AGENT 01
Order Tracking Agent
Resolves “where is my order?” requests using live order and shipment context.
Detects WISMO intentFinds tracking detailsSends a clear status update
FELIXAGENTIC COMMERCE
Powered by frontier AI models
E-commerce,
operated.
Felix turns customer signals into completed work, reasoning across the commerce stack, asking when it should, and acting when it can.
06live service skills
20+connected platforms
01shared operating context
NEW CUSTOMER SIGNAL
96% intent matchCancel order #10482
MK
“I placed this by mistake. Can you cancel it before it leaves the warehouse?”
Read commerce context
Order paid · unfulfilled · cancellation eligiblePlan fulfillment action
Contact ShipBob and hold the shipmentApproval requested
Refund $84.00 after warehouse confirmsPolicy checked
Cancellation windowSystems connected
Store · inbox · 3PL01
THE AGENTIC OPERATING LOOP
Not another chatbot.
A working system.
Felix connects understanding to execution. Every task moves through a deliberate loop, grounded in the business and observable by the people responsible for it.
01
Context
Learns the store, policies, products, and voice.
02
Signal
Detects intent across inbox and web chat.
03
Reason
Plans the right action with frontier reasoning.
04
Tools
Reads live commerce and fulfillment systems.
05
Control
Pauses for approval when policy requires it.
06
Execute
Acts, replies, and records the outcome.
02
WORKFLOW THEATER
From “please cancel”
to work in motion.
One request can cross the inbox, store, policy library, fulfillment partner, approval queue, and customer reply. Felix holds the thread from start to finish.
FELIX
/Order cancellation
Agent working
WORKFLOW #F-2184
High priorityCancellation awaiting approval
MK
Maya King
[email protected]ORDER#10482VALUE$84.00STATUSUnfulfilled
Felix’s action plan3 of 5 steps
Identify cancellation intent
CompleteVerify order and policy
Complete3
Request warehouse hold
Sent 1m ago4
Issue $84.00 refund
Needs approval5
Reply with confirmation
QueuedHuman checkpointRefund execution waits for an operator.
LIVE SERVICE SKILLS
Order tracking
Subscriptions
Product questions
Promo codes
Address changes
Order cancellation
+ Returns expanding next
MEET THE AGENTSSix specialists.
Six specialists.
One shared context.
Each agent owns a distinct customer-service workflow. Together they share Felix’s knowledge, controls, connected systems, and operational record.
AGENT 02
Subscription Agent
Handles recurring order changes without sending customers through a support maze.
Pauses or cancelsRenews subscriptionsChanges the next order date
AGENT 03
Product Knowledge Agent
Turns product sources and brand knowledge into useful, consistent answers.
Understands the questionSearches trained sourcesReplies in the brand voice
AGENT 04
Promo Code Agent
Applies promotion rules consistently while protecting the merchant’s discount policy.
Checks eligibilityHandles missed discountsSupports first-order offers
AGENT 05
Address Change Agent
Coordinates address corrections across the store and fulfillment workflow.
Checks fulfillment statusRoutes the changeConfirms the final outcome
AGENT 06
Cancellation Agent
Carries urgent cancellation requests from policy check to fulfillment hold and refund.
Verifies cancellation rulesCoordinates the holdRequests approval when needed
03
THE OPERATING SURFACE
One agent.
Four dimensions of work.
The interface is more than a dashboard. It is the place where service, business memory, human judgment, and proactive execution meet.
01
Service centerEvery conversation becomes a resolvable workflow.
Felix understands the request, gathers live order context, drafts the response, and advances the work without making the operator hunt through tabs.
Inbox activityFelix’s DeskLive actions
02
Human controlAutonomy with a visible decision boundary.
Sensitive actions can stop in the Approval Queue. Teams can inspect reasoning, edit replies, approve execution, or escalate with full context intact.
Moderation rulesApproval queueEscalations
03
Business memoryOne agent, grounded in how the brand operates.
Policies, product knowledge, source documents, brand voice, and open learning suggestions shape every answer and action.
Knowledge sourcesBrand identityOpen learning
04
Executive workFrom reacting to work to proposing what comes next.
Felix can surface opportunities, quote work before execution, coordinate projects, and preserve decisions in a shared operational record.
Proposed workProjectsThe Compass
04
CONNECTED ARCHITECTURE
Context does not live
in a single tab.
Felix sits across the operational stack, turning fragmented systems into one continuous understanding of the customer and the business.
Shopify or WooCommerce core Email and embedded web chat Fulfillment and subscription partners Marketing and analytics signals
ONE SHARED
CONTEXTCommerce
ShopifyWooCommerce
Customer
GmailOutlookWeb chat
Fulfillment
ShipBobShipStationWarehouse
Growth & data
KlaviyoMetaGoogleGA4
SUPPORTED ECOSYSTEM
Every connection behind Felix.
26THIRD-PARTY INTEGRATIONS
01
Commerce
Storefront, catalog, customer, and order context.
ShopifyWooCommerce
02
Communication & knowledge
Customer conversations, team coordination, and source material.
GmailMicrosoft OutlookSlackGoogle Drive
03
Fulfillment
Shipment status and warehouse execution pathways.
ShipBobShipStation
04
Subscriptions
Recurring orders, billing, pauses, renewals, and cancellations.
RechargeSkioSmartrr
05
Returns & exchanges
Returns portals, exchanges, tracking, and package protection.
Loop ReturnsAfterShip ReturnsReturnGORedo
06
Loyalty & reviews
Rewards, referrals, ratings, reviews, and customer sentiment.
Smile.ioYotpoStampedJudge.meOkendo
07
Marketing & analytics
Campaign execution, advertising signals, and performance data.
KlaviyoAttentivePostscriptMeta AdsGoogle AdsGoogle Analytics
Connection availability and write permissions can vary by plan, provider account, and merchant approval settings.
05
THE INTELLIGENCE LAYER
AIFRONTIER INTELLIGENCE
Reasoning is the engine.
Felix is the operator.
Frontier AI models power the language understanding and multi-step reasoning at the center of Felix. The Felix platform adds business context, connected tools, permissions, workflow state, and an interface built for real commerce operations.
“The model can think through the work. The system gives that thinking somewhere useful to go.”
AI
INTELLIGENCE LAYER
Frontier reasoning models
Active
01
Language understanding
Intent + nuance02
Multi-step reasoning
Plan + evaluate03
Tool orchestration
Read + act04
Safety foundation
Helpful + careful Felix context layer Commerce execution
06
CONTROL, BUILT IN
Agency without
the leap of faith.
The strongest agent is not the one that hides its work. Felix is designed to make decisions, boundaries, and outcomes legible.
01
Glass-box operation
Tool use, progress, and outcomes stay visible.
02
Permission-aware
Read, draft, approve, and execute are distinct states.
03
Quoted execution
Proactive work can be priced before it begins.
04
Accountable record
Actions become an inspectable operational trail.