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An AI Analyst for Your Retail Business: Your Entire Business Analyzed in Seconds

Orbis Copilot is Data4Sales' AI analyst: you ask it in natural language why your sales have changed, which customers are about to leave, or which product to promote. It cross-references all your data on customers, products, campaigns, and conversations, identifies the cause, and turns every answer into an action.

Schedule a demoDownload +100 prompts
Orbis CopilotConnected to your data
Why did online sales drop this month?
SalesCustomersProductsCampaignsStoresSupport
12.4 million cross-referenced records1.8 s
Online sales · 6 months-8%
Decline by Segment
Loyal
Promise.
Occasion.
Champions
Segment × Category
RunningOutdoorTrainingLife
64%
Reason for the decline: Loyal running customers1,320 customers · $210,000 in lifetime value
Create an audienceCreate a messageView analytics
QuestionA single lineNo reports or filters
Cross6 data sources, 12.4 million recordsSales, customers, products, and more
TrendDetects change-8% compared to the previous month
CauseFind out whySegment by category
Share$210,000The stakes are high, and the audience is ready
Why Orbis Copilot

AI tailored to your business context, not a generic chatbot

Orbis Copilot is already connected to your data, understands how it all fits together, and knows each customer's history. You don't have to export anything or explain your business every time.

Connected to all your data

Customers, online and in-store purchases, products, campaigns, and conversations—all without exporting spreadsheets.

Answers in seconds

What used to take a day to report in Excel is now just a question.

From Data to Action

Each finding becomes an audience, a message, or a workflow.

Capabilities

From Question to Decision, Without Relying on Reports

Six skills to help your entire team understand the business and take timely action.

Questions in Natural Language

Ask as you would ask your best analyst

You don't need to know anything about SQL, filters, or dashboards. Just type in what you want to know about customers, products, sales, campaigns, or customer service, and Orbis Copilot understands the question in the context of your business.

  • Open-ended or specific questions, with follow-up questions to explore the topic further
  • Understand your categories, stores, channels, and segments
  • For the entire team, not just the data department
Questions Teams AskExamples
Who are my top 100 customers, and what do they buy?Customers
Which products are most often purchased together?Products
Which WhatsApp campaign generated the most revenue this month?Campaigns
How many customers are at risk?Predictions
Which store has the most omnichannel customers?Stores
How many Champions complained about shipments?Attention
Business Context

It already knows your information: you don't have to explain anything to it

Orbis Copilot runs on Data4Sales' Customer Data Platform: unified profiles with more than 90 attributes per customer, segments, lifecycle stages, predictions, and campaign results—all updated daily.

  • Online and in-store shopping in the same answer
  • Predictions of Churn, Next Purchase, and Product Affinity
  • Full Story: How Each Segment Changed Month by Month
What Orbis Copilot KnowsUpdated daily
Customers
360° ProfileSegmentsLife CycleLifetime Value
Products
CategoriesAffinityIn StockPrices
Marketing
CampaignsWorkflowsAttributed RevenueAudiences
Predictions and Care
Probability of PurchaseRisk of abandonmentNext PurchaseConversations
Clear Answers

Numbers, charts, and an explanation of what's happening

Copilot doesn't give you a table to interpret. It answers the question, displays the chart, and explains the cause—so you can take the answer straight to a meeting.

  • Comparisons Across Periods, Channels, Stores, and Segments
  • Graphs Ready to Share
  • Simple explanations, with data to support each conclusion
Orbis CopilotAnswer with a graph
How are brick-and-mortar stores faring against online retailers this quarter?
Orbis Copilot · analyzesStore sales grew 12%, and online sales grew 4%. The difference is due to omnichannel customers, who spend 1.9 times more than those who use only one channel.
In-store onlyOnline onlyOmnichannel

Illustrative example

Marketing Results

Do you know which campaign sold, to whom, and why?

Ask about the revenue attributed to each campaign, workflow, or channel; compare results; and identify which messages work best with each segment.

  • Revenue by campaign, workflow, and channel
  • Email and WhatsApp Compared by Segment
  • Recommendations for the upcoming campaign based on what has worked in the past
Revenue Attributed by WorkflowSeptember
Which workflow generated the most revenue in September?
Orbis Copilot: Abandoned shopping cart, with USD 48,200 attributed. Conversions via WhatsApp are 2.1 times higher than via email.
Abandoned Cart48.2 k
Buyback21.3 k
Reactivation14.6 k
Welcome8.9 k

Illustrative example, in USD

Identified Opportunities

Discover opportunities you didn't know you had

Copilot analyzes customers, products, and channels to show you where growth lies: valuable customers who are churning, categories with potential, and segments that respond best to each channel.

