NEW AI Agent CRM with Wizard Control

AI Agent and CRM System for retail: Stores, loyalty, walk-in sales

A new type of Customer Management System. Chats, leads, pipelines, outreach, tasks, documents, analytics, all driven by AI agents and a Wizard command layer.

AI Customer Management System

An AI operating system for customer work

Ten modules. One AI layer. Everything your team needs to find leads, talk to them, close them and never let anything fall through the cracks.

01 / 08
Active Customers

One command center for every store conversation

All store channels, Instagram, WhatsApp, in-store kiosks, web, loyalty app, in a single AI-powered inbox tied to baskets, loyalty status and visit history.

  • Every chat linked to loyalty profile, basket and visit history
  • AI suggests products, sends loyalty offers, handles availability questions
  • Hot baskets and lapsed loyalty members auto-flagged for managers
Active Customers, unified AI inbox with loyalty profile and basket
02 / 08
Sales Pipelines

Loyalty and basket pipelines: never lose a sale

Run separate pipelines per store, brand or category. AI scores every basket, surfaces hot buyers, flags abandoned checkouts and proposes the next message.

  • Pipelines per store, channel or product line
  • Basket-score on every card, abandoned-cart alerts
  • AI proposes next-best action: discount, loyalty offer, follow-up
Retail pipeline, Kanban view with baskets across stages
03 / 08
Store Schedule

A calendar tied to stores, staff and customers

Every shift, click-and-collect pickup, loyalty event in one calendar, tied to the customer record and to your AI.

  • Day / Week / store / staff views with drag-to-reschedule
  • Pickups auto-attach to the matching customer and order
  • AI confirms pickup slots and reminds via WhatsApp / SMS
Store Schedule, week view with shifts, pickups and events
04 / 08
Any source → AI First

Connect every store. AI replies first, every time

Website forms, ads, messengers, webhooks, every lead is routed through AI agents that open the conversation instantly. No cold queues. No forgotten contacts.

  • Capture from kiosks, DMs, ads, loyalty app and API
  • Instant AI reply through Personal WhatsApp, Telegram, Viber, Voice
  • Auto-assign by store, channel or product category
Customer Inquiry Outreach, retail lead capture automation
05 / 08
Store Triggers

AI-triggered retail automations

Wire any external event, payment, booking, form, webhook, into a chained AI sequence. Reactivation, reminders, confirmations, upsells, delivered by agents through the right channel.

  • Webhook-driven triggers with named sequences
  • Agent instruction or custom message per step
  • Multi-channel routing, tries until it lands
Store Trigger Outreach, retail event-based AI campaigns
06 / 08
Customer Outreach

Personal offers for every loyalty segment

Segment customers by loyalty tier, last visit, basket size or churn risk. AI personalizes the first touch with the right product and offer.

  • Segments: VIPs, regulars, one-time buyers, lapsed, churned
  • AI personalizes by SKU, last purchase and loyalty tier
  • Throttled sending to keep messenger accounts safe
Customer Outreach, AI campaign builder for retail
07 / 08
Retail Wizard

Your AI retail control layer

Wizard is a Claude-grade AI inside your retail CRM. Ask which SKU drives most repeat sales, which baskets are about to be abandoned, which loyalty members to retarget.

  • Ask anything across stores, loyalty, baskets and campaigns
  • Wizard creates tasks, sends offers, tunes recommendations
  • Multi-chat history per store, fully auditable
Retail Wizard, AI control layer for retail
08 / 08
Retail Analytics

An AI retail control dashboard

Revenue, basket size, loyalty redemption, top SKUs, store performance. Wizard tells you which campaign paid back and which SKU is about to run out.

  • KPIs: revenue, basket size, repeat rate, loyalty redemption
  • AI insights: best products, best stores, churn risk
  • Export to PDF, Google Sheets or live webhook
Retail Analytics, revenue, stores, top SKUs and loyalty

Where retail conversations start

Shoppers reach a store from many places: a price question under an Instagram post, a WhatsApp message asking whether a size is back, an evening website chat, a call to the shop. In MyChatBot these are channels of the same agent, and every conversation becomes a lead with its channel attached.

  • Instagram. DMs, comment replies and the Instagram Keyword Responder, which answers a comment such as PRICE with a DM. With Instagram Products on, posts and reels become a searchable catalog. See the Instagram agent.
  • Messengers. WhatsApp Business, Personal WhatsApp linked by QR code, Telegram, Viber, Facebook and TikTok.
  • Website and phone. The website widget, the Calls channel, SMS and email.
  • Your own systems. Trigger Outreach gives up to 20 named triggers, each with its own webhook URL: a POST with a phone number or email creates a lead and, if you choose, sends an agent message.
  • Existing customers. A customer list in Google Sheets can be imported into Leads with a label, status and pipeline set during import.

