What is the AI assistant on eCOS ?
The AI Assistant is your new intelligent partner integrated with the CRM.
Designed to accompany you everywhere, it works in written or voice mode , even without an internet connection , to guarantee continuous support in the field as well as in the office.
Thanks to it, you save time and gain efficiency in your daily activities:
- Manage your appointments and organize your schedule effectively,
- Quickly search for a client, campaign, or product .
- Navigate the menus effortlessly, simply by voice command.
- Filter your customers according to your criteria.
- Order products directly from the CRM.
- Obtain clear and concise daily summaries ,
- Analyze your KPIs and track your performance instantly.
The AI Assistant transforms the way you work: it anticipates your needs, simplifies your tasks and helps you make the best decisions.
With it, every interaction becomes faster, more intuitive, and more efficient.
Your CRM becomes truly intelligent, at your service.
Understanding the commands recognized by the assistant
The AI assistant is capable of interpreting and executing a wide range of actions, both in writing and by voice.
This section helps you understand which commands are possible , how to formulate them , and which objects (appointments, orders, baskets, etc.) are recognized.
1. Possible Actions
Actions represent what you want to do .
The AI assistant includes several main types of actions:
| Action | Meaning | Examples of synonyms included |
|---|---|---|
| [SUGGEST] | Suggest an option, an appointment, or an action | to propose, to suggest |
| [CREATE] | Create or schedule an element | create, plan |
| [CANCEL] | Delete or erase an existing item | cancel, delete, empty |
| [ORDER] | Place an order | order |
| [RETURN] | Register a product return | return |
| [TO RESEARCH] | Start a search | to research |
| [TO START UP] | Starting or taking over a business | start, launch, resume |
| [FILTER] | Apply a filter to a list | filter |
| [SHOW_ME] | Display information or a screen | show, display |
| [GO] | Navigate to another section or another time period | Go, menu, return |
| [MOVE] | Postpone or reschedule an appointment | move, postpone |
| [QUESTION] | Ask a question (date, time, etc.) | When ? |
| [PREPARE] | Prepare for a visit or an action | prepare |
| [DUPLICATE] | Copy a command or an element | duplicate |
| [COPY] | Copy content | copy |
| [ANALYZE] | Analyze and compare KPIs according to the criteria | What is the change, what is the gain/loss, compare |
2. Recognized Entities
The entities represent the objects on which the AI assistant can act .
| Entity | Description | Examples of recognized words |
|---|---|---|
| [APPOINTMENT] | Appointment, visit | visit, appointment, meeting |
| [ORDER] | Customer order | order |
| [CART] | Shopping cart | basket |
3. Recognized Commands (voice or text)
The AI assistant understands natural syntax, allowing you to interact smoothly.
Here are some practical examples for each type of action.
Manage appointments
" Suggests an appointment for Auchan Bagnolet "
" Create a meeting on April 15th at 10am for Carrefour Lyon "
" Cancel the next appointment with Intermarché Lille "
" The Auchan appointment has been moved to April 4th at 10am "
" When is the next meeting with Casino scheduled? "
" Go to the next/previous week "
" Switch to day/week/month view "
Managing orders and returns
" Order 3 cases for March 5th "
" Cancel the order for Carrefour Paris "
" Duplicate the last order for Auchan Bagnolet "
" Return 2 units "
Search and filter
" Carrefour Search "
" Filter for the Leclerc store "
" Remove filters "
" Cancel search "
Navigation and display
" Show me my visits today "
" Go to April 15th in the calendar "
" Father Easter 2025 campaign poster "
Records
" Present at 3 to 4 euros 85 "
“ Facing 3 ”
💬 Tip
You can speak or write naturally:
"Schedule an appointment with Carrefour for tomorrow morning."
"Show me next week"
"Order 5 free packs for March 12th"
The AI assistant understands the concepts of date, time, period (morning/afternoon) and knows how to adapt the answers according to the context (for example after a creation or a previous question).
4. Track my key performance indicators (KPIs)
The AI assistant can analyze your key indicators (DN, PDL, volume, etc.) and present their evolution over a given period.
Comparisons are currently being made on a monthly basis .
Examples of recognized commands:
"What is the evolution of the DN for Bagnolet?"
"What is the evolution of the DN Bagnolet between January and April?"
