Smart Inventory Agent

Project Overview: Smart Inventory & Order Management Agent

Project Overview: Smart Inventory & Order Management Agent

This project leverages Salesforce’s AI-powered Agent technology to create an intelligent assistant that simplifies and automates electronic product inventory and order processes for dealers and company users. The agent acts as a virtual assistant embedded in an Experience Cloud site, allowing authenticated dealers to interact via chat or form inputs.

Core Features: Product Inquiry by Category: Dealers can request products by selecting categories like TV, Mobile, etc., and view all available models along with specifications and pricing.

Real-time Stock Check: The agent fetches real-time stock availability for each product.

Automated Order Placement: Dealers can place orders by selecting a product, providing their account ID, email, and delivery address. The agent creates Order__c records in Salesforce.

Proactive Email Notifications: Once an order is placed, the system automatically sends a confirmation email to the dealer, including product details like Product Name and ID.

Dealer Validation: Only existing dealer records are allowed to interact and place orders, ensuring secure and controlled access.

Intelligent Follow-ups: The agent can suggest similar products if the selected one is out of stock.

Inventory Reporting: Company leadership can request inventory summaries, including stock levels across categories, enabling informed decision-making.