Get to Know Your Merchant Agent
Learning Objectives
After completing this unit, you’ll be able to:
- Describe how Agentforce Merchant Agent helps administrators and merchants engage with customers.
- Explain how you can use your store KPIs and Agentforce Merchant Agent to improve your store operations.
- Explain how Agentforce Merchant Agent simplifies the creation of promotions.
Meet Agentforce Merchant Agent, your own personal merchandising assistant. Merchant Agent helps you analyze your store performance data and develop strategies that maximize product performance, move slow-moving inventory, and increase cart conversion. Merchant Agent is semiautonomous. It makes you more productive with day-to-day tasks by responding to your questions and requests.
Merchant Agent Highlights
Merchant Agent is a time-saving Task Titan that’s as easy to use as chatting with a colleague.
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Always available: Use Merchant Agent 24/7 to gather KPI data or generate promotions.
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Natural language-based: Merchant Agent understands natural conversational language. Ask questions and make a request without complex scripts or code. No need to write dialogs, determine intents, maintain conversation trees, or train large language models (LLMs).
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Easy to set up: Set up Merchant Agent from the Commerce app using a set of easy-to-follow instructions—all clicks, no code.
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A trusted data source: Your trusted store data powers the KPIs and insights you see in Merchant Agent. Our Salesforce Platform Trust Layer keeps your customer data safe by securing all data inquiries.
Watch Merchant Agent in Action
Check out this video of Merchant Agent in action. Then, read on for more details.
Easy Setup and Licensing
To set up Merchant Agent, you activate Salesforce generative AI, Agentforce, bots, and Data Cloud for your store. To learn more, check out Agents and Agent and Agentforce Basics. To learn more about Merchant Agent licensing, see Enable Merchant Agent.
Topics and Actions
To answer questions and respond to requests, Merchant Agent uses preconfigured topics and actions. These two properties are purpose-built for Commerce to generate business insights and create promotions. See Add Merchant Agent Topics.
Gather Business Insight and Create Promotions with Merchant Agent
Merchant Agent can retrieve and summarize average order value (AOV) and conversion rate KPIs for your web store. It can also create promotions based on business insights or individual specifications. All you have to do is ask. Spend a few minutes chatting with Merchant Agent, and it handles these tasks for you. No more combing through tables of data or manually creating promotions. Merchant Agent frees up merchandisers to focus on what’s important—engaging customers and increasing sales.
Talk to Merchant Agent
You interact with Merchant Agent using conversational language, called utterances. An utterance can be any type of human-language text or voice communication, like a question, sentence, or command.
Here are some typical utterances you can use with Merchant Agent.
Business Insights:
- Show me the AOV details for the [Store Name]
- What are the Site Conversion details for the [Store Name]?
Create Promotions:
- Create promotions for [Product Name], offering 25% discount on all orders over US$400, valid until the end August.
- Create Promotion for [Category Name], offering $50 off, on transactions above $250, valid for 2 weeks, start date May 01.
Get Business Insights Through KPIs
Let’s see how this works with an example. Imagine you want to know details about the average order value (AOV) for your B2B store.
Using the prompt, you ask Merchant Agent, “Show me the AOV details for the B2B store.”
From your request, Merchant Agent understands that you’re looking for:
- AOV for your B2B store
- Data insights derived from the AOV KPI
Merchant Agent knows where to find the data it needs and the queries to make to answer your request. If your request is missing information, Merchant Agent asks you for more details. When it has all the details, it analyzes your data and responds with your store AOV and details derived from the AOV data.
For our request, Merchant Agent returns:
- Store AOV: 45.99
- Lowest-performing category: Men’s Printed T-Shirts.
Base Promotions on Business Insights
With Merchant Agent, you can keep the conversation going. It maintains the context of a session, so it can follow up with relevant information. For example, if you want to know how to boost sales in the Men’s Printed T-Shirts category, Merchant Agent can give you suggestions based on the results of your previous requests.
Here’s how.
In the prompt Ask Merchant Agent, “Suggest promotions for Men’s Printed T-Shirts.” Merchant Agent matches your request with the context of your current session and finds predefined promotion templates in Salesforce Commerce that address the business need. It returns a list of promotions designed to increase sales in the Men’s Printed T-Shirts category.
Choose the promotion you want to use, and Merchant Agent automatically creates the promotion, including the promotional text, terms and conditions, and backend configuration.
All that’s left for you is to review the promotion details and make any changes you need before sending it out on your website, in emails, or on social media.
Specify a Promotion
You can also ask Merchant Agent to create a promotion using the details you specify.
For example, in the prompt ask, “Create promotion for Men’s Generic Rock Band Printed T-Shirts, offering 25% discount on all orders over $300, assign to all buyers, valid until the end of the September.”
Merchant Agent creates a promotion that matches your request. Just review and activate it.
With Agentforce Merchant Agent, you can access business insights and create effective promotions easily. Its natural language interface simplifies complex tasks, without manual data sifting or complex calculations. This simplified process makes your commerce decision-making more agile and informed, and saves you time–time better spent running your business.
Resources
- Salesforce Help: Standard Agent Action Reference
- Trailhead: Einstein Agents and Copilot Basics
- Salesforce Help: Agentforce: Agents and Copilots
- Salesforce Help: Merchant Agent for Commerce
- Salesforce Help: Enable Merchant Agent
- Salesforce Help: Add Merchant Agent Topics
- Salesforce Help: Launch Merchant Agent