  • Valuable Customers at Risk Before They Leave
  • Products with High Cross-Selling Potential
  • Segments with the best response on each channel
This Week's OpportunitiesOrbis Copilot
!
Inactive Loyal Customers: 1,320 customers who haven't made a purchase in 60 days, with a lifetime value of USD 210,000
+
Cross-selling: People who buy running gear are three times more likely to buy outdoor gear than others
%
Best Channel bySegment: Prospects Respond Twice as Often via WhatsApp as via Email

Illustrative example

From Discovery to Action

Every response can lead to action

When Copilot finds something, it doesn't just stay in a report. With a single click, you can create an audience using Orbis Audiences, generate a message using Orbis Creative, or trigger it in a workflow.

  • Audiences created based on responses, using the same rules
  • Messages tailored to your brand's tone
  • Activation via email, WhatsApp, and workflows
From the Response to the HearingOne click
Loyal customers who haven't made a purchase in 60 days and who used to buy running gear
Segment: Loyal CustomersLast purchase: more than 60 days agoCategory: Running
Running Enthusiasts on HiatusDynamic Audience · Updated Daily
1.320
Send via WhatsAppCreate a message with CreativeAdd to a workflow

Illustrative example

Connected to the entire cycle

Orbis Copilot understands everything that happens in Data4Sales

Here you go

Customer Data

  • Profiles, Segments, and Life Cycle
  • Online and In-Store Shopping
  • Campaigns and Conversations
Work with Orbis

Orbis Copilot

  • Understand your question
  • Analyze your data
  • Explain and recommend
Active

The entire platform

  • Audiences with Orbis Audiences
  • Messages with Orbis Creative
  • Campaigns and Workflows
Each result feeds back into your data and improves the next response
Orbis Copilot vs. ChatGPT, Claude, and Gemini

Why Orbis Copilot Isn't Just Another AI Chatbot

ChatGPT, Claude, and Gemini are excellent general-purpose assistants, but they are context-free AI: they aren’t connected to your e-commerce platform or your stores, they don’t know your customers, and they can’t perform any actions on your channels. Orbis Copilot is context-aware AI: it operates on Data4Sales’ Customer Data Platform, using your data and its history, and has the ability to take action and measure results.

What You Need
ChatGPT, Claude, or Gemini on their own
Orbis Copilot
Your informationWhere does the answer come from?
You export a spreadsheet to it or paste data into it. It works with a partial photo that's already out of date.
It connects to your e-commerce platform, your brick-and-mortar stores, and your ERP system through more than 50 connectors, and it's updated every day.
One customer, one profileonline profile, store, and WhatsApp
If someone shops in-store using their ID and online using their email address, the system sees them as two different people.
Learn about unified profiles: the store, the online experience, and each customer's conversations—all in a single timeline.
Pre-calculated intelligencesegments and predictions
It calculates each metric from scratch if you provide the data and explain the formula.
It uses more than 90 attributes per customer that are recalculated daily: RFM segment, lifetime value, churn risk, next purchase, and product affinity.
Business ReportWhat Happened Before
Every conversation starts from scratch: you have to explain your categories, your stores, and your segments all over again.
Understand your data model and each customer's history: how their segment changed from month to month and which campaigns they received.
From Response to ActionWho takes action?
It suggests what to do, and the rest is up to you.
Create your audience, craft your message with Orbis Creative, and send it via email, WhatsApp, SMS, or an automated workflow.
Measured resultsWhat happened next
He doesn't know if his recommendation sold.
Measure each action in terms of actual sales, using attributed and incremental revenue compared to a control group.
Designed for retailthe context of your industry
He knows a little about everything, but he doesn't know how your customer makes purchases.
Gain insight into tickets, buybacks, stores, channels, and dates such as Hot Sale, CyberDay, and Buen Fin, drawing on the experience of retail brands across Latin America.
PrivacyWhere Your Data Is Stored
You need to back up your customer data outside of your systems.
Your data is stored in your Data4Sales database, separate from that of other brands and with user-specific permissions.

Are you already using ChatGPT, Claude, or Gemini? Keep using them. With the Data4Sales MCP connector, your assistant can access the same data as Orbis—right from your computer or phone. General-purpose AI is a great tool; Data4Sales gives it the data, the memory, and the ability to take action. Learn about the Data4Sales MCP

Use Cases

What are Orbis Copilot devices used for?

Prepare for the results meeting

This month's sales, segments, and campaigns, explained in minutes.

Planning Business Dates

What worked at the last Cyber event, and who to talk to at the next one.

Detecting Falls Early

Identify which segment or category is responsible for a decline before it grows.

Understanding Each Category

Who buys items in each category, how often, and what else they buy.

Evaluate campaigns

Which campaign, channel, and message generated the most sales in each segment.

Getting to Know Your Best Customers

What sets them apart from the rest, and how to find more customers like them.

