Portfolio Details

Project Story: Workflow Automation for a Retail Business

01. The Challenge

“Our inventory is a mess, and it’s killing our business,” the operations manager at a mid-sized retail company confessed during our initial call. Employees were manually updating stock levels across multiple spreadsheets, often leading to discrepancies. “We’ve had customers storm out because we told them an item was in stock when it wasn’t,” they added.

To make matters worse, customer inquiries were piling up. “Our team is drowning in calls and emails asking about product availability or order updates. By the time we reply, customers have already moved on.” The business wanted a solution that would eliminate errors, improve response times, and free up employee hours for more strategic tasks.

02. The Solution

Desk AI stepped in to automate their workflows. We integrated an automated inventory management system with their POS software, syncing stock levels in real time. To handle customer inquiries, we deployed a conversational AI chatbot on their website and social media platforms, capable of answering questions about product availability, order tracking, and store policies instantly.

For internal efficiency, we set up automated reporting tools to provide insights into sales trends and stock movement, eliminating the need for manual report generation.

03. The Result

Three months later, the retail company was thriving:

• “I can’t believe how accurate our inventory is now,” said the operations manager. Inventory errors dropped by 80%, drastically reducing customer complaints about stock discrepancies.
• The chatbot answered 65% of customer inquiries within seconds, cutting average response times by 70%. “Customers are happier, and our support team can finally breathe,” the support lead remarked.
• Employees saved an average of 15 hours per week, allowing them to focus on visual merchandising and in-store customer engagement.

With smoother operations, customer satisfaction soared, leading to a 12% increase in quarterly sales revenue. “This automation has been a game-changer for us,” the owner shared proudly.

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