AI agents for retail store operations
Give your store managers agents that run the floor inside your rules
Three agents for schedules, store tasks and loss prevention. The ones managers call act as that manager and see only their own store. None of them can publish a schedule or touch a transaction.
Governing Retail Agents
Any tool, any model, any use case
Our example demonstrates three agents for your store operations, pulled from our template library. Our team can work with yours to build, govern, and operate your agents as you deliver on your IT strategy.
Examples for Store operations
More from the library · Store operations
Also in the library
Draft store schedules
Builds next week's schedule from forecast traffic, availability and the store's labor budget. It saves a draft. The manager publishes.
Tools
Model
Runs
Limits
Tuned for your team
- Your labor model and minimum staffing by department
- Break, overtime and minor-labor rules for each state
Applying Controls to Agents
Hold schedules, stores and transactions to the rules you set
Dome sits between the agents and your store systems. Every call is checked against rules your team writes before it reaches UKG, Reflexis, Xstore or a model.
Scheduled hours
- Agentshift-planner is registered and active
- Tooldraft_schedule is granted on store-tools
- Rule462 hours is inside store 118's 480-hour budget
Comprehensive Audit
Show operations and loss prevention what every agent did
One record for every call: the agent, the store manager it acted for, the system, and the decision. Enable investigations, increase confidence and reduce risk in agentic operations.
- shrink-watch02:14:07
| Timestamp | Type | Agent | Acting as | Resource | Outcome | Latency |
|---|---|---|---|---|---|---|
| 02:14:07.215 | ||||||
Regulation
Run the floor inside the rules stores already answer to
Store agents touch schedules, tasks and transactions. These are the rules that reach them.
Predictive scheduling laws
What it asks
Cities including New York, Chicago, Seattle and San Francisco require advance notice of schedules and pay for late changes.
What Dome gives you
The planner drafts and never publishes, so a manager decides when a schedule goes out. Drafts over the labor budget are refused.
PCI DSS v4.0.1
What it asks
Systems that store, process or transmit cardholder data are in scope. The PCI Security Standards Council's AI guidance treats AI systems the same way.
What Dome gives you
A guard strips card numbers from transaction data before a model sees it, and every read of the journal is recorded.
SOX internal controls
What it asks
For public retailers, changes to sales records need authorization and a trail.
What Dome gives you
The shrink agent can read the journal but can't void or change a sale. Attempts are refused and recorded.
FAQ
Common questions
How is AI used in retail stores?
Drafting schedules, running store walks and reviewing shrink exceptions are common first agents. Each acts for one manager and sees one store.
Can AI publish store schedules?
Not on this setup. The planner drafts inside the labor budget, and a manager publishes.
How do you limit an AI agent to one store?
Every call carries the manager's identity. A rule compares the store in the request with the manager's store and refuses a mismatch.
Can AI agents help with loss prevention?
Yes, as readers. The shrink agent reads the transaction journal with card numbers stripped and flags exceptions. It can't void or change a sale.
Forward deployed engineering
Spend 30 minutes with our FDE team to understand the platform, and how it fits to your needs.
Our FDE team can get your first agent under management and work with your platform team to deliver results for your AI program.
Key topics to discuss:
- Review your AI plans, progress to date, and timeline for agentic projects in production.
- Planning a specific agent, or agentic app, to bring under governance.
- Learning more about our platform capabilities, from gateways to routing.
- Defining agentic operations as repeatable golden pathways for Platform and AppDev teams.
Explore
Other retail solutions
Industry
Retail
Order lookups, replenishment and product copy. Refunds, orders and publishing stay with your people.
See the agentsRetail
E-commerce
Customer tickets, promotions and fraud screening. Credits and discounts stay inside your limits.
See the agentsRetail
Merchandising & planning
Assortment plans, competitive pricing and vendor briefs. Buyers see only their own categories.
See the agentsRetail
Supply chain & fulfillment
Fulfillment exceptions, load tendering and inbound audits. Carriers, sites and chargebacks stay inside your rules.
See the agentsOther industries
AI agents for financial services
KYC reviews, client servicing and SAR narratives. Approvals, money movement and filings stay with your people.
Agentic use cases
- Review onboarding documentsChecks identity and entity documents against your CDD requirements, runs sanctions screening and writes the KYC summary. An analyst approves.
- Answer client requestsReads the client's accounts and open cases and drafts the reply to a servicing request. It never moves money or changes an account.
- Draft SAR narrativesPulls the alert history and transactions for a case and drafts the SAR narrative. An investigator edits it and files.
