Swiftly

The agents act in the retailer's operating systems, not only read them. They process invoices, reconcile billing, handle vendor communications, build circulars, identify incorrect charges, file deduction disputes automatically and launch promotional campaigns. They do this over the POS, loyalty, ordering and supplier systems that Swiftly Connect joins. Those connected systems are named by class rather than by product.

Sourceswiftly.com/platform/operations-ai-stackread 2026-10-01

Multi step back office workflows with conditional routing. Agents read vendor responses, answer common questions, run policy lookups, reconcile and file disputes, and route fulfillment gaps, promotion conflicts and pricing discrepancies to the right person. This runs across separate operations and marketing agent stacks.

Sourceswiftly.com/platform/operations-ai-stackread 2026-10-01

Swiftly Connect is the maintained structure, and it is built over the retailer's own knowledge rather than the vendor's. It ships prebuilt connections to the customer's POS, loyalty, ordering and supplier systems. The vendor states its agents reconcile mismatched records, product codes and legacy data into one clean, consistent view of the store, which persists and is read at decision time.

When Swiftly knows each shopper's purchase history, current inventory and active promotions all at once, it can personalize the circular, the app and the campaigns in ways siloed sources cannot. That is an index over customer data that outlives any single run. Swiftly's own proprietary retail dataset, forty three billion dollars of transactions across thirty three thousand stores, is its aggregate corpus and training material rather than the customer's knowledge.

Sourceswiftly.com/platform/swiftly-connectread 2026-09-01

Decisions are reserved to people at named points. The Operations AI Stack page states that the agents handle vendor communications and deal work while the retailer approves the deals, and that fulfillment gaps, promotion conflicts and pricing discrepancies are routed to the right person. No approval mechanism or setting is documented beyond that statement.

Sourceswiftly.com/platform/operations-ai-stackread 2026-10-01

Security controls are not published. A trust center at trust.swiftly.com is linked from the footer and the privacy policy, but it shows no readable content. The privacy policy lists generic safeguards, namely an information security policy, pseudonymization, anonymization and cyber security, with no attestation, and no SOC 2 report or equivalent is published. The terms are silent, and no access model or identity integration that a retailer operates is described, including how retailer users sign in and are granted access. Data ownership positioning is not a control.

Sourcetrust.swiftly.comread 2026-09-30

Closed loop measurement is campaign reporting, and reporting is not auditing. What the platform documents is outcome measurement. Promotions are tied through to the basket, lift is measured in trips, basket size and revenue, and campaign results feed back into targeting. That answers whether a campaign worked, not what an agent did.

No run history, agent activity log, per action trail or record of which offers an agent selected for which shopper and why is documented on the platform pages, the Swiftly Connect page or in the privacy policy, and the Trust Center shows no readable content. This matters because the agents act on their own on promotions and vendor communications.

Sourceswiftly.com/platform/retail-media and swiftly.com/platform/swiftly-connectread 2026-09-01

Swiftly documents no memory layer and names no memory feature, scope or lifetime. The state the agents work from is the retailer's unified data view, which Swiftly Connect builds out of their POS, loyalty, inventory and supplier systems, so an agent's accumulated knowledge is not separable from the retailer's own business records. A database is not a memory layer.

What does exist is real persistent state the agents read, with shopper purchase history, current inventory and active promotions held together at decision time and campaign outcomes retained across cycles. The closed loop, where every interaction makes the next campaign smarter, is model optimization over that data rather than a memory store.

Sourceswiftly.com/platform/swiftly-connect and swiftly.comread 2026-09-01

Cloud only, with nothing the customer selects. The privacy policy states the company operates from offices in the United States and may store and use information in the United States and other jurisdictions. It may also transfer data to further jurisdictions so third party processors can access it, with standard contractual clauses covering EEA transfers. That is legal cover and an undisclosed processing footprint, not residency. No region choice, data center disclosure, VPC, private tenancy, self hosted or on premises option appears on any platform page or in the legal pages.

Sourceswiftly.com/legal/privacy-policyread 2026-09-01

A named set of packaged agent products that a retailer adopts rather than assembles. The vendor's navigation splits them into two AI Stacks (Operations AI Stack and Marketing AI Stack) and five AI Solutions (Audience Optimizer, SmartCircular, App and Web, Alcohol Cashback and Retail Media), each with its own product page.

Marketing AI Stack is described as giving every shopper a marketing agent working just for them. Operations AI Stack automates vendor communications, invoice reconciliation and exception management, and App and Web is described as agents that build and manage the retailer's digital properties with no tech team required. A customer switches these on as modules, and nothing here is assembled by the buyer.

Sourceswiftly.com/platform/marketing-ai-stack, swiftly.com/platform/operations-ai-stack and the swiftly.com platform navigationread 2026-09-01

Work reaches the agents without a person starting it. They read every inbound vendor response as it arrives, produce an automated weekly circular on a schedule and act on live transaction data. The marketing stack launches campaigns to shoppers from real shopper behavior.

Sourceswiftly.com/platform/operations-ai-stackread 2026-10-01

Runs on its own proprietary models with no documented customer choice or routing of the underlying model.

Sourceswiftly.comread 2026-09-01

Nothing callable from outside is documented. The site navigation and footer form a complete map of the property, running AI Stack, AI Solutions, About and Resources with legal links, and carry no developer, documentation, API or status entry. The only application surface is a customer login at portal.swiftly.com.

No API, SDK, webhook or MCP server appears on any platform page, in the privacy policy or in the terms. The prebuilt connectors to the retail technology a store already uses are integrations, where Swiftly calls out to the retailer's systems, not a surface a customer can build against.

Sourceswiftly.com navigation and footerread 2026-09-01

Campaign results are fed back into targeting and reported as measurable lift in trips, basket size and revenue. That is an asserted improvement loop, with no documented mechanism for evaluating a change to the agents. Closed loop campaign measurement measures the promotions rather than the agent.

Sourceswiftly.comread 2026-10-01

Acts through retail systems and media channels rather than driving a browser or operating a computer interface.

Sourceswiftly.comread 2026-09-01