"What is the evolution of the DN and PDL for Bagnolet and Cesson between January and June?"
"What is the evolution of Carrefour's distribution network between January and April?"
"What has been the evolution of the DN (National Distribution) for Bagnolet since January?"
"What has been the evolution of the DN for Bagnolet since January 2024?"
💬 Tip
You can request multiple KPIs or multiple points of sale in the same sentence.
"What is my DN for AUCHAN?"
"And what about Carrefour?"
"And what about my PDL?"
Calculate a gain or a loss
The AI assistant can also show you the numerical variations of an indicator, whether it is a gain or a loss over a given period.
Examples of commands:
"What is the DN gain for Bagnolet?"
"What is the loss of PDL (Payment in Local Units) for Carrefour since March?"
"What has been the net gain for Bagnolet since March?"
💬 Tip
The response will directly display the figure corresponding to the gain or loss over the requested period.
5. View my goals for today or a specific date
This command provides a complete and contextualized summary of your planned activity for a day (today, tomorrow or a specific date).
It serves as a true business planning assistant .
Examples of recognized commands:
"What are my goals for today ?"
"What are my goals for tomorrow ?"
"What are my goals for April 5th ?"
Content of the generated summary
The AI assistant automatically compiles information from multiple sources to provide you with a comprehensive and actionable overview of the day :
| Element | Description |
|---|---|
| Today's visits | List of all planned visits with their subtype (e.g. store visit, merchandising, negotiation…) and mention of overnight stays if applicable. |
| Comments from previous visits | Summary of remarks, feedback or points of attention from previous visits to the same point of sale. |
| Visit preparations | Display of preparation comments (actions to plan, documents to bring, points to address). |
| Promotions negotiable | List of current or upcoming promotions to be discussed with the client. |
| Monitoring of remaining volumes and products | Indicates products not yet sold on promotions, remaining volumes or to be relaunched . |
| Products to be rent to achieve KPI objectives | Suggestions for commercial actions to achieve your performance indicators (DN, PDL, volumes, etc.) . |
| Visit time / travel time / total | Calculation of the time planned for each visit , the total travel time , and the overall time for the day . |
| Today's deliveries | Summary of the operational schedule of deliveries to be followed during the day. |
If you ask “for tomorrow”
The AI assistant will also show you unprepared visits still awaiting validation or completion so you can plan your day.
Available output formats
The summary can be exported or shared in several ways depending on your needs:
| Format | Description |
|---|---|
| Automatic generation of a PDF summary ready to be printed or shared. | |
| HTML / Email | Sending a summary by email or displaying it on an HTML page integrated into the CRM. |
| Direct download | Download option from the interface. |
| “Copy” button | Allows you to copy the summary content to send or paste it elsewhere (email, report, etc.). |
Usage tips
You can formulate your requests freely:
"What are my goals for today?"
"What are my goals for tomorrow?"
"What are my goals for November 10th?"
The AI assistant automatically recognizes the period, retrieves the data associated with your profile (planning, objectives, deliveries, comments, promotions, etc.), and provides you with a personalized and immediately usable summary .
💬 Tip
When the AI assistant asks a question, it is now possible to answer by voice , simply by reading the text displayed on the buttons .
6. Live monitoring & real-time advice
The AI assistant has a real-time advice function ( Live Monitoring ) allowing it to adapt its suggestions according to your context and location .
He thus becomes proactive and assists you throughout your visits, orders and analyses.
During a visit
Depending on the current step, the AI assistant can automatically suggest relevant actions:
| Stage | Suggested actions |
|---|---|
| Statement | Highlights products that are missing or out of stock |
| Order | Recalls the last orders from the point of sale to facilitate duplication . |
| Promotion | Highlights promotional campaigns ending within the next 30 days . |
| Fence | Perform a comprehensive review of all recommendations associated with the visit. |
In the product catalog
The AI assistant recalls previous orders for the same customer or product type, to facilitate entry and consistency of actions.
In the customer file
The AI assistant's behavior depends on the available analysis mode:
| Case | Functioning |
|---|---|
| Active visit suggestion | The AI assistant reuses the results of the visit analysis to formulate its recommendations. |
| Inactive visit suggestion | The AI assistant uses the SPS (Score Perfect Store) to offer relevant advice. |
A 5-minute buffer is applied before a new tip is generated, in order to avoid redundant suggestions.