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This documents the v1 product. It is kept for integrations already running on it. If you are building something new, start with the Quickstart.

Overview

Voice Agents gives retail businesses automated customer service and sales support through AI conversations. The agents are designed specifically for retail work. Retail AI Agents Overview

How Retail AI Agents Work

A retail AI agent combines a practical knowledge base, automated integrations and several ways for customers to reach it, which makes your store easier and more efficient to run. Knowledge base (what the agent knows)
  • Customer service playbook: Clear steps and friendly scripts for handling common questions and issues
  • Marketing content: Up‑to‑date product details, promotions, and brand messaging
  • Sales playbook: Conversation tips and tactics that help turn interest into purchases
  • Standard operating procedures: Consistent workflows for orders, returns, and fulfillment
  • Training resources: Guides and examples that keep the agent improving over time
Automation and system connections
  • Shopify: Sync orders, check stock, and access customer profiles directly from your store
  • WooCommerce: The same flow for WordPress shops
  • ERP systems: Tie into back‑office systems for pricing, inventory, and fulfillment data
  • CRM / LMS: Use customer histories and training records to personalize responses and improve accuracy
  • Calendar: Book appointments and show availability in real time
  • Email: Send confirmations, follow‑ups, and promotional messages automatically
How customers interact
  • Chat: Website widgets, social DMs, and WhatsApp for quick text conversations
  • Voice: Phone or VoIP interactions for hands‑free support and a more human touch

Why this matters for retail

  • Provide friendly, 24/7 support so customers get answers anytime
  • Scale support and sales without adding staff, since agents handle many conversations at once
  • Keep messaging consistent across channels for a reliable brand experience
  • Automate routine tasks like order processing to reduce manual work and mistakes
  • Offer personalized product suggestions based on customer data
  • Monitor stock in real time and automate reorder alerts to prevent stockouts
You can deploy these agents wherever your customers are: on your website, on social platforms or over the phone.

Abandon Cart Recovery - A Detailed Use Case

Automated abandon cart recovery is one of the most effective uses of Voice Agents in retail. Personalized calls and messages remind customers of the carts they left and help them finish the purchase. How many carts you recover depends on your store, your customers and your offer, so measure it on your own carts. Abandon Cart Recovery Process

How It Works

Recovery runs in these steps:
  1. Find the right customers. The system identifies customers who have abandoned their shopping carts and uses AI filters to pick the best candidates for a call.
  2. Call the customer. A natural-sounding AI agent calls each customer, addresses them by name and mentions the specific items they left in the cart.
  3. Hold the conversation. During the call, the agent tries to:
    • Understand why the customer didn’t complete their purchase
    • Address any concerns or objections they might have
    • Offer personalized solutions or incentives when appropriate
  4. Offer an incentive. Depending on the conversation, the system can generate a personalized discount coupon that is active for a limited time (typically one hour) to create urgency.
  5. Follow up on WhatsApp. After the call, the system sends a WhatsApp message with a direct checkout link and the personalized coupon code, so the customer can complete the purchase from there.
Benefits:
  • Calls tailored to each customer and the items they left behind
  • Help for customers within hours of abandoning their cart
  • An automated system that scales without increasing staff costs
  • Insight into why customers abandon carts, so you can improve your checkout process

Getting Started with Retail AI Agents

Here is a practical way to start using Voice Agents in your retail business, followed by tips for making them work well for your customers. Quick setup (4 steps)
  1. Gather your content. Upload product catalogs, FAQs, return policies and any service guides the agent should know.
  2. Connect your systems. Link Shopify, inventory, CRM or any other tools so the agent can access orders, stock and customer info.
  3. Choose channels. Pick where customers will talk to the agent (website chat, social DMs, WhatsApp, phone). Start with one or two and expand later.
  4. Train and test. Run common scenarios, fine‑tune replies, and have staff test handoffs to humans.
Practical tips
  • Start by automating the highest-volume, repetitive requests (order status, returns, store hours).
  • Make handoffs to human agents smooth and obvious for complex issues.
  • Keep product details and pricing up to date so answers stay accurate.
  • Track customer satisfaction and common failure points to prioritize improvements.
  • Roll out new features gradually based on real customer feedback.
What to expect (ROI) Most retailers see improvements within weeks: faster response times, fewer routine tickets and happier customers. Over time, that leads to better conversion rates and lower support costs, while your team focuses on higher‑value work.