Instagram, the WhatsApp Business API, a Telegram bot and the website widget only reply to people who wrote first. To contact customers who never chatted with you, such as lapsed loyalty members, connect an outbound-capable channel: Email, SMS, Calls, Personal WhatsApp, Telegram Account, Viber, Ringostat or UniTalk.

Three store workflows the agent runs

1. Is this in stock in my size?

  1. Load the catalog into the Knowledge Base as a Product Feed (XML, YML or TXT) or a Product Spreadsheet, with every attribute shoppers ask about: price, size, color, availability. Set parent_product_id so sizes and colors of one item are grouped as variants.
  2. A shopper types a question or sends a photo. With image indexing on, the agent searches by the picture; instruct it to show the top match and ask the shopper to confirm.
  3. If the size is missing, the agent offers similar products and applies a label your instructions define, for example size_request.

2. Order in chat, collect in store

  1. Connect native Orders. Add a required order field, for example a Select dropdown of store addresses, and custom item fields for size and color.
  2. The agent collects the items and every required field, then creates the order. It appears on the Orders page as New, with the channel shown.
  3. With Requires payment via Stripe on, the agent sends a checkout link. When payment completes, the order becomes Paid and Confirmed on its own.
  4. If the shopper goes quiet, a Postponed contextual follow-up targeting the status the agent set sends a reminder. A reply stops the sequence.

3. Book a fitting, eye exam or design consultation

  1. Connect the native Calendar with at least one staff member and one service, and change the timezone from the UTC default. Google Calendar and Altegio are alternatives, but an active Altegio integration blocks new product sources on that knowledge base.
  2. The agent offers only free slots in the business timezone and books the time the shopper picks.
  3. On request it reschedules or cancels the booking and, if your instructions say so, sets a funnel status such as Appointment scheduled.

CRM tools retail teams connect

Many stores run on the built-in CRM: a pipeline per store or product line, labels for segments such as VIP or lapsed, notes and tasks on each lead, and native Orders. Teams with an existing CRM connect it instead:

  • KeyCRM. The agent creates and updates leads, adds contacts and creates orders with products, delivery city and receive point. The KeyCRM Products panel indexes your KeyCRM catalog for product search, with scheduled auto-update.
  • SalesDrive. The agent creates deals with products, payment method, shipping method and address, and moves them through stages. Source is set to AI- plus the assistant name, and the chat link is added as a comment.
  • Bitrix24, HubSpot, Zoho, Salesforce. Leads, deals and contacts. Kommo, GoHighLevel. Deals and contacts.

An assistant can have one CRM connected at a time. Status values must match the CRM exactly, so click Sync statuses after changing stages. On the Standard plan only Spreadsheet Orders can be connected; see pricing and CRM sync.

Limits, and where store staff stay involved

  • The catalog knows only what you load. If stock per store is not a column or attribute, the agent cannot answer it. With auto-update on, feeds and sheets re-sync about hourly, so fast-moving items may lag.
  • Fulfilment stays with the team. Collected, In transit, Delivered and Not picked up are set by hand, and reminder notes on orders do not send anything. Cancelling a paid order does not refund it: refunds are made in Stripe.
  • Hand-off. Returns, complaints and price exceptions belong to people. The agent can send an operator notification with the client’s contact and chat link to the Telegram group connected in Flight Control. Handoff Control switches a chat to operator mode by stop word or on any operator message, optionally silently, and can return the agent after 24 hours or a custom interval.
  • Hours and balance. Outside Work Hours the agent is silent and does not answer the backlog later. Every agent reply draws on the shared sales-message balance; at zero, all assistants switch off until you top up or the plan renews.

Frequently asked questions

Can the agent tell a shopper whether an item is in stock at a specific store?

Only if that information is in the catalog. Add availability or per-store stock as a column in the Product Spreadsheet or an attribute in the Product Feed. The agent cannot see data that is not loaded, and with auto-update on, feeds and sheets re-sync about every hour.

Can customers pay for a click-and-collect order in the chat?

Yes, with native Orders and Requires payment via Stripe enabled. The agent sends a checkout link, the money goes to your own Stripe account, and the order turns Paid and Confirmed automatically. Refunds are issued from the Stripe dashboard, not from MyChatBot.

