What the agent handles
Order status and returns
Look up an order by number, email, or phone, read back the shipping and delivery status, start a return or exchange, and send the label or ticket reference by SMS or email.
Store hours and stock
Answer hours, location, and delivery windows from the knowledge base, and check live stock before the caller drives to the store or places an order.
Booking and personal shopping
Book an in-store appointment or a personal-shopping slot during the call by checking availability and confirming the time to both sides.
After-hours and overflow capture
When the store is closed or the team is busy, calls roll to Alex instead of voicemail. Every enquiry is resolved or captured with full context for the morning.
Example call flow
Two entry points, one agent. A call to your number and a chat from the storefront widget both land on the same Alex, which identifies the intent and resolves it or hands off cleanly.Put a widget on the storefront
Add an inbound voice widget so shoppers can talk to Alex without leaving the page. Paste the script tag before the closing body tag on a static or hosted storefront (Shopify, WordPress, Wix, Squarespace, or a static export from v0 or Bolt).data-tenant-id is shown in the widget code panel in-app, or an AI agent can fetch it with the smartalex_get_widget_install_code tool.
The default pill variant is voice-first with chat and is the safe choice for a storefront. Restyle colours, position, and greeting in Widget Studio without touching the site again. One widget is active per workspace at a time. See widgets and widget install for every variant and platform guide.
Build it with an AI agent
Connect SmartAlex to Claude Code (or any MCP client) over the hosted server. No install, no config file: Claude Code prompts you to authenticate in the browser.smartalex_create_agent tool scrapes the site, analyzes the business, writes an optimized prompt, and deploys a live agent in about 30 to 60 seconds. From there the same agent can search and buy a phone number, tag and segment contacts, read call transcripts, and move deals through the pipeline, across 28 tools spanning voice agents, contacts, campaigns, calls, deals, numbers, webhooks, and widgets.
The live programmatic surfaces today are the MCP server and Custom HTTP Tools. A public REST API and a TypeScript SDK are in private beta. If a shipped REST API is a hard requirement right now, factor that into your timing.
Connect your order and stock systems
Order lookup, shipping status, returns, and live stock checks connect to your own commerce and courier systems. Custom HTTP Tools let the agent call any endpoint you own (order API, warehouse system, courier tracking) mid-call, and Connectors cover common integrations. Custom HTTP Tools ship with the Power Tools add-on at $29/month. Switch tools on per agent from Agent Tools. When Alex cannot resolve a call (a genuine complaint, a fraud dispute, a complex return), it transfers to a person with the order number, caller details, and a conversation summary already attached, so nothing gets repeated.Outbound win-back campaigns
When a cart is abandoned or a customer has gone quiet, run an outbound win-back campaign. Upload the segment, set the script and retry logic, and Alex calls at scale, logging every result to the CRM and moving warm replies into the deals pipeline. An AI agent can create the campaign, add contacts in batches, and start calling through MCP. Outbound calling is the Outbound Campaigns add-on at $49/month. See campaigns for scheduling and reporting.What you pay
The Professional plan is $99/month and includes 250 minutes, one agent, and one phone number. Add Outbound Campaigns ($49/month) for win-back calling and Power Tools ($29/month) for Custom HTTP Tools and integrations. Both add-ons are included on Enterprise. The full breakdown, usage rates, and the free plan are on the pricing page and add-ons.Related
Storefront widget setup
Every widget variant, plus platform install guides for Shopify, WordPress, and React.
Run a win-back campaign
Upload a segment, set retry logic, and call at scale with results synced to the CRM.
Build with an AI agent
Connect Claude Code or another MCP client and build your retail agent from your site.
Small business use case
The same playbook for a single-location shop or service business.

