Retail & commerce — Cortex

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Retail & commerce

# Make every handoff feel connected.

Connect the context behind stock exceptions, store routines, and customer follow-ups without adding another disconnected queue.

[Explore the possibilities](#industry-workflows)

A day in retail & commerce

## Spot a shelf gap while there is still time to act.

- ### The signal

A store reports an empty shelf while the inventory feed still shows stock.

- ### The context

The agent compares the store count, recent sales, replenishment schedule, and age of the inventory update for that location.

- ### The next move

It prepares a count-check task for the store and flags the discrepancy to replenishment. A manager approves stock adjustments and transfer requests.

Illustrative workspace · Sample data

### Store manager desk

LocationStore 014

Shelf count0

System count8 · needs verification

Next stepCheck backroom stock

Prepared for human review

A workflow concept, not a connected system or a customer result.

Where to start

## A stock question reaches the right team with evidence.

Store teams work across inventory snapshots, customer requests, and daily routines. A shared workflow can prepare the context while keeping adjustments and customer commitments with authorized people.

What you could build

## Bring stores, stock, and service closer.

A useful app for your team. A focused role for the agent. Real sources behind the work.

01

### Stock exceptions

The appA shared queue for stock discrepancies and replenishment questions.

The agentCompare authorized records and prepare the context a store or warehouse team needs.

The evidenceInventory snapshots, timestamps, and unresolved differences.

02

### Store routines

The appA daily opening, closing, and handover checklist for each store team.

The agentSummarize open checks and route exceptions to the appropriate owner.

The evidenceRecorded completion and staff observations, without assumed task completion.

03

### Customer follow-up

The appA review queue linking customer requests to the relevant order context.

The agentPrepare a response from approved order and policy information.

The evidenceAccessible order records and current service policies.

Your context, connected

## Work with the systems you already rely on.

Configure authorized API, database, or MCP connections around the workflow. Source access, freshness, and permitted actions stay explicit.

[How Cortex connects context](/docs/)

- Inventory records

- Order context

- Store checklists

- Returns and service policies

[01

Explore the workflow

## Shipment exception desk

A shared app for the deliveries that need attention, with an agent to gather context and prepare the next step.](/use-cases/shipment-exceptions/)[02

Explore the workflow

## Customer request intake

Help an intake agent understand a request, collect missing details, and prepare a ticket for the right team.](/use-cases/customer-intake/)[03

Explore the workflow

## Daily team handover

Replace a scattered handover with a shared checklist, visible responsibilities, and an assistant that helps prepare the context.](/use-cases/daily-handover/)

Design the boundaries

## Useful work needs clear limits.

- Preserve store and team access boundaries.

- Require approval for stock adjustments, refunds, and customer communications.

- Keep inventory timestamps visible when sources disagree.

A practical first step

## Start focused. Learn from real work.

Choose one store group and one stock exception category. Connect only the required records and keep stock adjustments, refunds, and customer messages behind your approval rules.

### What to measure in your pilot

- Stock exceptions awaiting an owner

- Incomplete store handovers

- Follow-ups returned for missing order context

Agree on a baseline with your team. These are suggested measures, not promised results.

Start with your work

## What would you build first?

Bring one process. Let’s explore what it could become.

Let’s talk about your workflow

## Meet your next way of working.

Demo bookings are coming soon. For now, take a look around the interactive preview to see how Cortex brings apps, agents, and oversight together.

[Explore the preview](/#platform)

This preview doesn’t collect or send your information.

[Documentation](https://usecortex.co/docs/) · [Agent index](https://usecortex.co/llms.txt)