Simplifying Complex Workflows with AI Agents for CPG Companies
Imagine a world where your sales team doesn’t wait days for performance reports, your marketing team never digs through folders for campaign assets, and quality assurance teams find SOPs and quality report details in seconds. That’s the world AgentSense is unlocking with purpose-built AI agents for CPG companies.
Today’s consumer goods industry is fast, fragmented, and flooded with data. From shifting regulations to complex contracts and disconnected platforms, it’s harder than ever to operate efficiently. AgentSense bridges the gap, transforming raw data into real-time answers and operational clarity.
Whether you’re managing vendor contracts, analyzing retail performance, or reviewing compliance documentation, AgentSense helps your team move faster with accuracy and confidence.
DocuCortex: Intelligent Document Insights for CPG
Imagine asking, “What are the renewal terms on our Walmart contract?” and having the answer pop up in seconds with no digging and no confusion. That’s what Docucortex does. It reads documents, policies, reports, and pricing sheets and gives you exactly what you need when you ask.
Docucortex is a document-savvy AI agent that is purpose-built for CPG. It reads contracts, policies, spreadsheets, and pricing docs, then pulls out exactly what you need. Whether you’re in legal, sales, or marketing, Docucortex delivers instant, reliable answers.
How CPG teams can use Docucortex
1. Contract Intelligence for Sales and Legal
Picture a sales director preparing for a high-stakes retailer meeting. She needs to know if there’s a penalty clause buried in a 70-page agreement. Instead of digging, she simply asks Docucortex, and within seconds, it surfaces the clause with a link to the exact page. The result? She walks into the meeting fully prepared.
2. Asset Retrieval for Marketing
A brand manager is finalizing a last-minute campaign. She needs the current price list and the most recent product images. Rather than waiting for emails or scanning shared drives, she asks Docucortex. Done. Instant delivery with verified, up-to-date assets.
3. Compliance Support for Legal Teams
Regulations in packaging change across regions. Your compliance officer is asked to verify excise duty rules for three provinces. Instead of calling legal or browsing outdated PDFs, Docucortex pulls the latest guidance, points to the source document, and cuts audit prep time dramatically.
4. Supply Chain Pattern Recognition
Operations teams need to know why a certain SKU has recurring delivery delays. Docucortex analyzes historical vendor reports to detect hidden trends, flagging inconsistencies that may be affecting supply chain reliability. By surfacing root causes, such as frequent stock shortages or distribution bottlenecks, teams can take proactive steps to optimize logistics.
At the same time, quality assurance teams managing multiple SOPs and compliance reports require instant access to regulatory details and past audit records. Instead of manually sifting through scattered files, Docucortex retrieves relevant standards, highlights deviations, and pinpoints recurring quality issues across production cycles. By streamlining document navigation and compliance checks, QA teams can ensure consistency, reduce errors, and accelerate time-to-market.
It works in any language, connects directly to your source files, and protects sensitive data with enterprise-grade security. One of our clients reduced contract lookup time by 80 percent. Their legal team now focuses more on strategy, not search.
DataGenie: Sales & Marketing Insights on Demand
Ever asked, “Why did Q2 sales drop in the Northeast?” DataGenie gives you the answer in a clean, visual dashboard that updates live from your actual data systems. It’s not just about the numbers. It’s about turning those numbers into answers.
DataGenie is your on-demand analytics partner. Built for CPG companies, it answers business questions using your data systems, turning queries into visual dashboards, summaries, and insights you can act on. Acting as a single source of truth, it consolidates data scattered across multiple systems, ensuring seamless access to accurate and up-to-date information. Instead of navigating disconnected platforms, teams can rely on one unified AI-powered solution to extract meaningful insights and drive smarter business decisions.
How CPG teams use DataGenie
1. Sales Performance Tracking
A regional sales manager wants to check why a new product line underperformed last month. She types a simple question: “What were Q3 sales for SKU X in the Northeast?” DataGenie generates a visual report showing that two key retailers didn’t restock and highlights lost revenue.
2. Campaign ROI Monitoring
A digital marketing lead needs to know if the back-to-school campaign converted. DataGenie compares engagement, conversion, and spending across channels, surfacing what worked and what didn’t so the next campaign can be optimized on the fly.
3. Customer Segmentation and Retention
The loyalty team wants to target at-risk customers. With one question—“Which customers purchased three times in H1 but haven’t returned since?”—DataGenie pulls a list, shows behavior trends, and allows the team to trigger re-engagement tactics.
4. Product Performance Monitoring & End-to-End Supply Chain Visibility
Teams across the company—product, sales, even execs—can instantly access insights without relying on BI teams or waiting for analysts. Instead of traditional ad-hoc reporting, DataGenie delivers real-time product performance monitoring, enabling teams to track sales trends, customer engagement, and operational efficiency at a glance. Whether assessing what products are working well or identifying areas for improvement, the AI-powered dashboard ensures clear, actionable insights.
Beyond product performance, DataGenie provides end-to-end supply chain visibility, tracking deliveries from manufacturing to final distribution. With instant updates on inventory levels, transit status, and vendor reliability, businesses can proactively address bottlenecks and optimize logistics without manual intervention.
One client saved 40 hours a month by using DataGenie for product tracking and performance insights instead of waiting on traditional reporting processes. That’s the power of putting real-time data into everyone’s hands.
AgentForce for Marketing Cloud: Intelligent Campaign Execution
Your marketing team knows the message. AgentForce helps them deliver it faster, better, and more precisely. It connects directly with Salesforce Marketing Cloud to run personalized campaigns and optimize results.
AgentForce campaign workflows. Think of it as a campaign planner, data analyst, and marketing ops assistant all in one AI agent.
How CPG teams can use AgentForce
1. Campaign Launch in Half the Time
A campaign manager is tasked with launching a Mother’s Day promotion on three channels, with segmented audiences, in just two days. AgentForce recommends the audience, pulls historical creatives that worked, and schedules the emails and SMS flows, turning two days of work into two hours.
2. Personalized Messaging at Scale
An email campaign for a loyalty program used to be a one-size-fits-all blast. Now, AgentForce helps segment customers by behavior—frequent buyers, recent churns, high cart values—and creates tailored content for each. Engagement jumps overnight.
3. Competitive Social Listening
Brand teams want to know how their latest product compares to competitors. AgentForce scans public chatter, influencer reviews, and support channels to surface sentiment trends, helping brands react quickly and refine messaging.
4. Sales Enablement and Account Planning
Field reps need custom pitch decks for key accounts. AgentForce pulls product performance data, buying behavior, and customer preferences to generate dynamic slides for each meeting without manual research or data wrangling.
A global CPG brand used AgentForce to cut campaign launch time in half. Their engagement rates went up, and their team got more done with less back-and-forth.
The Next Era of AI Agents for CPG Companies is with AgentSense, it is built to enhance efficiency through intelligent data processing today, with a roadmap toward autonomous AI agents that will execute tasks, optimize workflows, and refine business processes in the future.
It’s more than a product; it’s a productivity multiplier for CPG teams. Instead of toggling between platforms and waiting on manual reports, your people get answers, insights, and actions instantly.
Ready to transform the way your CPG organization operates?
Let’s talk about how AI agents for CPG companies can help you grow, adapt, and lead.
