Agentic Commerce OS — Partner Playbook
Start with the problem.
Grow with the
platform.
Every client conversation starts somewhere. Match the pain to the right product entry point. Show how the platform compounds value as you grow the relationship.
CDP + BI is always included. AI Segmentation and AI Shopping Assistant + Search activate independently.
Platform architecture
01
CDP + BI
First-party behavioral data at the infrastructure layer. Business Intelligence surfaces it instantly in plain English.
Always included↓
02
AI Segmentation
Natural language interface turning CDP behavioral data into dynamic audience segments. No SQL required.
Independent add-on↓
03
AI Shopping Assistant + Search
Conversational discovery, comparison, and order support on the storefront. AI Search powers search bars and collection pages.
Independent add-onAgentic Commerce os plans
Four plans. Every one includes the Customer Data Platform.
Each plan is a standalone purchase built around a specific buyer and use case. The Customer Data Platform comes standard with every plan — it’s the data layer that makes each product work. Start where the client pain is greatest. The Full OS is available for teams ready to activate all three capabilities at once.
Business Intelligence
Data + Reporting
First-party behavioral data at the infrastructure layer, with plain-English reporting built in.
Customer Data Platform
standardBusiness Intelligence
AI Segmentation
AI Shopping Asst + Search
Marketing
Data + Segmentation
Natural-language audience building on top of first-party behavioral data. No SQL. No data team queue.
Customer Data Platform
standardAI Segmentation
Business Intelligence
AI Shopping Asst + Search
Commerce
Data + Storefront AI
AI search and conversational shopping on the storefront, powered by first-party behavioral and catalog data.
Customer Data Platform
standardAI Shopping Asst + Search
Business Intelligence
AI Segmentation
Full OS · Recommended
Complete platform
All capabilities in one plan. Maximum compounding value across data, marketing, and storefront.
Customer Data Platform
standardBusiness Intelligence
AI Segmentation
AI Shopping Asst + Search
How to use this playbook
Three steps. Every conversation.
Don’t lead with product. Lead with the problem. The right entry point becomes obvious once you know which pain the client feels most.
01
Open with a diagnostic question
Listen for the client pain and identify the buyer in the room. Each use case below includes a ready-to-use conversation starter. Ask one. Let the answer guide the rest.
02
Match the pain to the tier
Each use case maps to a primary product entry point and the commercial tier it opens. Start with what solves the most urgent problem. Every entry point is a real sale.
03
Show how the platform grows
Every conversation has a natural expansion path. The CDP amplifies the precision of every add-on. The Full OS is where compounding value becomes the story — and the reason to expand the relationship.
Six use cases
Match the pain. Open the door.
Every use case below identifies the client’s most pressing problem, the product that solves it, and the service opportunity it creates for your practice.
Use Case 01Conversion Rate Optimization
Commerce tier entryVP Ecommerce / Merchandising
The pain
Shoppers abandon because discovery is slow, comparison is friction-heavy, and product pages don’t answer questions. Traditional CRO tools observe behavior after the fact, from outside the commerce stack. By the time insights arrive, the moment has passed.
The solution
AI Shopping Assistant + Search reduces friction at discovery, comparison, and decision — directly on the storefront, powered by CDP behavioral data already in the foundation. When AI Segmentation is added, the highest-abandonment audiences are identified and targeted first.
Expansion path
Service opportunity
AI Shopping Assistant deployment + KPI baseline
AI Segmentation retainer for abandonment audiences
Conversation starter
“Where in the funnel are your client’s shoppers dropping off — and how long does it take to identify that?”
Use Case 02AI-Native Commerce Readiness
Foundation tier entryIT / Data ops → VP Marketing
The pain
Clients don’t know if their product and behavioral data is structured correctly to appear accurately in AI-driven discovery surfaces — Google, ChatGPT, Perplexity. They can’t answer the question: “Are we visible where shoppers are going next?”
The solution
The CDP structures first-party behavioral data at the infrastructure layer, aligned with Google’s Universal Commerce Protocol and OpenAI Commerce APIs. BI surfaces data health and readiness insights immediately. No replatforming required.
