Cut service costs

Cut service costs

Stop reps from toggling between CRM, OMS, WMS, and payments for every issue. Orchestrated AI agents unify context, auto-resolve exceptions, and validate returns to cut handle time, reduce cost per interaction, and clear queues without adding headcount.

Reduce fraud exposure

Reduce fraud exposure

Slash losses from fraud and revenue drain from returns abuse. Score transactions across POS and e-commerce, flag refund patterns, trigger step-ups, and compile dispute evidence with agentic automation to catch fraud earlier, cut chargebacks, and prevent legitimate customers from getting blocked.

Grow operational capacity

Grow operational capacity

Connect your retail stack without adding staff to handle invoices, reconciliations, and store credit workflows. Intelligently automate capture, three-way matching, cash application, and KYC with compliance checkpoints to cut invoice costs, improve close speed, and scale capacity.

Where AI agents work in retail

  • Customer Service
  • Fraud Detection & Prevention
  • Store Credit & Loans
  • Inventory & Fulfillment
  • Pricing & Promotions
  • Back-Office Operations

Customer Service

Reps toggle between systems on every interaction. Unify context, surface next-best actions, and auto-resolve order and returns issues with APA to cut handle time, repeat contacts, and clear queues.

  • Omnichannel intake
  • Agent co-pilot
  • Next best action
  • Email triage
  • Sentiment routing
  • Returns approval
  • Knowledge surfacing

Fraud Detection & Prevention

Reduce fraud losses. Automatically score transactions across POS and ecommerce, flag refund abuse patterns, trigger step-ups, and auto-compile chargeback evidence to catch fraud earlier and cut losses.

  • Transaction scoring
  • Identify checks
  • Refund abuse prevention
  • Bot order flags
  • Risk casework

Store Credit & Loans

Drive revenue, backlog-free. Intelligently handle intake, KYC, credit checks, and disputes with compliance checkpoints to speed approvals, maintain audit trails, and meet fair lending requirements.

  • Pre-qual screening
  • Application capture
  • KYC verification
  • Dispute resolution
  • e-OSCAR responses
  • Payoff calculation

Inventory & Fulfillment

Eliminate stockouts and overstock. Apply APA to forecast demand, plan replenishment, and route orders to balance inventory, cut carrying costs, and improve delivery rates without manual updates.

  • Demand forecasting
  • Replenishment planning
  • Store transfers
  • Pick pack ship
  • Slotting optimization
  • Carrier selection
  • Delivery exceptions

Pricing & Promotions

Avoid pricing errors and MAP violations. Update prices, validate promos, track competitors, and flag compliance issues with AI agents to protect margin and maintain vendor trust.

  • Price governance
  • Markdown planning
  • Promo setup
  • Coupon validation
  • MAP compliance
  • Price change alerts
  • Competitive tracking

Back-Office Operations

Reduce the cost of operations. Agentic automation captures invoices, matches POs, applies cash, and reconciles to cut costs, speed financial close, and free teams for strategic work.

  • Invoice capture
  • Three-way match
  • Price updates
  • Catalog sync
  • Vendor onboarding

Proven results in retail and CPG

Cargill
Cargill

“Our accumulated savings to date is $19M, and from idea to project conversion we’ve captured 700 opportunities.”

Bonnie Dallum,
Global Intelligent Automation CoE Lead

RTop
RTop
  • $2M+ annual savings
  • 65K invoices processed/year
  • 85 seconds AHT
Ahold
Ahold

“With RPA, we can now automate processes without requiring changes from our vendors. It’s opened a new world of opportunity.”

Linda Banks,
RPA Manager

Frequently asked questions

How does retail automation cut customer service costs?

Retail automation cuts customer service costs by orchestrating AI agents, bots, APIs, and human-in-the-loop to unify context across CRM, OMS, WMS, and payments, auto-resolve exceptions, and validate returns. This cuts handle time, reduces cost per interaction, and clears queues without adding headcount by eliminating system toggling for every issue.

What fraud detection capabilities does retail automation provide?

Retail automation provides fraud detection by having orchestrated AI agents score transactions across POS and ecommerce, flag refund abuse patterns, trigger step-ups, and auto-compile chargeback evidence. This catches fraud earlier, cuts chargebacks, and prevents legitimate customers from getting blocked.

How does retail automation handle store credit and loans?

Retail automation handles pre-qual screening, application capture, KYC verification, dispute resolution, e-OSCAR responses, and payoff calculations. Orchestrated AI agents and bots manage intake, credit checks, and disputes with compliance checkpoints to speed approvals, maintain audit trails, and meet fair lending requirements.

Can retail automation improve inventory and fulfillment?

Retail automation improves inventory and fulfillment through orchestrated agentic workflows that forecast demand, plan replenishment, manage store transfers, handle pick pack ship, optimize slotting, select carriers, and manage delivery exceptions. This eliminates stockouts and overstock while cutting carrying costs and improving delivery rates.

What pricing and promotions tasks can retail automation perform?

Retail automation performs price governance, markdown planning, promo setup, coupon validation, MAP compliance monitoring, price change alerts, and competitive tracking. It employs AI agents within orchestrated workflows to update prices, validate promos, track competitors, and flag compliance issues to protect margin and maintain vendor trust.

How does retail automation support back-office operations?

Retail automation supports back-office operations by capturing invoices, performing three-way matching, updating prices, syncing catalogs, and onboarding vendors. Agentic process automation orchestrates AI agents and bots to handle these tasks with compliance checkpoints to cut invoice costs, improve close speed, and scale capacity.

Can retail automation integrate across the retail technology stack?

Retail automation integrates across CRM, OMS, POS, payments, and risk engines with purpose-built AI agents orchestrated within agentic workflows that guide service, score fraud, process store credit and loans, and clear queues. This connects and orchestrates the entire retail stack without adding staff.

How does retail automation improve customer service agent productivity?

Retail automation improves service agent productivity through agentic process automation that handles omnichannel intake, acts as agent co-pilot, recommends next best actions, triages emails, routes based on sentiment, approves returns, and surfaces knowledge. This reduces cost-to-serve while improving customer satisfaction.

How can agentic solutions work for you?

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