The situation
A shopper may want delivery information, an order update or clarification about a product. Each question needs a different source and sometimes a different person.
Commerce teams / Workflow example
Help the shopper. Keep the context.
Bring product questions and order conversations into the same team workspace.
Build your workflowThe setup
Publish current shipping and returns information. Connect Shopify if you need product context and order lookup. Verify the store permissions and test the customer verification flow.
The workflow
The agent answers policy questions from published knowledge. With Shopify connected, visitors can check an order using the order number and email. A teammate handles exceptions in the inbox with the conversation available.
Make it work for your team.
- Publish the current shipping and returns policies
- Test lookup with a permitted test order
- Hand off refunds and unusual requests to the team
Your next conversation starts here.
Publish your knowledge, try your agent, and give visitors a useful next step.