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Retail & E-commerce

Agentic AI Implementation Guide

Document ID: B7-RETAIL-ECOMMERCE
Version: 1.0
Category: Industry Vertical


Sector Overview

CharacteristicDescription
Decision VelocityVery Fast (real-time pricing, inventory)
Transaction VolumeVery High (millions daily)
Personalization NeedCritical differentiator
SeasonalityExtreme (holidays, sales events)
Margin PressureHigh (competitive pricing)
Customer ExpectationsInstant, omnichannel

Primary Use Cases

1. Intelligent Product Discovery (GS + LSR)

Application: Conversational shopping assistant

Paradigm: GS (product retrieval) + LSR (recommendations)

Flow:
1. Customer describes need (natural language)
2. GS retrieves matching products from catalog
3. LSR synthesizes personalized recommendations
4. Follow-up questions refine selection
5. Add to cart with confidence

Knowledge Base:
- Product catalog with attributes
- Customer purchase history
- Reviews and ratings
- Inventory status
- Promotion rules

Example Interaction:

Customer: "I need a laptop for my teenager who does 
gaming and homework"

Agent: Based on your needs, I recommend:
1. [Product A] - Best balance of gaming/productivity
2. [Product B] - Budget-friendly option
3. [Product C] - Premium performance

Your teen's friend purchased [Product A] last month
and rated it 5 stars. Currently 15% off.

ROI Metrics:

  • 25% increase in conversion rate
  • 35% increase in average order value
  • 50% reduction in product return rate

2. Dynamic Pricing Optimization (EP + VE)

Application: Real-time price optimization

Paradigm: EP (strategy) + VE (execution)

EP Phase - Strategy Development:
- Analyze competitor pricing
- Evaluate inventory levels
- Consider demand signals
- Factor in margin targets
- Test pricing hypotheses

VE Phase - Price Execution:
- Validate against pricing rules
- Check MAP compliance
- Verify margin floors
- Apply approved changes
- Log all decisions

Constraints:
- Minimum margin requirements
- MAP/MSRP compliance
- Geographic restrictions
- Channel consistency

3. Customer Service Automation (GS + EP)

Application: Full-service customer support

Tier 1: GS Agent (80% of inquiries)
- Order status inquiries
- Return policy questions
- Product information
- Basic troubleshooting

Tier 2: EP Agent (15% of inquiries)
- Complex returns/exchanges
- Multi-order issues
- Complaint resolution
- Exception handling

Tier 3: Human Agent (5% of inquiries)
- Escalated complaints
- High-value customers
- Sensitive situations

Automation Targets:

Inquiry TypeAutomation Rate
Where's my order?95%
Return initiation85%
Product questions80%
Complaints40%
Billing disputes30%

4. Inventory Management (EP)

Application: Demand forecasting and replenishment

Paradigm: EP (adaptive planning)

Inputs:
- Historical sales data
- Seasonality patterns
- Promotional calendar
- External signals (weather, events)
- Supplier lead times

Outputs:
- Demand forecasts by SKU/location
- Reorder recommendations
- Allocation optimization
- Stockout risk alerts

Learning Loop:
- Compare forecast to actual
- Identify error patterns
- Adjust models
- Improve over time

5. Personalized Marketing (LSR + GS)

Application: Individualized marketing content

Phase 1 (GS): Customer Understanding
- Purchase history analysis
- Browse behavior patterns
- Segment identification
- Preference inference

Phase 2 (LSR): Content Generation
- Personalized email copy
- Product recommendations
- Promotional messaging
- Subject line variants

Compliance:
- CAN-SPAM requirements
- Unsubscribe handling
- Data privacy (CCPA/GDPR)

Architecture Pattern

Real-Time Commerce Stack

┌─────────────────────────────────────────────┐
│ Customer Touchpoints │
│ (Web, Mobile, In-Store, Social, Chat) │
└─────────────────────┬───────────────────────┘

┌─────────────────────▼───────────────────────┐
│ Experience Orchestrator │
│ (Route to appropriate agent/service) │
└─────────────────────┬───────────────────────┘

┌─────────────────┼─────────────────┐
▼ ▼ ▼
┌─────────┐ ┌─────────┐ ┌─────────┐
│ Product │ │ Customer│ │ Pricing │
│Discovery│ │ Service │ │ Agent │
│ Agent │ │ Agent │ │ │
└────┬────┘ └────┬────┘ └────┬────┘
│ │ │
┌────▼───────────────▼───────────────▼────┐
│ Commerce Data Layer │
│ (Products, Customers, Orders, Pricing) │
└──────────────────────────────────────────┘

Peak Load Handling

class RetailAgentScaler:
"""Auto-scale agents for peak events"""

def __init__(self):
self.baseline_capacity = 1000 # requests/minute
self.peak_multiplier = 10

def scale_for_event(self, event_type):
multipliers = {
'black_friday': 10,
'cyber_monday': 8,
'prime_day': 6,
'flash_sale': 5,
'normal': 1
}

capacity = self.baseline_capacity * multipliers.get(event_type, 1)

# Use faster/cheaper models during peak
if event_type in ['black_friday', 'cyber_monday']:
self.model_tier = 'haiku' # Speed over quality
else:
self.model_tier = 'sonnet'

ROI Framework

Revenue Impact

Use CaseTypical Impact
Product discovery+15-25% conversion
Personalization+20-35% AOV
Dynamic pricing+5-15% margin
Cart abandonment+10-20% recovery

Cost Reduction

AreaTypical Savings
Customer service40-60% cost reduction
Manual repricing80% time savings
Returns processing30-50% efficiency gain

Quick ROI Calculation

Monthly Transactions: 1,000,000
Average Order Value: $75
Current Conversion Rate: 2.5%

With Agentic AI:
- Conversion improvement: +20% → 3.0%
- AOV improvement: +15% → $86.25

Monthly Revenue Impact:
Before: 1M × 2.5% × $75 = $1,875,000
After: 1M × 3.0% × $86.25 = $2,587,500
Lift: $712,500/month = $8.55M/year

Implementation Priorities

Phase 1: Quick Wins (Weeks 1-4)

  1. FAQ automation (GS)
  2. Order status inquiries (VE)
  3. Basic product search (GS)

Phase 2: Revenue Drivers (Weeks 5-12)

  1. Conversational commerce (GS + LSR)
  2. Personalized recommendations
  3. Cart abandonment recovery

Phase 3: Optimization (Weeks 13-20)

  1. Dynamic pricing
  2. Inventory optimization
  3. Advanced personalization

Document maintained by CODITECT Retail Practice