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AI agent for retail sales associates

New Product Training Agent

Every associate can answer the common questions about a new product before it goes on the floor

LearningSales
See how it worksGet access
New Product Training Agent: what goes in, what the agent does and what you get

What it does

New products arrive on Monday, and by Tuesday customers are asking questions that the associates cannot answer. This agent builds a short learning plan from the product sheets and the likely customer questions. It sends the plan to each associate, quizzes them, and checks scores by topic. Weak topics are repeated in a different form until the associate can answer correctly. At the end it asks the common customer questions as a final check. It then prepares a sign-off list for the lead. The store lead approves. Edge case: an associate scores well on features but misses safety information, so the agent repeats that topic before sign-off.

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 New product announced 2 USES A TOOL Read the product sheets and list key facts andcustomer questions 3 DOES Build a short learning plan and a quiz for eachtopic 4 USES A TOOL Send the plan and quiz to each associate 5 DOES Score results by associate and topic 6 CHECKS THE RESULT Did every associate pass every topic? If not: send a different version of the weak topics.Back to step 4. 7 DOES Run the final customer question check 8 CHECKS THE RESULT Can the associate answer the common questionscorrectly? If not: repeat the missed questions and rescore. Back tostep 3. 9 YOU APPROVE Store lead approves sign-off 10 RESULT Training completion list
Read the steps as a list
  1. New product announced
  2. Read the product sheets and list key facts and customer questions
  3. Build a short learning plan and a quiz for each topic
  4. Send the plan and quiz to each associate
  5. Score results by associate and topic
  6. Did every associate pass every topic?If not: send a different version of the weak topics. Back to step 4.
  7. Run the final customer question check
  8. Can the associate answer the common questions correctly?If not: repeat the missed questions and rescore. Back to step 3.
  9. Store lead approves sign-offThe agent waits here for your OK.
  10. Training completion list

How it decides

A topic is passed when the associate answers at least 80 percent correctly twice. Weak topics repeat in a new form until passed.

  • Pass a topic with 80 percent or better
  • Repeat a failed topic in a different form
  • Require safety and return policy topics to pass at 100 percent
  • Limit each session to 10 minutes

Make it yours

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

  • Pass mark (default 80%)
  • Session length
  • Topics required at 100%
  • Quiz format

What keeps you in control

It always asks you first

  • Store lead approves sign-off for each associate

Hard limits

  • Do not invent product facts
  • Use only product sheets
  • Never sign off without approval

It stops when

  • Done: all associates signed off
  • Stop: product information is unclear and the lead asks the brand for help

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 happensA new espresso machine arrives. Priya scores 90 on features but 60 on the descaling and warranty topic. The agent sends a new version with different questions, and she scores 85. The final question check shows she misses return policy, which the agent repeats until 100. The lead signs her off Wednesday.

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