The frame
AI is only as valuable as the data it can see
Every trade tool is adding an assistant. The question that separates them is not the model — it is the data underneath. An assistant wired to one side of the relationship can only ever summarize that side.
Agentic AI for trade is AI that acts on the work — drafting deals, flagging mismatches, monitoring execution, and simplifying reconciliation — because it can see both sides of every deal, not just one.
AI on one side of the deal
It sees half the story, so it summarizes: recaps, reports, chat over your own records. Useful — but it cannot act on a relationship it cannot see.
AI on the shared data model
It sees the whole relationship, so it acts: drafts the deal, flags the mismatch before launch, matches the deduction at the source, and routes each action to a human for approval.
Capabilities
AI that acts across the deal — with a person on every approval
Six capabilities working the same shared record, from pricing scenarios to live deal sync. Each drafts, predicts, and surfaces the next move; people keep strategy, relationships, and final sign-off.
Price AI Co-pilot
Scenario AI Summaries explain pricing scenarios in plain language; AI Rules Assist drafts rules from intent. Inside Revenue Optimization.
Inside Revenue OptimizationAutomated Deal Creation
Deals drafted from the shared record and routed to your team for review. Nothing publishes without a person approving it.
Inside Trade IntelligenceDeal & Offer Management
The bilateral deal layer where automated drafts land: terms, funding, and offers managed on one record both sides read and write.
Inside Trade IntelligenceDeal Intelligence
Predicted ROI on every draft deal, with mismatches identified before promotions launch instead of after they fail.
Inside Trade IntelligenceCo-Planning Workspace
Next best actions surfaced during negotiation, inside the workspace both sides already share.
Inside Trade IntelligenceLive Deal Data Sync
Live execution monitored across synced records, with drift between the two sides flagged as it happens.
Inside Trade IntelligenceHow the shared data model feeds these agents is on How It Works.
The line that does not move
What humans own
Stated plainly: agentic AI augments the judgment of your merchants and account teams. It does not replace it.
Strategy
Which categories, banners, and events matter — and what the trade budget is for. The AI drafts inside that strategy; it never sets it.
Relationships
The negotiation between a merchant and an account team stays between people. The AI preps the numbers both sides trust.
Final approval
No deal publishes, no price changes, and no claim settles without a person approving it. Every agent action lands in a review queue first.
The foundation
AI that acts needs data worth acting on
These agents are not a chatbot bolted onto a database. They run on the demand science and the live bilateral network the platform has been building for decades.
25+ yrs
of demand science under every prediction
90%+
demand forecast accuracy
7,800+
connected CPG partners on the network
120+
retail banners on the network
See the agents work both sides of a live deal
A bilateral demo: the CPG view, the retailer view, and the agent queue in between.