About the Merchandising Agent
About the Merchandising Agent
The Merchandising Agent is an AI assistant that works alongside you in the Coveo Merchandising Hub (CMH). It interprets requests written in plain language, retrieves the configurations and metrics it needs to answer them, and drafts merchandising changes for you to review.
You reach the agent through the Ask AI panel in the CMH. The panel is the conversational interface, and the Merchandising Agent is the capability that reasons and prepares work behind it.
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The Merchandising Agent can make mistakes. Always review a proposed change before you apply it, and verify the agent’s answers before you use them to make decisions. |
Open the Ask AI panel
In the CMH top bar, click 
Ask AI.
The panel opens next to the page you’re on, and you can leave it open while you work.
Opening the panel doesn’t start any work on its own. The agent responds only to the requests you send from the panel, and it applies a change only after you confirm it.
What the Merchandising Agent can do
The agent works with the product discovery solutions you already manage in the CMH. What you can ask falls into two groups: questions about your current setup, and changes you want prepared.
Questions about your setup and performance
The agent can find and summarize:
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properties and their storefront associations
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Commerce fields and their values
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product listing pages and their metrics
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recommendation slots and their metrics
Use these requests to understand what’s currently in place, or to analyze performance in ways that are awkward to assemble from the CMH reports by hand.
Changes you want prepared
The agent can draft the following changes:
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Create or edit ranking rules for search, product listing pages, and recommendations
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Create or edit filter rules for search, product listing pages, and recommendations
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Create or edit facet collections, and edit facet fields
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Change recommendation strategies
Every change starts as a proposal. The agent drafts it and presents it for review, and nothing reaches your storefront until you confirm it. If a request falls outside these actions, the agent declines it rather than attempting something close.
What the Merchandising Agent doesn’t do
It acts only within the CMH
The agent operates on the merchandising capabilities available in the CMH. It can’t change configuration that lives in the Coveo Administration Console, such as query pipelines, sources, or fields. Requests to change anything outside the CMH are declined, and the agent explains that the change has to be made in the Coveo Administration Console instead.
It can’t delete configurations
The agent can create and edit, but it has no delete access. To remove a rule or configuration the agent created, open the manager that owns it and delete it there yourself.
Identifying agent-assisted changes
To find what the agent worked on, check the Last edited column in the manager’s list. For an agent-assisted change, that column shows Agent along with the name of the person who confirmed it, so you can tell those configurations apart from ones edited by hand.
Availability
The Merchandising Agent is available to everyone with access to the Coveo Merchandising Hub (CMH). There’s no separate enablement step and no need to contact Coveo to turn it on.
To use the agent, you need:
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Access to the CMH, including the privileges that the CMH requires.
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A Commerce API implementation that supports the configurations you manage in the CMH.
The agent is bound by your own privileges. It can’t read or change anything in the CMH that you couldn’t read or change yourself.
What’s next
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Security and governance explains how human review works and how the agent’s actions are scoped.