From Prompt to Performance: The Five Stages of Agentic Merchandising


From Prompt to Performance: The Five Stages of Agentic Merchandising

A powerful frontier model isn’t the primary differentiator of your systems. Context is: an understanding of your catalog, performance data, business goals, operational constraints, how your best merchandisers make decisions.

In this virtual workshop with Coveo we map the five stages between one-off prompts and trusted delegation, and provide a live demo of Coveo’s Merchandising Agent in action, moving from stated intent to analysis, recommendation & an approved change.

You’ll leave with a practical framework for deciding what to delegate next, what context the agent needs, what evidence should unlock each stage, and how to grow autonomy without losing control of your storefront.

Most teams stall at the same point: they are comfortable letting an agent suggest, but not act. 


Key takeaways

  • The five progression steps to trusted delegation: ad hoc assistance, repeatable skills, scheduled analysis, proposed changes under review and bounded autonomous action.
  • How to adapt to natural-language questions, and expectations shaped by ChatGPT, Perplexity, and AI-powered search. 
  • Managing the challenges faced by enterprises in no longer just delivering a shopper experience that understands intent and guides discovery, but providing merchandisers an agent they can actually trust with the work.

Your Speakers

Jason Fernandes

Senior II Product Manager, Coveo

Jason Fernandes is a Senior Product Manager at Coveo, where he works on agentic products for operators at B2B and B2C commerce and knowledge teams. He has spent more than 10 years applying AI in enterprise commerce. He also builds and relies on his own agentic tools every day, which gives him first-hand experience of handing operational work to an agent.

Anthony Delage

Manager, Product Manager

Anthony Delage is a Product Lead at Coveo with more than a decade of experience across data, product management, personalization, and digital experience. Over the past five years at Coveo, Anthony has held senior product leadership roles helping shape intelligent search and digital experiences. His background gives him a practical perspective on how organizations can apply data and AI to create more relevant customer experiences and drive measurable business impact.

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