Project Brief: AI Agent Automation for Convenience Store Operations Business Context We operate high-volume convenience stores (fuel + tobacco/vape + beverages + snacks). Our POS/back-office platform is Petrosoft (Retail360). We also use Gilbarco for our fuel, and NetSuite as our ERP. We want to leverage AI agents to proactively automate core operational functions, reduce manual decision-making, and improve efficiency. Project Objectives - Prevent out-of-stocks by forecasting and reordering before issues occur. Optimize inventory to maintain ideal inventory levels. - Optimize labor scheduling based on historical patterns, traffic flow, holidays, and weather. - Monitor competitor pricing and recommend responses in real-time. - Improve merchandising through SKU-level performance and placement insights. - Provide managers with automated dashboards and actionable alerts. Top 5 Priorities 1. Predictive Inventory & Stockout Elimination • Use sales, seasonality, holidays, weather, and vendor lead times to forecast SKU demand. • Automate reorder recommendations → ensure critical categories (tobacco, energy drinks, beverages, snacks) never stock out. 2. AI-Driven Scheduling Optimization • Forecast labor needs using transaction data, foot traffic, holidays, and weather. • Generate weekly staffing recommendations to minimize wasted labor and prevent understaffing during peak hours. 3. Competitor Price Monitoring & Alerts • Integrate with data sources (e.g., GasBuddy) to track competitor fuel and key SKU pricing. • Push dynamic alerts with recommended actions (match/beat/hold) directly to managers. 4. Profit by Sq Ft Analysis + SKU-Level Merchandising Intelligence • Rank products by performance. • Flag bottom 10% slow movers and recommend: re-location, bundling, or replacement. • Provide space profitability insights ($ per square foot by location, by category, by product SKU). 5. Automated Dashboards & Notifications • Deliver daily executive dashboards summarizing sales, inventory risk, labor vs. traffic, and competitor prices. • Push urgent alerts (SMS/email) for high-impact issues: e.g., “Energy drinks will stock out in 3 days.” Technical Requirements - Integration: Secure connection with Petrosoft Retail360 (sales, inventory, labor, pricing, fuel). - Data Pipeline: Clean data extraction → AI forecasting/analysis → actionable outputs. - AI Agent Design: Natural language queries + scheduled jobs + automated alerts. - Manager Tools: Dashboards (web or app) + SMS/email notifications. - Scalability: Multi-store support with roll-up reporting at enterprise level. Expected Deliverables - System architecture design (how Petrosoft data will be integrated and processed). - Implementation of AI automations for each priority (inventory, scheduling, pricing, merchandising, dashboards). - Manager-friendly dashboards and alerting system. - Documentation + SOPs for ongoing use.