
Resolve the everyday questions.
Use connected order information and approved policies to guide customers through their next step.
- Identify the order securely
- Check the latest order status
- Explain the approved options
Salesforce
Hubspot
slack
Shopify
Google Workspace
Microsoft Teams
zapierAnswer order questions, collect return requests, and help shoppers reach the right support.


Use connected order information and approved policies to guide customers through their next step.

Share delivery updates and gather any changes your fulfilment team needs.

Collect the issue and relevant context before transferring complex requests to your support team.
Connect permitted order and CRM workflows; assess custom return, inventory, and fulfilment APIs.
Choose the information, actions, and handoff rules your agent can use.
Review common requests and difficult exceptions with your team.
Confirm the order lookup, customer verification, and shipment endpoints available in your systems. The workflow should use the current order record and distinguish dispatch status from a carrier’s delivery estimate.
Define eligibility rules, approval limits, and the actions your integrations support. Keep exceptions with your team, and confirm a refund or return only after the connected system accepts the action.
Create separate paths for each case using your support policy. Collect the order and delivery details, explain the verified next step, and hand off disputes or exceptions without promising an unsupported delivery date.
Track resolved order enquiries, correctly submitted returns, repeat contacts, and escalations. Review failed lookups and policy exceptions as well as successful calls.
Bring your workflow. Let’s make the next conversation better.
Talk about your workflow