Learn New AI Use Cases and Workflows: Case Study (Retail/Commerce)

Take AI to the next level with advanced customer support via this case study In retail and commerce, but broadly applicable. AI beyond answering basic questions. Customers expect to update orders, manage subscriptions, track shipments, and resolve issues immediately — without switching channels or waiting for an agent.

In this conversation, leaders from Forethought and Birdy Grey discuss how AI can move beyond FAQ automation to execute real tasks across systems like Shopify and other commerce tools. You’ll hear how Birdy Grey built workflows that allow customers to cancel orders within fulfillment windows, manage subscriptions through interactive experiences, and receive dynamic retention offers — all while maintaining control over customer experience and operational efficiency.

The discussion will cover:

  • What it takes to design AI workflows that complete end-to-end tasks
  • How automation can support peak day-parts and seasonal demand without scaling headcount
  • The operational impact of shifting customers toward chat-based support
  • Implementation lessons, including where structure and flexibility both matter

This session is designed for CX, sales, retail and commerce leaders looking for a realistic view of how AI can improve both customer experience and support operations today.

Speakers:

Erica Clayton, Forethought, Head of Partnerships

Nina Hadzi-Antich, Director of Customer Experience, Birdy Grey

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