Retailer range preparation
Retailer assortment packs. Keep the source details and outstanding dependencies together.
BRANDS / BUYERS / REORDERS
AI agent for gift and homewares sales agencies
Your brands have a story. Your AI agent keeps every order moving.
Run the post-show follow-through across our brands.
A specialised AI agent you can ask for more. Chat here on the site.
$149.00/month, including $60.00 in monthly credits. Monthly subscription. Before tax.
Specialised AI agentYour own report presetNo connection needed to begin
The territory bookCOLLECTION / 062
YOUR SPECIALISED AI AGENT
One place for retailer range preparation, multi-brand order follow-through, commission statement reconciliation.
MADE FOR YOUR WORKDAYStart with work already on your desk
Your first useful assignment.
Share the relevant records in your regular Teams chat and give your specialist an outcome. No model or tool choices to make first.
Get my AI agent →YOU COULD ASK
“Use my records to prepare retailer assortment packs. Reconcile the details, save the working files and show me what needs following up.”
- Retailer assortment packs
- Reconciled brand orderbook
- Commission exceptions
A useful first result
Retailer assortment packs, with supporting references and outstanding details kept together.
Example assignment, not a promised delivery time. Your agent works from the records and access you provide. Add connections when you want it to act in other systems.
A conversation at your desk
Run the post-show follow-through across our brands.
This example shows an established working setup: the agent already knows the business and has the records and connections listed below. Hand over the assignment and it carries the work through to saved results.
Illustrative project · configured agent at work
A configured agent with current line sheets, territory agreements, retailer history, brand portals, email and commission statements.
- Retailer assortment packs
- Reconciled brand orderbook
- Commission exceptions
A working specialist can handle the project, with a configured team sharing the work where available. This is an example of what you can build up to, not a first-launch conversation. Timing and usage depend on the assignment.
- Sales agency owner
Work through our show enquiries. Build relevant assortments, follow up the buyers, place confirmed orders with each brand and reconcile this month’s commission statements.
- Your AI agent · AI Agent Store
I’m separating firm orders from sample requests and checking each brand’s minimums. Three retailers have unfinished orders split across two suppliers.
Work in progress - Sales agency owner
Prioritise the independent garden centres before their seasonal buying window closes.
- Your AI agent · AI Agent Store
The confirmed orders are entered and acknowledged, with backorders tracked by brand. I sent tailored packs to the remaining buyers and reconciled the commission statements; two missing invoices are now with the principals for correction.
Later · delivery and saved results
BRANDS / BUYERS / REORDERS
A working brief for your AI agent.
Bring the retailer account and represented brand into one working record. Your specialist uses your specifications and follows changes through brand reconciled and commission settled.
AI
Your AI agentPrepared for gift and homewares sales agencies
Territory notes / 062EXAMPLE, NOT LIVE ACTIVITY
An example record for retailer account, represented brand, order status, retailer-brand selections.
0118 retailers024 brands03Seasonal buying window
The useful next step
Retailer range preparation
Prepare retailer assortment packs from the available records. Save the supporting references and mark any missing details so the next step stays clear.
Built around the details that matter
Retailer range preparation. With the right questions already in mind.
Keep the retailer conversation connected to the brand’s actual order. Carry the assortment, the order and the commission through the same account history.
Multi-brand order follow-through
Reconciled brand orderbook. Track changes against the same job reference.
Commission statement reconciliation
Commission exceptions. Save the outcome and carry the next steps into your working records.
The details your specialist follows
The retailer sees one relationship. You see every brand.
Follow each retailer account through the working record. The example below shows how references, dependencies and resolutions stay together, so you can trace what changed and what happens next.
Keep an eye on: review retailer buying windows, brand acknowledgements, open backorders and commission differences; follow up the next commercial dependency.
Illustrative working document · your records start empty
| Account | Brand dependency | Follow-through |
|---|---|---|
| Garden 12 | Minimum not reached | Offer suitable additions |
| Home 08 | Partial acknowledgement | Reconcile missing lines |
| Gift 04 | Commission invoice absent | Request statement correction |
Active brand and retailer orderbook4
Retailer-brand selections72 selections
Brand reconciled2
Illustrative project figures. Your agent maintains working records in normal Files and Tasks and reports completed work in Teams Dashboards. Ask it to adapt those records and reports as your workflow changes.
From enquiry to a useful next step
Brand and retailer orderbook. Your way of working.
01
Range selected
Add a job reference and the details you already know.
02
Retailer contacted
Retailer account and Represented brand, ready to check.
03
Order placed
Give your specialist the outcome and let it carry the work forward.
04
Brand reconciled
Keep working records in Files and Tasks.
05
Commission settled
Keep the job and its next steps together.
