Lead Generation
AI Sales Agent for Ecommerce & D2C
Shoppers get product advice and order answers in one conversation, and sales-ready ones reach a person with context attached.
Shoppers ask about sizes, stock and delivery before they buy, and wholesale or bulk buyers need a person fast. This edition talks with shoppers on your chosen channel, recommends products from your catalog, answers order and returns questions from live store data, and hands large, custom or wholesale orders to your team with the full conversation attached.
- Product advice and order answers in one conversation
- Wholesale, bulk and corporate enquiries handed to your team
- Post-purchase follow-ups sent within your approval rules
$6,900
20–30 working days
Optional maintenance $345/mo
What it is
AI Sales Agent for Ecommerce & D2C talks with shoppers on your chosen channel, recommends products from your catalog, answers order status and returns questions from live store data, and runs post-purchase follow-ups. Shoppers your rules mark as sales-ready, such as large or custom orders, go to a person. Every handoff arrives with the conversation attached.
Why businesses buy it
Online stores lose sales in small moments: an unanswered size question, a delivery worry, a wholesale enquiry that sits in a general inbox. Each one is a buyer who was ready to spend. This edition answers shoppers instantly from your own catalog and policies and makes sure high-value enquiries reach a person quickly. The written scope covers the channel, the store and CRM or helpdesk connections and the Ecommerce & D2C workflows before you order, so you know exactly what is built for your store.
Problems this solves
Shoppers leave when they cannot find the right product
The agent talks with shoppers on your chosen channel and recommends products from your catalog. Shoppers get help choosing without waiting for a staff member to reply.
Order status and returns questions bury the team's inbox
The agent answers order status and returns questions from live store data. Your team spends less time looking up orders and more time on sales.
Bulk or custom enquiries get the same treatment as small orders
Your rules mark shoppers as sales-ready, such as for large or custom orders. Those shoppers go to a person on your team, with the full conversation attached so nobody asks twice.
Post-purchase follow-up is patchy or missing
The agent runs post-purchase follow-ups set in your Ecommerce & D2C workflow templates. Customers hear from you after delivery, without the team sending each message.
A good fit if
Shoppers ask which product suits them before buying, and the answer depends on details your team explains every day.
Order status and returns questions crowd out the conversations that could turn into a sale.
Some enquiries, such as bulk, gifting or custom orders, deserve a person, and you want them spotted and passed on with context.
Your store runs on Shopify or WooCommerce, alongside a CRM such as HubSpot or an email tool such as Klaviyo.
Not the right fit if
You only want order and returns questions resolved, with no selling or handoffs. See AI Customer Support Agent for Ecommerce & D2C.
Your shoppers mostly message you on WhatsApp. See WhatsApp AI Sales Agent for Ecommerce & D2C.
You want product guidance inside a Shopify store without CRM handoffs or nurture. See Shopify AI Sales Assistant.
Your main loss is abandoned carts that need timed reminders. See AI Abandoned Cart Agent.
You need store, helpdesk and CRM all connected at once. Add the Additional Helpdesk Integration, or add a note at checkout for a Change Quote.
How it works
- Two systems are connected with read and write access, usually your Shopify or WooCommerce store plus HubSpot, Klaviyo or your helpdesk.
- Your product guides, policies and up to 100 documents become its knowledge, alongside the Ecommerce & D2C intent library for shopper questions.
- Product questions get advice. The agent asks what the shopper needs, then recommends from your live catalog, with prices as your store shows them.
- Order status and returns questions are answered in the same conversation, from order data and your written returns policy.
- Shoppers who meet your sales-ready rules are handed to a rep with the conversation and order history attached; anything outside your approval rules is held.
- After a purchase, follow-ups run inside your rules, such as care tips or a reorder reminder, and every exchange is logged to your CRM.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Admin or API access to your store and one other system, such as HubSpot, Klaviyo or your helpdesk, with test records if you have them.
- Product guides, sizing or compatibility notes, and your shipping, returns and refund policies.
- Your rules for when a shopper is sales-ready, and for any discount or exception the agent may not offer on its own.
- Ten real shopper conversations or emails, including some that became larger orders.
- The person who takes handed-off conversations and approves exceptions.
- Your business information and one decision-maker for approvals.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified; sales-ready rules, policies and channel confirmed.
Weeks 1–2
Product advice, order and returns flows built on the Ecommerce & D2C template.
Week 3
Store and second system connected with read and write access.
Weeks 3–4
Shopper scenarios, 50 in all, tested and shared with you.
Week 4
Two rounds of changes to advice, tone and handoff rules.