Free Ebook

Over 100 prompts to help you ask the right questions of your data

A guide featuring the questions that marketing, e-commerce, and management teams use to understand sales, customers, products, and campaigns—and to move from response to action.

  • Prompts by objective: sales, retention, products, and campaigns
  • Questions to Help Plan Sales Events
  • Examples of How to Turn a Response into an Audience
All set! We've sent the guide to your email. In the meantime, try out your first question in a demo with our team.
Keep exploring

It works best alongside the rest of the Orbis lineup

DataCustomer Data PlatformThe data Copilot draws on
MarketingOrbis AudiencesTurn every response into an audience
MarketingOrbis CreativeThe message for each finding
SupportOrbis SupportConversations You Can Also Analyze
MarketingWorkflowsTurn every opportunity into a workflow
MarketingEmail and WhatsApp MarketingCampaigns Using Individual Customer Data
Integrations

Orbis Copilot integrates with what you already use

Orbis Copilot provides insights into all your data because Data4Sales already connects it: more than 50 native connectors for the Latin American retail sector—from brick-and-mortar stores to e-commerce—and outputs to your channels, advertising campaigns, and AI assistant.

Home

eCommerce

Customers, orders, shopping carts, and the catalog—all synchronized every day.

VTEXShopifyTiendanubeWooCommerceMagento (Adobe Commerce)Fenicio
Home

Brick-and-mortar store, ERP, and CRM

In-store sales follow the same pattern as online purchases.

SAPOracleMicrosoft Dynamics 365SalesforceHubSpotOdooLightspeedBsaleZeta SoftwareYour POS
Home

Website, Customer Loyalty, and First-Party Data

Performance on your site, reviews, and any other sources you already have.

Data4Sales PixelYotpoBigQueryAmazon S3DatabasesAPICSV and Excel
Departure

Messaging Channels

Campaigns, workflows, and customer service tailored to each client's context.

WhatsApp Business APIEmailSMSInstagramFacebook Messenger
Departure

Digital Guidelines

Natively synchronized audiences and lookalikes of your best customers.

Meta AdsGoogle AdsTikTok Ads
Departure

AI Assistants with MCP

View and activate your Data4Sales data from the assistant you already use.

ChatGPTClaudeGeminiGrokPerplexity
  • Daily synchronization, no manual uploads
  • Identity resolution: one unique profile per customer
  • Setup with support from our team
  • Can't find your system? We can connect to it via API, database, or files.
View all integrations
Frequently Asked Questions

Orbis Copilot on Data4Sales

Questions that marketing, e-commerce, and management teams often ask us before they start using Orbis Copilot.

What is Orbis Copilot?

It's Data4Sales' AI agent designed to analyze your business. It's connected to the Customer Data Platform and answers questions about customers, products, sales, campaigns, and conversations in natural language, using numbers and charts.

What kinds of questions can I ask him?

From specific questions—such as how many customers made a purchase at a store this month—to broader analyses, such as why online sales have dropped or which segment responds best on WhatsApp. You can ask follow-up questions to dig deeper.

Do I need to know anything about data or SQL?

No. You write the question as if you were asking a member of your team, and Orbis Copilot takes care of searching for and cross-referencing the data.

Where does it get its data from?

From Data4Sales' Customer Data Platform, which brings together purchases from your e-commerce site and brick-and-mortar stores, the results of your campaigns and workflows, and conversations with your customers—with more than 90 attributes per customer updated daily.

How is Orbis Copilot different from ChatGPT, Claude, or Gemini?

ChatGPT, Claude, and Gemini are general-purpose assistants: they aren’t connected to your systems, they don’t know your customers, and they start from scratch in every conversation. Orbis Copilot operates on Data4Sales’ Customer Data Platform: it analyzes your online and in-store sales daily, uses more than 90 attributes and predictions per customer, remembers each customer’s history, and turns the response into a target audience, a message, or a workflow—with results measured in sales.

Can I create an audience from a response?

Yes. When Copilot identifies a group of customers, you can create the audience with a single click using Orbis Audiences and use it in email or WhatsApp campaigns, or in a workflow.

Can I use ChatGPT or Claude with my Data4Sales data?

Yes. With the Data4Sales MCP connector, you can view your customers, sales, and campaigns from ChatGPT, Claude, Gemini, and other MCP-compatible assistants, and you can ask it to create audiences on the platform. They don't compete with Orbis Copilot—they complement it.

Does my data leave Data4Sales when I use Orbis Copilot?

No. Orbis Copilot operates within Data4Sales, based on your brand, which is separate from other brands and has user-based permissions. You don't need to export or copy your customer data to another tool.

Stop waiting for reports and start asking questions

We'll show you what Orbis Copilot would say based on your business data.

Schedule a demo