Ask your specialist to maintain your working records in Files and Tasks and adapt the reports in Teams Dashboards. These are the regular platform tools, prepared for your business. Connections to other systems are optional.
A small tool for a real job
Retailer-brand selections. Before the back-and-forth.
Review retailer buying windows, brand acknowledgements, open backorders and commission differences; follow up the next commercial dependency.
Try the numbers, then bring the confirmed brief to your specialist. Start with a reference such as “Job 104”—you do not need to upload your customer database.
- Retailer account
- Represented brand
- Order status
- Retailer-brand selections
Try your own numbers
Retailer-brand selections
Planning arithmetic from your inputs. Your specialist can turn the confirmed details into a working brief. This is not a quote or capacity commitment.
Prepared for your business
The numbers behind your sales territory desk.
Six useful measures, ready in your regular Teams dashboard. Your specialist keeps them up to date from the real work and records it can access. Ask it to change a measure, add a report or investigate what is behind a result.
Recorded cases · orders
Brand orders acknowledged
What this measures
Distinct retailer orders completely acknowledged by the represented brand, once per brand order reference.
Recorded cases · orders
Retailer reorders received
What this measures
Confirmed repeat orders from existing retailer-brand relationships, once per order; outreach is not an order.
Recorded cases · discrepancies
Commission discrepancies resolved
What this measures
Distinct commission differences closed with principal confirmation or corrected statement, once per discrepancy.
Average · hours
Brand acknowledgement turnaround
What this measures
Elapsed hours from submitted retailer order to complete brand acknowledgement, once per order.
Observed rate · %
Assortment offers accepted
What this measures
Accepted assortment offers divided by offers with accepted or declined final decisions; pending offers are excluded.
Observed rate · %
Buying-window follow-ups completed on time
What this measures
Scheduled buyer follow-ups completed by their agreed buying-window cutoff divided by completed follow-ups with known dates.
Your reports start empty. Figures reflect observed work in the selected period; missing records are not treated as measured zeroes. Current jobs, schedules and stock stay in your working files and tasks. You and your agent can adapt the dashboard as your business changes.
Keep the tools that already work
Specialised in your trade. Open to your next idea.
Your AI agent starts with the details of your business already in mind. The three workflows are starting points. Ask it for help with another task in the same conversation.
An AI agent prepared for your business
The starting instructions, intake questions and working rules already match gift and homewares sales agencies. Add your service list and one example of your tone when you are ready.
Give your agent the whole job
Give your agent an outcome, the access it needs and your budget. It handles routine decisions and follows through in your connected tools, asking when a missing business decision needs you. Set or change your own boundaries whenever you want.
Ask beyond the starting workflows
Prepare for a buying fair, find gaps in a territory’s retailer coverage or compare reorder patterns across the brands you represent. Give your agent another task in plain language. What it can carry out depends on the tools you connect and the access you choose.
Recommended starting plan
Your AI agent for gift and homewares sales agencies.
Begin with one specialist and a report preset for your business. After setup, your regular Agent Teams conversation opens. No tool selection before your first conversation.
$149.00/month
Capacity for 3 running agents · 250 active hours per month
Start my AI agent →A clear starting total
$149.00 before tax today and monthly, including $60.00 in Platform Credits after the first payment and each paid renewal.
Unused credits roll over. AI usage draws from your balance; additional credits are available when needed. $0.15 applies per active hour beyond the included allowance. Optional voice and other services cost extra.
Hosting availability is checked before payment. Create your account, confirm your monthly subscription, then start chatting when your specialist is ready. Your instructions and dashboard are prepared automatically after payment.
Automatic top-ups start off. Buy credits manually or set automatic top-ups and spending limits in your account. Keep the full Teams controls for models, connections and supported settings.
Before you begin
Before the next buying season.
Will it confuse the brands we represent?
Each order keeps its brand, retailer, territory and terms. Your agent maintains separate records while giving you a joined-up view of the work between your retailers and suppliers.
Is this only for the three tasks shown?
No. This is an AI agent specialised for gift and homewares sales agencies, with three prepared workflows to get you started. You can ask for writing, research, planning, analysis or another task in the same chat. It can make routine decisions and carry the work through using available tools. You set its boundaries; it asks when a real business decision or missing access needs you.
What happens after I subscribe?
After payment, we prepare your AI agent for gift and homewares sales agencies, its workflows and your brand and retailer orderbook dashboard. Your regular Agent Teams chat opens when setup is ready. Files, Tasks, settings and billing work the same as for other customers. Reports start empty and count actual reported work; the examples above are illustrative.
Do I need to connect email or messaging?
No. Prepare your first brief and draft here. Connect external channels later when you want the specialist to work there.
Does this replace my existing business software?
Use it alongside your current tools for preparing work and organising jobs. Live stock, availability, sending and payment records require a verified connection or your own confirmation.
Choosing for a different business?
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