Go-live
Live on your channel, recorded 60-minute handoff, support begins.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $6,900 |
| Express | 15–25 working days | $7,950 |
| Rush | 10–20 working days | $8,950 |
What you receive at handover
- The AI Sales Agent configured on one channel and connected to your store and one other agreed system
- An Ecommerce & D2C intent library and workflow templates for recommendations, order questions and handoffs
- A test report covering 50 shopper scenarios
- An admin guide and recorded 60-minute handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can help more shoppers find a product they want to buy.
- Gives your team more time for wholesale and high-value enquiries.
- Makes post-purchase contact more consistent.
- Conversations that end in an order
- Compare orders placed after a chat with total chat conversations, using store and chat data, before and after launch.
- Order status and returns tickets
- Count these tickets handled by staff in your help desk for the month before and after launch.
- Bulk and custom enquiries handed to a person
- Track handoffs logged as sales-ready and the orders that followed, comparing matching months.
Before you start: Record a month of shopper conversations, order status and returns tickets, and bulk or custom enquiries. Note how many bulk enquiries became orders.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
You pay once for the build. Running it costs roughly $50 to $250 a month in AI model usage and hosting in your own accounts, on top of your store, CRM or helpdesk plans. Busy sale periods push conversation volume, and usage, toward the top of that range.
AI usage during build and testing is billed to your accounts as well.
Ask about running costsCustom requirements
A third connected system, a second channel or more than six workflows go through a Change Quote. Add a note at checkout and you receive a written quote; your original order keeps its timeline either way.
Request a custom versionKeep it running
Monthly maintenance covers monitoring, fixes and change hours, enough for new product lines, seasonal offers and updated returns rules. It starts after the 30 days of support and can be cancelled any month.
$345/mo (5% of the build price a month, includes 3 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A store chat app charges monthly, often by conversation volume | A custom agency quotes after discovery | Ours is one fixed price, shown before you buy |
| Product advice | A chat app often points shoppers to search results | Depends on what was built | Ours asks what the shopper needs and recommends from your catalog |
| Order questions | Usually a separate support tool | Depends on the integration | Ours answers order status and returns in the same conversation |
| Handoff | A transcript lands in a shared inbox | Agreed per project | Ours passes sales-ready shoppers to a rep with order history attached |
| Delivery | Installs quickly, then needs tuning | Often several months | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
Can the D2C sales agent recommend products from our live catalog?
Yes. It reads your product catalog from Shopify or WooCommerce through the connected store, so recommendations reflect current products and prices. It asks what the shopper needs first, then suggests options using your own guides and product data. It does not invent products or specifications it cannot find there.
What counts as a sales-ready shopper for an ecommerce brand?
Whatever your rules say. Examples include bulk or corporate orders, custom configurations, or a basket above a value you set. When a conversation meets those rules, the agent hands it to the person you name, with the conversation and order history attached and logged in your CRM.
Will the ecommerce sales agent offer discounts to close a sale?
Only inside the approval rules you set. If your playbook allows a specific offer in a specific situation, it can make that offer. Anything else, such as a custom discount or a price match, is held for your approver rather than promised to the shopper in the conversation.
How is this different from AI Customer Support Agent for Ecommerce & D2C?
The support agent resolves order and policy questions. This sales agent does that too, and also gives product advice, qualifies shoppers against your sales-ready rules, hands deals to a rep and runs post-purchase follow-ups. Choose the support build if there is no sales motion to hand off to, and this one if wholesale or high-value orders matter.
Which two systems should an ecommerce brand connect to the sales agent?
Usually your store, Shopify or WooCommerce, plus whichever tool needs the conversation record: HubSpot for sales handoffs, Klaviyo for post-purchase follow-ups, or your helpdesk. The scope covers two systems with read and write access, and a third is added through an add-on or a Change Quote.
How long does AI Sales Agent for Ecommerce & D2C take to build?
The standard delivery time is fixed and shown next to this page, with express and rush options before a big sale period. Store access, policies, product guides and sample conversations are due within 72 hours of ordering, and each day late moves delivery by 3 working days.
What does the ecommerce sales agent cost to run each month?
Roughly $50 to $250 a month in AI model usage and hosting, in your own accounts, plus your existing store, CRM or helpdesk plans. Peak sale periods push it higher. Monthly maintenance is optional and suits brands that change products and offers often.
Answer the order question, then make the sale.
Order AI Sales Agent for Ecommerce & D2C and shoppers get product advice and order answers in one place, with big orders sent to your team.
Works well with
Revenue
AI Post-Purchase Agent
Runs post-purchase messaging for onboarding, cross-sell and review requests.
Front Line
AI Order Support Agent
Answers order status, delivery and change requests using live order data.