Retail operations generate thousands of exceptions, disputes, and time-sensitive decisions every week. Existing platforms surface them — but they don't resolve them. The gap between a flag and a closed loop is where margin leaks, deals slip, and teams burn out.
PO Exception Management Agent
Category managers spend 45–90 minutes per exception cross-referencing contracts, emailing suppliers, and updating the ERP. With 300–600 exceptions weekly, the backlog is permanent. Low-value exceptions get rubber-stamped; critical ones get delayed. Stockouts happen while the queue grows.
- Reads incoming EDI 856 / 810 data and flags deviations against live PO terms
- Retrieves supplier contracts to identify applicable SLA clauses and penalty triggers
- Scores urgency against real-time inventory levels and sales velocity
- Auto-resolves low-risk exceptions with ERP notation; escalates nothing that doesn't need a human
- Drafts and sends supplier cure requests; follows up autonomously if unanswered at 24h / 48h
- Simultaneously engages alternate approved suppliers for high-urgency exceptions and requests quotes
- Logs all reasoning and actions in the ERP audit trail for full traceability
Labor savings (2–4 FTE freed) + stockout reduction on affected SKUs for a $500M retailer
Returns Fraud Investigation & Resolution Agent
Fraud scoring tools (Forter, Signifyd) give you a risk number. Someone still decides what to do — then communicates it, updates the OMS, and flags fraud rings. That orchestration layer doesn't exist in any product. Analysts review 20–40 cases per day. The queue always wins.
- Pulls a 360° evidence package: full purchase/return history, device fingerprint, loyalty tier, payment method
- Identifies non-obvious signals: first return after account dormancy, claimed defective with zero prior support contact
- Assigns a disposition: auto-approve, deny, offer store credit, request documentation, or flag for escalation
- Executes the disposition in the OMS and triggers a context-calibrated customer communication
- Adjusts tone automatically: empathetic for high-LTV customers, neutral for moderate risk, firm for confirmed fraud
- Aggregates confirmed patterns across accounts into a fraud ring report for the loss prevention team
Fraud recovery + false-positive reduction (retained high-LTV customers) for a $500M retailer
Trade Promotion Fund Reconciliation Agent
Retailers leave 15–25% of valid supplier deductions uncollected because the dispute cycle outlasts team bandwidth. Finance teams spend months on reconciliation. Disputes expire unchallenged. For a $1B retailer, that can be $5–15M walking out the door annually.
- Ingests post-promo POS scan data and maps it against planned promotional events in the TMS
- Reads supplier trade agreements — including PDFs and email threads — to extract funding rates and compliance terms
- Calculates accurate billback amounts per event, per supplier, per SKU
- Submits formatted deduction claims via the supplier's preferred channel: EDI 844/849, portal API, or email
- Monitors for acknowledgment; follows up automatically at 14 / 30 / 45-day intervals
- On dispute: retrieves the supplier's objection, prepares an evidence-backed counter-response, submits it
- Escalates to a human trade finance manager only when a dispute exceeds $50K or 60 days unresolved
Uncollected deduction recovery for a $1B retailer — one of the highest-ROI agent use cases in retail
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