Answers to
- GLBA Safeguards Rule
- BSA/AML and the FinCEN CDD Rule
- NYDFS Part 500
- Regulation E (EFTA)
- CFPB UDAAP
- Interagency third-party risk guidance
- ECOA and Regulation B
- FCRA
- SR 11-7 model risk management
- PCI DSS v4.0.1
- Regulation E (EFTA) error resolution
- BSA/AML and OFAC sanctions screening
- SEC Regulation S-P (2024 amendments)
- SEC Marketing Rule and FINRA Rule 2210
- Books and records (Rule 204-2 and Rule 17a-4)
- FINRA Rule 3110 and Regulatory Notice 24-09
- SEC Rule 17a-4 recordkeeping
- Exchange Act Section 15(g) information barriers
AI agents for gaming and sports betting
Player support, responsible gaming review and bonus setup. Self-exclusions and limits stay out of an agent's reach.
Agentic use cases
- Answer player questionsLooks up a player's account, bets and withdrawal status so a specialist can answer fast. It reads. Balances and limits stay with people.
- Review responsible gaming signalsReviews players flagged for risky play and drafts case notes for the responsible gaming team. It never changes a limit.
- Configure bonusesSets up deposit matches and free bets from a campaign brief, up to the cap you set. Self-excluded players are never targeted.
Answers to
- State gaming regulations
- Bank Secrecy Act (FinCEN casino rules)
- Age, identity and location checks
AI agents in healthcare
Prior authorizations, visit notes and eligibility checks. Agents read only the charts their clinician can read.
Agentic use cases
- Assemble prior authorizationsPulls the notes, orders and imaging a payer asks for into one authorization packet. A clinician reviews it and submits.
- Draft visit notesDrafts a visit note from the encounter and the chart, in the department's template. The clinician edits it and signs it.
- Verify eligibility before the visitChecks coverage for the next day's appointments overnight. Anything that needs a call before the visit goes to the patient access channel.
Answers to
- HIPAA minimum necessary
- Business associate agreements
- HIPAA Security Rule audit controls
- CMS prior authorization rule (CMS-0057-F)
AI agents for insurance claims
Claim intake, file summaries and fraud screening. Agents read only the claims assigned to their adjuster.
Agentic use cases
- Triage new claimsReads each first notice of loss, sets severity and line of business, and routes it to the right adjuster queue. It flags. It never settles.
- Summarize claim filesSummarizes medical records, police reports and correspondence in a claim file for the assigned adjuster. Only claims that adjuster handles.
- Screen claims for fraud signalsChecks each open claim against prior claims history and flags patterns for the special investigations unit. It never denies a claim.
Answers to
- NAIC Model Bulletin on AI Systems
- Unfair claims settlement practices laws
- Insurance data security laws
AI agents for law firms
Conflicts checks, clause extraction and redlines. Every agent acts as the lawyer who asked.
Agentic use cases
- Check new matters for conflictsSearches Intapp and past matters in iManage for parties that conflict with a proposed engagement. It reports. It never clears a conflict.
- Extract clauses from contractsPulls parties, dates, renewal and change-of-control terms from the contracts in a matter workspace. Only in matters the requester is staffed on.
- Draft redlines against the playbookMarks up a counterparty draft against your playbook and saves it as a new version. Counsel reviews it and sends it.
Answers to
- ABA Formal Opinion 512
- Privilege after United States v. Heppner
- Ethical walls (Model Rules 1.7, 1.9, 1.10)
AI agents for professional services firms
Proposals, staffing and engagement status. Each agent sees only the engagements its consultant works on.
Agentic use cases
- Draft proposalsReads an RFP and drafts a response from the firm's reuse library. Client names in past work are stripped before the model sees them.
- Match staff to engagementsMatches skills and availability to a new engagement's roles and proposes a team. Resource managers make the assignments.
- Report engagement statusReads the project plan and engagement files and drafts the weekly status report. It sees only engagements its consultant is on.
Answers to
- Client confidentiality terms
- AICPA Confidential Client Information Rule
- SOC 2
- GDPR and state privacy laws
AI agents for software companies
Escalation triage, incident summaries and release notes. Agents read code and incidents. Shipping stays with engineers.
Agentic use cases
- Triage engineering escalationsReads an escalated ticket and the code it points to, drafts a diagnosis and sets priority. Fixes stay with the engineer.
- Summarize incidentsFollows an incident's timeline and recent deploys, drafts status updates and a first postmortem. It never acknowledges, pages or resolves.
- Draft release notesReads the pull requests merged since the last release and drafts customer-facing notes. The release stays a draft until an engineer publishes it.
Answers to
- SOC 2
- ISO/IEC 42001
- EU AI Act
- State privacy laws (CCPA/CPRA)
Enabling agent operations
Governance at the agent‑action boundary.
However an agent was built and wherever it runs, the same three boundaries are available to control it: the code it ships as, the tools it calls, and the model it reasons through.
Code
Agent Registry
Make every agent known and manageable. Credentials issued, capabilities declared, lifecycle owned.
See moreTool
MCP Gateway
Evaluate every call against policy with full context. Allow, deny, or escalate. Filter what comes back.
See moreModel
Model Broker
Constrain how the agent reasons. Selection by policy, routing across providers, evals against real traffic.
See more