The questions below are asked of several connections in one session. They are already in use.
A campaign, from spend to gift
Did the spring membership campaign work, and which channel carried it?
The assistant reads what was bought, how the posts and videos performed, what reached the site, who opened the email, and which gifts and memberships followed, then reports them on one timeline.
APIs. Display & Video 360, Sprout Social, YouTube, Google Analytics 4, Iterable, Raiser's Edge NXT
Alongside. Broadcast ratings and streaming viewership in the warehouse
Scoring a candidate store location
Is this address a good site for a seasonal store?
One geocoding call turns the address into coordinates and a county and tract code. Every other source keys off those: trade-area income and population, competitor counts, county retail GDP, unemployment, cars passing the corner, and whether past peak days were rained out.
APIs. Census Geocoding Services, Census Data API, BEA Regional, BLS LAUS, State DOT traffic, Open-Meteo, National Weather Service
Alongside. Ten years of per-location sales
Marketing activity against sales
What did last week's text campaign and posts do for store sales?
The assistant reads what was published and when, the opt-ins and coupon redemptions by keyword, and web sessions by channel, then sets those figures against daily sales by location.
APIs. Google Analytics 4, Texting123, Hootsuite
Alongside. Point-of-sale transactions
CRM and ERP in agreement
Which customers changed in the CRM but not yet in the ERP?
The assistant asks Salesforce for accounts updated in a window, looks up each customer number in the ERP, and lists the differences. Once the logic is settled it becomes a script that runs without a conversation.
APIs. Salesforce, Sage X3
Alongside. A managed script that runs the comparison on a schedule
Card settlement against the register
Do yesterday's settled card totals match what the registers recorded?
The assistant pulls settled totals from the payment processor's reporting API and compares them with register totals by location, then lists the locations that disagree.
APIs. Datacap
Alongside. Point-of-sale transactions