Practice · Roles in commerce2 min readReviewed

How do shopping agents, merchant agents and copilots differ?

Stefan Hamann · English
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A shopping agent works on behalf of the buyer. A merchant agent helps a seller answer questions and handle offers or orders. A copilot supports someone doing their job, such as a service rep or a catalogue editor. Each assistant’s task and permissions determine how independently it can act.

Three roles in the same order

A workshop needs a replacement motor by tomorrow. Its shopping agent asks several merchants for compatible models and delivery dates. One merchant’s agent checks stock and returns an offer from that shop. A customer service copilot shows a rep the request and suggests which details are still needed for a firm quote.

These roles can appear in the same interface. The customer should be able to tell whether the assistant is doing their shopping or explaining an offer from a particular merchant.

Who can see and do what?

Write down three things for each role: whose task it carries out, what data it needs and what actions it may take. A shopping agent might ask for a delivery slot. The merchant agent can tell it which slots are open. A slot reserved for exceptions needs approval from customer service.

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