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Post‑purchase support deflects tickets
An electronics e‑commerce added an order status and returns bot with secure hand‑off; deflection rose and CSAT improved.
Objectives & KPIs
- Automate status/returns questions post‑purchase.
- Offer secure hand‑off to human support.
- Track deflection and satisfaction.
−25%
Support tickets
4.6/5
CSAT
+30%
Self‑service usage
< 10 days
Pilot live
Solution architecture
Bot authenticates securely, fetches order status, and guides returns with policy steps; hands off with transcript when needed.
Auth → Verify user Order API → Status Policy KB → Steps Handoff → Zendesk/Intercom Analytics → Deflection/CSAT
We applied prompt guardrails, PII filtering, and rate limits. Clear escalation and analytics were embedded from day one.
Key integrations
- Shopify/Woo APIs
- Zendesk/Intercom
- GA4
- Email/WhatsApp
Channels
- Website bot
- Email links
- WhatsApp (optional)
Implementation
1) Discover
Goals, KPIs, data sources; success criteria and analytics events.
4) Launch
Pilot, QA, calibration; gradual rollout with dashboards.
2) Design
Flows, prompts & guardrails, UX, privacy filters, integration plan.
5) Handover
Docs, runbooks, enablement, and iteration roadmap.
3) Build
Connect data, implement logic, tag analytics, harden security.
Results & evidence
- Tickets: −25% on common topics
- CSAT: 4.6/5
- Usage: +30% self‑service
- Faster resolutions overall:
Significance verified via standard tests; GA4/BI dashboards tracked lift and seasonality.
Testimonial
“Customers got answers instantly with a clean hand‑off when needed.”
— Client stakeholder
Governance & security
- Least‑privilege access and environment isolation.
- PII filters; no training on raw logs.
- Transparent citations or decision trails.
- Audit trail for changes and rollbacks.
Runbooks
Operational SOPs for updates, incident response, and periodic reviews.
Lessons learned
- Make auth seamless
- Keep steps visual
- Store transcripts for QA
Next steps
- Add proactive shipping alerts
- Integrate with returns triage
- Localize content
