Resolve order requests from chat

Give support teams an AI agent for customer support that reads order requests in team chat, decides whether to look up or update the record in your ecommerce order management system, and posts the result back in the conversation.

Useful for
Frontline customer support agents, support team leads, and operations managers in ecommerce businesses who regularly interact with order data as part of customer communications.

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An AI agent triggered via [chat platform, e.g. Slack, Microsoft Teams] interprets natural language requests from support agents and decides whether to retrieve order information or update records, such as shipping details, cancellations, or fulfillment statuses. It then executes the action against [e-commerce/order management platform, e.g. Shopify, custom order management system] and delivers the results directly back in [chat platform, e.g. Slack, Microsoft Teams].

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visual-first automation and AI

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Problem

Customer support teams constantly switch between their chat platform and the order management system to look up order details, update records, and handle customer requests. This switching between systems slows response times, increases data entry errors, and pulls agents away from customer conversations.

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Solution

An AI agent triggered via the team's chat platform interprets natural language requests from support agents and decides whether to retrieve order information or update records, such as shipping details, cancellations, or fulfillment statuses, then executes the action against the ecommerce backend and delivers results directly in the chat conversation.

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Impact

Support agents stay in the customer conversation instead of hopping between systems, so customers get faster answers and order records stay accurate.

Benefits 

Who is this for? 

Frontline customer support agents, support team leads, and operations managers in ecommerce businesses who regularly interact with order data as part of customer communications.

Success stories

Adapt at speed with 
visual-first automation and AI 

Make drives efficiencies, solves problems, and speeds innovation by breaking down silos across your business.

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Resolve support inquiries from knowledge base

When a customer sends a question through the support chatbot, an AI agent determines how to resolve it, querying the internal knowledge base to find relevant documentation, and deciding when the available knowledge is insufficient and a web search is needed to enrich its response. The agent adapts its research approach based on the nature and complexity of each inquiry rather than following a fixed lookup sequence, then replies to the customer in the chat.

Resolve support inquiries from knowledge base

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Route support tickets to specialists

When a new ticket arrives from any channel, the automation captures the ticket content and customer context, uses AI to categorize the issue type and complexity level, routes the ticket to the appropriate team or agent using predefined assignment rules, then uses AI to analyze the ticket against the knowledge base and previous resolutions to suggest the most relevant articles or solutions that match the issue, delivering these suggestions directly to the assigned agent.

Route support tickets to specialists

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Collect satisfaction feedback on resolved tickets

When a support ticket's status changes to resolved in the helpdesk, the automation reads the customer's name, email, ticket ID, and assigned support agent, then emails the customer a satisfaction survey with a link tied to that ticket. It records the survey send on the ticket and adds a row to a feedback tracking sheet with the ticket details and send date.

Collect satisfaction feedback on resolved tickets