Specialty Retail Operations Hub
A unified operations hub for specialty retail and service shops where phone volume, repair work, claims, and trade-up programs all live in separate silos. Combines an AI voice agent, recommendation engine, and POS-aware automation so the owner sees calls, sales, service, and customer health in one dashboard.
The Problem
50-100 phone calls per day, manually answered with no tracking
Customer history scattered across POS, email marketing tool, paper files, and staff memory
Technicians pulled off the shop floor to answer calls, at high hourly opportunity cost
Warranty and insurance claims processed manually with no central record or status tracking
Trade-up and seasonal programs tracked by memory; no automated reminders or follow-through
No single dashboard to see calls, sales, service, claims, and customer health
The Solution
AI voice agent answering 24/7, booking appointments, handling FAQs, logging every conversation
SMS automation for repair-ready alerts, appointment confirmations, and seasonal campaigns
Central customer hub: purchases, service records, calls, SMS, email engagement
Digital claims portal with structured intake, photo uploads, auto-generated PDF reports
Trade-up and loyalty tracker with automated upgrade reminders at the right interval
Weather-triggered campaigns (temperature thresholds drive seasonal SMS and email)
Product recommendation engine with branching questions and live inventory check
Buy-now-pay-later financing at checkout to remove the price objection on high-ticket items
Bidirectional POS sync with sale-event triggers
AI CoPilot and AI weekly brief for the owner
Integrations
These are systems we have already integrated. If your stack uses a different tool in the same category, we scope it during discovery.
Or comparable:Shopify POS, Square for Retail, Vend by Lightspeed
Or comparable:Klaviyo, Constant Contact, HubSpot Marketing
Or comparable:PayBright, Klarna, Afterpay
Or comparable:Bandwidth, Plivo
Or comparable:Vapi, Bland
Or comparable:OpenWeather, Environment Canada
Don't see your tool? We can scope custom integrations during discovery. If your platform has an API or webhook layer, we can connect it.
Phased Rollout
Timing is tailored to your scope and tooling. We confirm duration in the discovery call.
Foundation
Voice Agent Launch
Core Automations
POS Integration
Advanced Features
Optimization & Review
Outcomes
Phone-handling time recovered as the AI absorbs a third or more of inbound call volume
Technician and service-floor productivity protected with zero phone-call interruptions
Trade-up and loyalty revenue captured that customers would otherwise forget about
Guided-discovery online sales lifted by a recommendation engine that converts at multiples of manual browsing
One dashboard replacing tab-switching between POS, marketing tool, paper claims files, and voicemail
