Retail workflow

Store questions and order support

Handle store information, product questions, pickup, returns, and customer follow-up. Start from this workflow, then configure it with your approved business information before handling live callers.

Intended outcome

Customer request resolved or routed. The receptionist uses your business knowledge, calendar, and routing rules only when the corresponding feature is connected and configured.

What the receptionist should collect

  • Products
  • Store information
  • Pickup policy
  • Returns policy

Business decisions to configure

  • Add store hours and pickup policy
  • List product categories
  • Define returns escalation

Conversation starting point

Caller: Is my order ready for pickup?

Aholler: I can check the approved order information. May I have your order number and the name on the order?