Turn Every Shopper Interaction Into Revenue
Phenoble helps retailers deploy Salesforce Agentforce and Data Cloud to unify shopper data across stores, ecommerce, and loyalty, then automate order support and personalization at scale.
Real estate is Phenoble's lead practice. Retail is select work we take when Data Cloud unification across store, ecommerce, and loyalty data is the deciding factor See our real estate practice.
Fixing the Fragmented Shopper Experience
Retail teams don't lack customer data; they drown in it. POS, ecommerce, loyalty, and support all hold a different version of the same shopper. We unify that data and put AI agents to work on it.
The Problem
Siloed Channel Data
In-store POS, ecommerce, marketing, and loyalty systems each hold a partial shopper profile, so no team sees the full customer and personalization stays generic.
WISMO Ticket Overload
"Where is my order?", returns, and exchange requests dominate the support queue, tying up agents on lookups that need no human judgment.
One-Size-Fits-All Marketing
Without a unified profile, campaigns blast the same message to every segment, wasting spend and training shoppers to ignore your brand.
The Phenoble Approach
Autonomous Order Support
Deploy an Agentforce service agent on your storefront and WhatsApp that resolves order status, returns, and exchange requests directly from your order management data, around the clock.
Unified Shopper Profile
Use Data Cloud to merge POS, ecommerce, loyalty, and service history into one real-time shopper profile that agents, marketers, and store associates all work from.
Personalization That Converts
Segment on real behavior, not guesswork. Agents and journeys use the unified profile to recommend products, time offers, and win back lapsed shoppers automatically.
What Agentforce Does for Retailers
Order Status & WISMO Deflection
Shoppers ask the chat agent where their order is; the agent pulls live data from your OMS and carrier APIs and answers without a human touching the case.
Returns & Exchange Processing
Agents validate return eligibility against your policy, issue labels, and create the exchange order, escalating only the edge cases to your team.
Inventory & Availability Queries
"Is this in stock near me?" gets answered from live inventory data across stores and warehouses, keeping the sale in your channel instead of a competitor's.
Loyalty & Win-Back Journeys
Agents enroll shoppers, answer points questions, and trigger win-back offers when Data Cloud detects a lapsing customer.
Segment-Level Insights
We unify transaction and engagement data so merchandising and marketing see which segments, products, and channels actually drive margin.
Store Associate Assist
Associates get an internal agent that surfaces the shopper's history, sizes, and open orders at the counter, turning service moments into upsell moments.
Our Retail + Agentforce Methodology
Retail AI fails when it's bolted onto fragmented data. We unify the shopper data layer first, then deploy agents on the use cases with the clearest volume and ROI.
Channel & Data Audit
We map your POS, ecommerce, OMS, loyalty, and support systems to identify which data must flow into Data Cloud for a complete shopper profile.
Unified Shopper Profile
We build identity resolution and the unified profile in Data Cloud so every agent and journey works from the same real-time view of the customer.
Custom Action Development
We build Apex-backed actions that let agents query inventory, process returns, and update orders in your OMS, with guardrails on what they can and cannot do.
Storefront Agent Deployment
We launch the agent on your highest-volume channel first (web chat or WhatsApp), starting with order status and returns, then expanding to recommendations.
Retail AI FAQ
Can Agentforce connect to our ecommerce platform and OMS?
Do we need Data Cloud before deploying a retail agent?
How do you keep the agent from making promises we can't keep?
How long does a retail Agentforce implementation take?
Start Automating Your Shopper Experience
Book a 30-minute audit. We'll map your channel data and show exactly where an AI agent can deflect volume and lift conversion first.
No commitment required. Senior-led delivery on every project.