, queued for confirmation
Routes damaged-item reports and payment disputes to your support team with the full order context attached
Records every lookup and answer in the support platform so conversation history stays complete

Commerce platform, warehouse management, carrier tracking, customer support, CRM

Any change that alters an order — cancellation, address edit, resend — executes only through an approved, logged workflow, and payment disputes always go to a person.

04

Returns Agent

Coordinates the returns process from eligibility check to refund, keeping every step inside your published policy.

Responsibilities
Checks each request against the live returns policy — window, condition, category exclusions — before anything is promised
Prepares the return authorization and shipping label through the fulfilment system for eligible items
Updates the order record as the item moves from requested to received to inspected
Routes final-sale disputes, missing-item claims, and unusual return patterns to a team member with the case history attached

Commerce platform, fulfilment, warehouse, payments, customer support

Refunds execute under explicit authorization rules your team sets — automatic only where you allow it, human-approved everywhere else, and logged in every case.

05

Inventory Monitoring Agent

Watches stock across storefront, warehouse, and sales channels, and raises discrepancies before customers ever see them.

Responsibilities
Checks storefront stock counts against warehouse records on a schedule and flags divergence before it becomes an oversell
Flags SKUs trending toward stock-out, naming the affected listings and sales channels
Prepares reorder summaries for buying teams, grouped by supplier and lead time
Routes anomalies that suggest a systems fault — negative stock, phantom SKUs — to operations instead of adjusting figures itself

Inventory management, warehouse, commerce platform, marketplace channels, analytics

This agent reports and flags; stock adjustments and purchase orders remain human decisions, taken from the summaries it prepares.

06

Customer History Agent

Assembles each customer's full history so every conversation — human-led or agent-led — starts with complete context.

Responsibilities
Retrieves order history, return record, and prior conversations from the CRM and support platform when a customer makes contact
Prepares a context brief for whichever agent or team member handles the conversation next
Checks loyalty tier and customer-level policies before any answer is given
Records new preferences and consent choices back to the CRM under your retention rules

CRM, customer support, commerce platform, analytics

Customer data is retrieved for the conversation at hand and nothing more — profile changes beyond routine updates are confirmed with the customer before they are written.

04

Example Workflow

One Request, End to End

1
Need Understood
A customer describes what they are looking for in their own words, and the agent maps it to catalogue attributes.
2
Catalogue Filtered
The agent queries the PIM and commerce platform, narrowing thousands of SKUs to relevant, in-stock candidates.
Context ExplainedHuman approval
Specifications, sizing, compatibility, and policy details are drawn from approved product records and explained plainly.
4
Availability Checked
Live stock and delivery estimates are verified against inventory and fulfilment systems before anything is promised.
5
Next Step Prepared
The agent prepares a basket, a saved list, or a support action — always for the customer or a team member to confirm.
6
Systems Updated
Confirmed actions write back to the commerce platform and CRM through approved, logged workflows.
7
Fulfilment Visible
Order and shipment status stays available to the customer, pulled from warehouse and carrier systems on request.

05

Systems Landscape

Connected to the Systems That Run the Work

Commerce platforms
Shopify
BigCommerce
WooCommerce
or a custom storefront
Product information management
Akeneo
Salsify
or catalogue data held in your commerce platform
Inventory and warehouse
NetSuite
Cin7
Unleashed
or a dedicated WMS
Fulfilment and shipping
ShipStation
ShipBob
or direct carrier APIs
CRM and customer support
HubSpot
Salesforce
Gorgias
Zendesk
or a custom helpdesk
Payments and analytics
Stripe
Adyen
GA4
or your existing data warehouse

06

Human Control & Governance

Governed From Catalogue to Checkout

In commerce, a wrong answer has a price: an oversold item, a refund outside policy, a delivery promise you cannot keep. Every agent we build answers product, stock, delivery, and policy questions only from live, approved sources — never from memory. Payment and refund operations execute solely under explicit authorization rules your team defines, with every action attributable and reviewable.

Controls Built Into the Architecture
Role-based permissions on every system connection
Approval checkpoints for refunds, cancellations, and order changes
Product, stock, and delivery answers drawn only from live approved sources
Payment and refund operations gated by explicit authorization rules
Complete audit trail of every lookup, answer, and write-back
Customer data boundaries with retention and consent enforced
Evaluation suites built from real catalogue and policy cases
Ongoing monitoring of answer accuracy and escalation patterns
Safe fallback to a team member when confidence drops

07

Questions

Frequently Asked Questions

Map One Retail Workflow

Pick the workflow that consumes the most of your team's day — order status, returns, or product questions — and we will map it with you: the systems it touches, the data it needs, where approval sits, and where a person stays in the loop. From there, you will know exactly what an agent can carry and what it should not.