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Personalize Ecommerce with Agentforce Templates for Commerce

Learning Objectives

After completing this unit, you’ll be able to:

  • Describe the capabilities of guided shopping.
  • Explain how guided buying supports complex buyer journeys.
  • Explain how Agentic Merchandising improves merchandiser productivity.

Get Ahead of the New Era of Commerce

Shopping used to be a deeply personal experience, with knowledgeable associates ready to assist you in a store. Today, much of that interaction happens online, but many ecommerce sites fail to capture that same level of in-store engagement.

Agentforce Commerce transforms this dynamic by offering the Guided Shopping agent templates, available for both B2C Storefronts and B2B contexts.

Agentic solutions can help your business delivertimely, connected assistance at every touchpoint of the shopper and buyer journey.This unit demonstrates how agents, built using these templates, actively assist B2C shoppers with product discovery and purchase, and guide B2B buyers through complex orders via agentic guided shopping. You also learn how the prebuilt Agentic Merchandising agent helps brand merchandisers evaluate business trends and build promotions.

Enhance Product Discovery with Guided Shopping for B2C Commerce

Consider the case of the Elusive Stand Mixer. David is shopping online for a professional-grade stand mixer. Traditional online stores bombard him with options, search filters, and reviews. David develops decision fatigue and ends his shopping session without making a purchase.

Now consider the same transaction with an autonomous agent built on the Guided Shopping for B2C Storefronts template. The agent combines natural language processing (NLP) with Data 360 and commerce storefront data to provide a personalized, in-store feeling that transforms David’s online shopping experience.

Here’s how guided shopping helps David.

  • Product discovery: The agent guides David to the perfect stand mixer and suggests compatible accessories.
  • Real-time support: The agent answers David’s questions about shipping and inventory instantly.
  • Easy checkout: The agent assists David with payment processing and confirms order details before payment.

Guided shopping transforms David’s product search into a successful order and a loyalty-building experience. It achieves this with access to the full product catalog and customer data from Data 360, answering FAQs, and providingcheckout assistance.

Simplify Complex Orders with Guided Buying for B2B Commerce

B2B sales reps and buyers manage large orders, track product specifications, and work within negotiated contracts. An agent built with the Guided Buying template is designed to handle this complexity.

Jenn, a buyer for a construction company, is searching for 25 air compressors with specific pressure ratings. Here’s how the guided buying agent makes Jenn’s buying experience fast and easy.

  • Complex search: Jenn asks the guided buying agent for products that meet specific industry standards, and the agent finds and shows suitable matches.
  • Negotiated pricing: The guided buying agent identifies negotiated entitlements and informs Jenn of available discounts.
  • Order Management: The guided buying agent generates a preconfigured purchase order link and helps Jenn complete the transaction quickly with a digital signature.

The guided buying agent also simplifies reordering and provides real-time status updates, helping buyers manage their supply chains effectively.

Automate Merchandising Tasks with Agentic Merchandising for B2B Commerce

Agents aren’t just for your shoppers and buyers. They’re also for internal teams. To keep sales strong and inventory fresh, merchandisers analyze store performance and react to market trends.

Agentic Merchandising acts as a personal merchandising assistant. Instead of manually combing through tables of data, a merchandiser can simply chat with the agent using natural language.

  • Data retrieval: A merchandiser can ask, “What is the average order value for the solar panel category?” and the agent gathers the KPI data instantly.
  • Actionable strategy: If a merchandiser notices inventory is moving slowly, they can ask the agent to create a promotion based on those insights.

This semiautonomous agent handles the day-to-day tasks, freeing up merchandisers to focus on engaging customers and increasing sales.

Summary

In this unit you learned how Agentforce helps B2C shoppers find products, B2B buyers complete complex orders, and storefront merchandisers create promotions based on business insights.

Resources

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