Retail Service Management Overview Plans and Packages Getting Started
Retail Service Management Packages Build lasting brand loyalty with unified customer service across channels with the Retail Service Management package and pricing plan that works for you. Get Custom Quote
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Retail Service Management Advanced Agentic workflows that automate customer service and store operations, working side by side with your team. Includes: Agentic Workflows for Customer Service Agentic Workflows for Store Support Retail Data Model Customer and Partner Portals Case Management and Playbooks Agent Workspace with Unified Omnichannel Advanced Work Assignment CRM Foundation
RECOMMENDED Retail Service Management Prime AI specialists that independently resolve customer and store issues, make decisions, and improve results. Includes Retail Service Management Advanced, and: AI Specialists Workforce Optimization
1   All packages include unlimited Virtual Agent conversations.
2  App Engine Starter tables are used to configure packaged applications.
3  Retail Operations is an add-on to Retail Service Management that provides store operations capabilities.
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Retail Service Management Advanced Retail Service Management Prime AI Agents and Skills AI Agents for Customer Service

Reduce manual effort across the case lifecycle with autonomous agents that handle case creation, triage, research, troubleshooting, and resolution.

AI Agents for Store Support

Resolve store issues faster with autonomous agents that handle task creation, triage, troubleshooting, and resolution for frontline retail teams.

Conversational Summarization and Wrap-Up

Skip the note-taking and move to the next interaction faster with auto-generated summaries for chats, calls, cases, and emails.

Intelligent Case Triage and Routing

Let AI-driven triage extract entities, validate context, identify issues, and route cases to the right team before an agent touches them.

Sentiment Analysis and Escalation Insights

Experience real-time sentiment tracking across cases and interactions, with automatic escalation triggers and trending driver analysis.

AI-Powered Recommendations

Get smart suggestions for resolution steps, knowledge articles, service offerings, and email responses—all provided in the agent workspace, contextually.

Trending Topics and Operational Insights

Use AI-surfaced trends, historical pattern detection, and field-level analytics to help spot emerging issues before they scale.

AI Search

Get personalized, relevant results in a consumer-grade search experience.

Retail Service Management Capabilities Retail Data Model

Model your stores, restaurants, locations, and hierarchies to align service delivery with how your business operates.

Omnichannel Customer Engagement

Meet customers on any channel (voice, SMS, chat, web, portal) with unified routing and conversation history.

Agent Workspace

Gain a single pane of glass with contextual intelligence, guided decisions, and recommended actions.

Case Management and Playbooks

Maintain consistent resolution every time with structured workflows for complaints, onboarding, product support, and Return Merchandise Authorization.

Advanced Work Assignment

Automatically match every case to the right agent with skills-based routing and intelligent assignment.

Customer and Partner Portals

Deliver self-service experiences for customers and partners with embeddable web components and configurable templates.

Entitlements and Service Contracts

Verify customer entitlements in real time and enforce service-level commitments tied to contracts, portfolios, and service offerings.

Appointment and Schedule Management

Let customers book appointments conversationally, with agent scheduling and workforce optimization built in.

Partner and Outsourced Provider Management

Extend service delivery to partners and third-party providers with full visibility and SLA tracking.

Customer Project Management

Track and manage customer-facing projects, onboarding milestones, and deliverables from within CSM.

Native Voice

Bring voice into the agent workspace without third-party middleware through built-in telephony integration with open-frame Computer Telephony Integration (CTI).

Conversational Messaging

Use conversational capabilities across SMS and messaging channels for smarter, context-aware customer interactions.

Configuration and Decision Management

Enable rules engine and decision builder for dynamic service request criteria, configuration rules, and guided workflows.

Workforce Optimization

Balance workload and maximize team performance with channel management, agent scheduling, and resource matching.

Talk with an expert Connect with our product experts to arrange a custom demo. See how Retail Service Management can work in your organization. Schedule a Demo