Can we message loyalty members who have never chatted with us?

Yes. Import them from a Google Sheet with a label, then run an Immediate outreach campaign through an outbound-capable channel: Email, SMS, Calls, Personal WhatsApp, Telegram Account, Viber, Ringostat or UniTalk. Instagram, the WhatsApp Business API, a Telegram bot and the website widget can only reply to people who wrote first.

Can one agent search the catalog and also book fittings or consultations?

Yes. Connect a product source in the Knowledge Base and the native Calendar or Google Calendar. Altegio, Wlaunch and Google Calendar cannot be connected to the same assistant together, and an active Altegio integration blocks connecting new product sources on that knowledge base. The native Calendar and Google Calendar do not sync with each other, so pick one as the source of truth for bookings.

AI Channels for CRM

AI channels wired into your CRM system

Every conversation, every lead, every chat, flowing into one CRM. 20+ AI-powered channels across messaging, voice, email, SMS, personal accounts and custom APIs, unified under one customer record.

AI Instagram Agent

AI Instagram agent capturing DMs, comments and reactions, every interaction logged as a lead in your CRM.

DMs · Comments · Reactions

AI Facebook Messenger Agent

AI Facebook Messenger agent handling messages, comments and flows, all conversations attached to the CRM contact card.

Messages · Comments · Flows

AI Telegram Bot Agent

AI Telegram bot agent for automated replies, support flows, lead generation, and smart Telegram communication.

Bot · Support · Leads

AI TikTok Agent

AI TikTok agent for comments, direct messages, reactions, likes, and automated TikTok communication.

Comments · DMs · Reactions

AI Calls Agent

AI voice agent for inbound and outbound calls, phone numbers in 100+ countries, automated call scenarios.

Inbound · Outbound · 100+ countries

AI Ringostat Calls Agent

AI calls agent connected to Ringostat for telephony, call tracking, inbound/outbound calls, call analytics.

Ringostat · Tracking · Analytics

AI SMS Agent

AI SMS agent for sending, receiving, automating and scaling SMS communication with clients.

Global · 2-way · Automation

AI WhatsApp Business Agent

AI WhatsApp Business agent for official business communication, automated replies, broadcasts, and sales workflows.

Business API · Broadcasts · Sales

AI WhatsApp Personal Agent

AI WhatsApp personal agent for private chats, personal numbers, and all conversations inside one AI system.

Private · Personal · Unified

AI Website Widget Agent

AI website widget agent for sales, support, lead capture, and AI communication directly on your website.

Widget · Sales · Lead capture

AI Gmail Agent

AI Gmail agent for email communication, inbox automation, replies, and AI-powered email workflows.

Inbox · Replies · Workflows

AI Telegram Personal Agent

AI Telegram personal agent for personal chats, group communication, message analysis, and AI chat management.

Personal · Groups · Analysis

AI Webhooks API Agent

AI webhooks API agent for connecting any external application, custom API, automation, or AI workflow.

API · Webhooks · Custom

AI Viber Bot Agent

AI Viber bot agent for automated Viber messaging, support conversations, and AI communication flows.

Bot · Support · Automation

AI Viber Personal Agent

AI Viber personal agent for personal messaging, private chats, and AI-managed Viber communication.

Personal · Private · Managed

AI OLX Agent

AI OLX agent for managing client messages, inquiries, and sales communication from OLX in one system.

Inquiries · Sales · Unified

AI Twilio Agent

AI Twilio agent for voice, messaging, phone numbers, SMS automation, and global AI communication workflows.

Voice · SMS · Global

AI Google Agent

AI Google agent for Google-based communication, integrations, authentication, and AI business automation.

Google · Auth · Automation

AI iOS Chat Agent

AI iOS chat agent for mobile messaging and push, leads and replies flow directly into your CRM.

iOS · Push · Custom

AI Android Chat Agent

AI Android chat agent for mobile messaging and push, every interaction becomes a tracked CRM lead.

Android · Push · Custom
AI Templates for CRM

Ready-made retail templates to launch your business

Twenty ready-made retail templates, agent accounts and proven scenarios, pre-configured for stores, loyalty programs and walk-in sales.

