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What is OptiFlow Merchant?

OptiFlow Merchant offers builders merchants and trade suppliers an advanced AI sales assistant called Otis. This innovative tool is created to manage product inquiries, produce quotes verified for pricing and stock availability, and oversee orders both online and at trade counters, all while seamlessly integrating with existing ERP systems like Epicor BisTrack and Prophet 21, Kerridge K8, Intact iQ, Microsoft Dynamics 365 Business Central, SAP Business One, OGL, Sage 200, and Merchanter, as well as renowned ecommerce platforms such as Shopify, WooCommerce, Magento, and BigCommerce. Instead of replacing the ERP systems, Otis functions within them, thereby enhancing their capabilities. In addition, OptiFlow Technologies offers a variety of other useful tools, such as OptiFlow Quote for immediate priced estimates based on job descriptions or material lists, a WhatsApp agent, an AI receptionist named OptiFlow Lite, and OptiFlow Watch for monitoring contracts and costs, along with more than 25 free trade calculators. These solutions are specifically crafted for businesses in the UK and Ireland, providing a customized approach to meet local demands. By equipping merchants and suppliers with this extensive range of services, OptiFlow Merchant aims to streamline operations and elevate the quality of customer interactions, ultimately fostering a more efficient business environment. Each tool is designed to work harmoniously together, creating a cohesive ecosystem that supports growth and adaptability in a competitive market.

What is Copilot Checkout?

Microsoft has unveiled two cutting-edge AI-driven commerce features, Copilot Checkout and Brand Agents, designed to optimize the customer journey from the initial search to the final purchase. These innovations enable users to explore, assess, and complete transactions all within an AI chat interface, ensuring that merchants maintain control over sales and customer communications. Copilot Checkout enhances the shopping experience by integrating a smooth conversational interface for both shopping and payment processes into the Microsoft Copilot AI platform, allowing customers to ask about products, receive customized suggestions, and finalize transactions without needing to leave the chat, with payment facilitated by trusted partners like PayPal, Shopify, and Stripe. On the other hand, Brand Agents act as AI shopping assistants that can be deployed on merchants' websites, initially through platforms such as Shopify and Microsoft Clarity, delivering personalized and brand-focused support, responding to customer inquiries in a manner that reflects the brand's unique voice, and helping visitors navigate products and resolve any concerns. This powerful combination of features not only enhances the overall shopping experience but also enables brands to retain their identity while connecting with customers more effectively, ultimately fostering a deeper relationship between consumers and retailers. As the landscape of e-commerce evolves, these tools represent a significant step forward in leveraging AI to enhance customer engagement and streamline transactions.

Media

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Media

Integrations Supported

Shopify
BigCommerce
Magento
WhatsApp
WooCommerce

Integrations Supported

Shopify
Microsoft Clarity
Microsoft Copilot
PayPal
Stripe

API Availability

API Availability

Pricing Information

Contact for pricing

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

OptiFlow Technologies

Date Founded

2025

Company Location

United Kingdom

Company Website

optiflowtechnologies.io

Company Facts

Organization Name

Microsoft

Date Founded

1975

Company Location

United States

Company Website

about.ads.microsoft.com/en/blog/post/january-2026/conversations-that-convert-copilot-checkout-and-brand-agents

Categories and Features

AI Sales Agents

Not specified

Categories and Features

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