Expansion path
Service opportunity
AI readiness audit + data structure remediation
UCP / ACP compliance roadmap
Ongoing data hygiene retainer
Conversation starter
“If a shopper asked ChatGPT to recommend a product your client sells, would the answer be accurate — and would it lead back to their store?”
Use Case 03B2B Catalog Discovery and Quoting
Commerce tier entryVP Ecommerce / Merchandising
The pain
B2B clients run 100K+ SKU catalogs with customer-specific pricing and complex quoting workflows. Standard keyword search fails. Buyers abandon because they can’t find the right product or configuration — and end up calling support instead of converting.
The solution
AI Shopping Assistant + Search handles compatibility-aware recommendations, policy-constrained responses, and guided navigation within approved pricing boundaries — all powered by CDP catalog and behavioral data. Returns buyer behavior informs product ranking across sessions.
Expansion path
Service opportunity
AI Shopping Assistant B2B deployment
ERP and PIM integration scoping
AI Segmentation for procurement buyer audiences
Conversation starter
“How many support tickets does your client get from buyers who can’t find the right product or configuration?”
Use Case 04Customer Retention and Re-Engagement
Marketing tier entryVP Marketing / Demand gen
The pain
Customers go dormant without warning. Segmentation is manual, delayed, and stuck inside the ESP. By the time a re-engagement campaign launches, the window has passed — and the signals came from proxy data, not real behavioral patterns.
The solution
AI Segmentation surfaces at-risk audiences in seconds via plain-language queries grounded in CDP behavioral data. Segments push directly to Klaviyo — no CSV, no lag. Churn signals come from real behavioral patterns, not ESP proxies that arrive too late.
Expansion path
Service opportunity
AI Segmentation deployment + Klaviyo activation
Monthly cohort tracking retainer
AI Shopping Assistant to address root-cause abandonment
Conversation starter
“How does your client currently identify customers who are about to churn — and how long does that take?”
Use Case 05Regulated Commerce Compliance
Commerce tier entryVP Ecommerce / Legal / Compliance
The pain
Regulated merchants — firearms, cannabis, tobacco, alcohol — need AI-powered shopping experiences but face age gating, jurisdictional restrictions, and content compliance requirements. Generic AI tools can’t operate within these constraints.
The solution
AI Shopping Assistant + Search executes strictly within approved catalog data, policy boundaries, and defined response domains. No hallucination risk. No third-party script dependency. CDP behavioral data enables personalization within the same compliant guardrails.
Expansion path
Service opportunity
Compliance audit
AI Shopping Assistant with policy guardrails
Age verification and geo-restriction configuration
Conversation starter
“Is your client currently able to offer AI-powered shopping assistance without risking a compliance violation?”
Use Case 06Campaign and Peak Demand Readiness
Marketing tier entryVP Marketing / Demand gen
The pain
Static audience lists and manual pre-provisioning mean marketing spend underperforms when traffic surges hit. The right audiences don’t receive the message in time — and the storefront can’t keep up when they do.
The solution
AI Segmentation activates high-intent audiences before and during campaign windows, grounded in real CDP behavioral signals captured in the traffic path. When AI Shopping Assistant is added, the traffic surge converts on-site — not just in the inbox.
Expansion path
Service opportunity
Campaign audience pre-build + Klaviyo / paid media activation
Post-campaign cohort analysis
AI Shopping Assistant for on-site conversion
Conversation starter
“What happened to your client’s last major campaign — did the right audiences receive it?”
Outcomes and expansion paths
Every entry point grows toward the full OS.
Start with the product that solves the most urgent pain. Add layers as value compounds and the relationship deepens.
+23%
Average conversion rate increase from AI-powered personalization and shopping assistance
+31%
Increase in email revenue from agentic marketing and AI segmentation
+18%
Improvement in average order value from intelligent product recommendations
-27%
Reduction in customer acquisition cost through lookalike modeling and paid media optimization
80%
Reduction in manual segmentation work through AI-generated audiences and activation
60%
Reduction in time spent on campaign creation through autonomous content generation
Expansion path reference
Ready to take this to a client?
Reach out to your Webscale partner contact to request a live demo, access technical resources, or start scoping a deployment.