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LISA · Live Intelligence Sales Advisor

See what matters.
Know what to do next.

LISA connects customer, sales and operational signals across the business, identifies the moments that need attention, and gives the right person a clear next action — then keeps what happened linked to the opportunity that started it.

Returning clientSecond visit this week
Stock arrivedReserved piece now available
Needs attentionAssigned · due today

The piece she asked about is now available. No follow-up has been recorded.

Recommended next stepContact customer
OutcomeAppointment booked · Saturday

Illustrative composition. Not live data or a product screen.

LISA across devices

One platform. Wherever the work happens.

Illustrative LISA interface previews across desktop, tablet and mobile.

LISA intelligence analysis interface shown on desktop.
LISA insights and actions interface shown on tablet.
LISA analysis interface shown on mobile.

LISA · the working day

Today

Customer activity requiring action, gathered from across the business and brought into one view.

3

opportunities need attention

Signals connected to the same customer

2

follow-ups overdue

Promised to a customer, not yet recorded

1

appointment opportunity

A client who is ready to be invited in

The problem

The information was there.
The connection wasn't.

Customers ask, stock arrives, enquiries wait, follow-ups are promised and behaviour changes. Those moments often live in different systems and conversations. LISA connects them while there is still time to act.

MondayCustomer asks about a piece.
WednesdayThe piece arrives.
ThursdayThe customer shows interest again.
FridayNo follow-up recorded.

Four separate moments, each recorded correctly by a different person, in a different place, on a different day.

High-intent opportunity

Item available · repeat interest · follow-up missing

One opportunity, assembled from the week.Contact customer

How LISA works

From signal to outcome.

LISA brings relevant activity together, applies the retailer's own rules, decides what deserves attention, puts it in front of someone who can act and keeps the result connected to the original opportunity.

Signals · this week3 related to one customer
Connected

Repeat interest in a piece that has just arrived.

Enquiry in storeMon · Fine Jewellery
Stock booked inWed 08:12
Viewed again onlineThu 21:14

Only signals the retailer has chosen to connect are used.

Step 01 · Signal

Relevant activity comes together.

Enquiries, visits, stock movement and promised follow-ups can begin in different places. LISA connects the moments that relate to the same customer or opportunity.

Signal · 1 of 4

The difference

Insight should lead somewhere.

LISA does not stop when an opportunity appears on a screen. It carries that signal into ownership, action and follow-up, then keeps the outcome connected so the business can understand what was actually done about it.

One opportunity · followed through to outcomeOutcome recorded

Opportunity detected

Matched a business rule · 09:41

Assigned to the right person

By role and responsibility

Customer contacted

Recorded on the opportunity · 11:04

Appointment booked

Saturday 11:00

Outcome recorded

Tied back to the signal that started it

The foundation

Intelligence first.
AI optional.

LISA can recognise configured signals, apply the retailer's rules, prioritise work, manage follow-up and track outcomes without generative AI. Optional AI can add explanations, summaries and recommendations without becoming the foundation the business depends on.

Primary · solid foundationAlways on

LISA Core

SignalsRulesPrioritiesActionsFollow-upOutcomes
Secondary · optional layerCan be switched off

Optional AI

ExplanationsSummariesRecommendationsAsk LISA in plain language

For retail

Built around the way your business works.

No two retailers operate in exactly the same way. Teams, responsibilities, services, approval rules and systems differ. LISA adapts around those differences while keeping the underlying intelligence connected across the business.

Different responsibilitiesEach role sees what's relevant to them.
Different operating modelsFeatures and workflows can vary by retailer.
One intelligence foundationSignals and outcomes stay connected.
ClientellingAppointmentsAftercareRegional visibilityApprovalsData connections

Configured per retailer, on one foundation.

The same signal · three responsibilities
Associate

What needs my attention?

Contact customer · follow-up due today.

The same underlying signal becomes different intelligence according to responsibility — set by permission, not by preference.

LISA Intelligence

Building the intelligence layer between information and action.

LISA Intelligence is developing a configurable retail platform designed to help businesses connect customer, commercial and operational signals, turn them into timely action and understand what happened next.

The platform is currently in development, with its core intelligence designed to remain useful with or without generative AI.

See your business in this?

If valuable customer and commercial signals are already moving through your business, but too much still depends on someone noticing and connecting them in time, we'd like to understand how that happens today.

Start a conversation

Talk to LISA Intelligence United Kingdom · in development