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AI agent for retail sales associates

Display and Planogram Compliance Agent

Set every display to match its planogram

Quality controlComplianceSalesOperations
See how it worksGet access
Display and Planogram Compliance Agent: what goes in, what the agent does and what you get

What it does

Stores set displays from planograms sent by head office, and small differences mean lost sales and failed store visits. When a display is set for a new promotion, this agent loads the planogram and the associate's photo. It compares product positions, facing counts, signs and price tags, and lists every difference with the fix needed. Missing signage counts as a difference. The associate makes the fixes and takes a new photo, and the agent compares again until the display matches. It also checks that all required items are in stock. If one is not, it suggests a substitute, which must be in the same category and price range. The shift lead approves every substitute. Once everything matches, the display is logged as compliant. Edge case: a substitute from a different price range is rejected, even if it fills the space.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Display set for the new promotion 2 USES A TOOL Load the planogram and the photo taken by theassociate 3 DOES Compare product positions, facings and signs withthe planogram 4 DOES List differences and fixes 5 CHECKS THE RESULT Does the display match after fixes? If not: ask for a new photo of the fixed sections andcompare again. Back to step 3. 6 CHECKS THE RESULT Are all required items in stock? If not: suggest a substitute from the approved list.Back to step 4. 7 YOU APPROVE Shift lead approves substitutes 8 RESULT Display logged as compliant
Read the steps as a list
  1. Display set for the new promotion
  2. Load the planogram and the photo taken by the associate
  3. Compare product positions, facings and signs with the planogram
  4. List differences and fixes
  5. Does the display match after fixes?If not: ask for a new photo of the fixed sections and compare again. Back to step 3.
  6. Are all required items in stock?If not: suggest a substitute from the approved list. Back to step 4.
  7. Shift lead approves substitutesThe agent waits here for your OK.
  8. Display logged as compliant

How it decides

Each planogram spot must be filled with the right item and sign.

  • Substitutes must match category and price range
  • Missing signage counts as a difference
  • Out of stock spots need lead approval

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Planogram source
  • Photo angle rules
  • Substitute rules

What keeps you in control

It always asks you first

  • Substitutions

Hard limits

  • Never changes planograms
  • Never changes prices

It stops when

  • Done: display matches
  • Stop: planogram missing

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensAn endcap for a summer drinks promotion is set on June 1. The agent compares the photo with the planogram and finds 3 differences: two flavors swapped and a missing price sign. The associate fixes them and sends a new photo. The second check fails: the lemon flavor is out of stock. The agent suggests the approved lime flavor. The shift lead approves the substitute, and the display is logged.

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