Supermarket Chain
Supermarket Chain
Retail Grocery

Manages loyalty, click-and-collect and weekly promos

Convenience Store
Convenience Store
Retail Local

Handles inquiries about hours, stock and loyalty deals

Fashion Retail Chain
Fashion Retail Chain
Retail Apparel

Books fitting appointments and recommends styles

Footwear Store
Footwear Store
Retail Apparel

Helps find size and style across multiple stores

Electronics Retailer
Electronics Retailer
Retail Electronics

Recommends devices and answers technical questions

Home Goods Store
Home Goods Store
Retail Home

Suggests products by room and books delivery slots

Pharmacy Chain
Pharmacy Chain
Retail Health

Reorders prescriptions and answers product questions

Bookstore Chain
Bookstore Chain
Retail Books

Recommends titles and tracks loyalty program

Toy Store
Toy Store
Retail Kids

Recommends toys by age and tracks gift baskets

Pet Supply Store
Pet Supply Store
Retail Pets

Reorders pet food on schedule and answers questions

Optical Store
Optical Store
Retail Health

Books eye exams and recommends frames

Sporting Goods Store
Sporting Goods Store
Retail Sports

Recommends gear and equipment by sport

Furniture Showroom
Furniture Showroom
Retail Home

Books design consultations and delivery

Hardware Store
Hardware Store
Retail DIY

Answers tool and material questions, checks stock

Jewelry Boutique
Jewelry Boutique
Retail Luxury

Books appointments and helps choose gifts

Garden Center
Garden Center
Retail Garden

Recommends plants by climate and tracks seasonal stock

Bakery Chain
Bakery Chain
Retail Food

Takes pre-orders for cakes and special occasions

Wine Shop Chain
Wine Shop Chain
Retail Beverages

Recommends wines and handles subscription orders

Department Store
Department Store
Retail Multi-category

Routes customers across all departments

Outlet Store Network
Outlet Store Network
Retail Discount

Notifies about new arrivals and price drops

CRM AI Team

Build an AI team for your CRM

Assign clear roles across sales, support, operations and analytics, and power each agent with the skills your CRM workflow needs.

Agents

Sales Manager
Retail Manager
Closes deals in your CRM
Sales online
9 active tasks
Data Analyst
Loyalty Agent
CRM reporting & insights
Analytics online
7 active tasks
Project Manager
Win-back Agent
Moves leads through stages
Operations online
8 active tasks
Sales Lead
Click-Collect Agent
Owns the pipeline
Sales online
11 active tasks
CRM Manager
Product Recommender
Runs the CRM workflow
Operations online
8 active tasks
CEO Agent
Pipeline Manager
Scores and routes new leads
Sales online
5 active tasks
Brand Marketer
Lead Qualifier
Handles CRM tickets & FAQs
Support online
10 active tasks
Finance Lead
CRM Manager
Never lets a CRM lead go cold
Sales online
6 active tasks
Performance Marketer
Support Agent
Runs personalized sequences
Outreach online
12 active tasks
Web Analyst
Reviews Agent
Books calls, syncs to CRM
Operations online
6 active tasks

Skills

Find the most loyal customer
Leads Scoring

Surfaces the highest-value lead in your CRM right now, ready to be contacted.

Find the top-performing store
Team Performance

Identifies who on your team is closing the most deals and the fastest.

Find lapsed loyalty members
Team Conversion

Ranks managers by lead-to-deal conversion rate across the CRM pipeline.

Find stalled click-and-collect orders
Pipeline Risk

Flags deals that have not moved between CRM stages for too long.

Find customers without a reply
Inbox Follow-up

Surfaces every contact waiting on a response, no conversation goes cold.

Find the best traffic source
Marketing Attribution

Identifies the channel delivering the most qualified CRM leads.

Find problem stages in store visits
Funnel Diagnostics

Detects the CRM pipeline stage where most deals get stuck or lost.

Find reasons for lost sales
Insights Revenue

Analyzes closed-lost deals and extracts the top reasons customers walked away.

Show sales dynamics
Analytics Trends

Plots revenue, new leads and closed deals over any time window.

Show manager workload
Team Capacity

Reports how many leads, deals and tasks each manager is handling right now.

News & Updates

What's new in AI CRM

Product updates, case studies and fresh scenarios.

Get started

See AI CRM running on your business

Leave your details, we'll set up a live demo on your channels, with your pipeline and your real leads. No slides, no theory.

  • Personalized 30-minute demo
  • AI agent set up on your real channel
  • Deployment plan tailored to your team

By submitting, you agree to our privacy policy. We reply within one business hour.

New type of CRM

This is not the CRM
you used yesterday. This is AI CRM.

Chats, leads, pipelines, calendar, outreach, automations, tasks, documents and analytics, one AI system, one Wizard command layer, zero spreadsheets.