D2C & eCommerce use case

Order Modification Agent AI Agent

Automate order edits and cancellations across Web chat, WhatsApp while improving self-serve completion and reducing manual edits.

Example: Order Modification Agent that updates address, swaps items, and handles cancellations within policy.

Channels: Web chat · WhatsApp Outcomes: Lower manual edits · fewer escalations
Enterprise security
Prebuilt integrations
Go-live in weeks
Omnichannel
Teams

Customer Support, Order Ops, Returns Ops, CX

Entry points

Website widget · Order tracking page · WhatsApp deep link · Email · App chat

Deployment

Secure actions, supervised handoff, and full audit trails.

Who it's for

Built for teams that need speed and control

Customer Support Order Ops Returns Ops CX Web chat WhatsApp Website widget Order tracking page WhatsApp deep link Email App chat
What it does

Outcomes-first jobs your buyers care about

Validate modification window

How: Checks if the order is eligible for changes.

Outcome: Fewer escalations

Update address or item

How: Edits OMS order details with confirmation.

Outcome: Lower support load

Cancel orders

How: Processes cancellations and refund status.

Outcome: Faster refunds

Confirm changes

How: Sends updated order summary.

Outcome: Reduced confusion

End-to-end workflow

Step-by-step flow buyers expect to see

  1. 1

    Trigger: modification request

    Customer wants changes.

  2. 2

    Eligibility

    Check processing status.

  3. 3

    Data capture

    New address or item.

  4. 4

    Action

    Update OMS.

  5. 5

    Exceptions

    Already shipped orders.

  6. 6

    Wrap-up

    Send confirmation.

Sample conversations

Real scenarios with clear resolution paths

Scenario A: Happy path: address edit Web chat

Customer: Please change address.

Agent: Updated. New address: 12 Park Lane.

CRM note: Address updated to 12 Park Lane.
Scenario B: Edge case: change window closed WhatsApp

Agent: Order is already shipped. I can help with return.

CRM note: Change window closed; return option offered.
Scenario C: Escalation: partial swap Voice

Customer: Swap only one item.

Agent: I will raise a request to ops for manual handling.

CRM note: Partial swap requested; escalated to ops.
Integrations

Systems connected with secure actions

Systems of record

OMS/WMS, Storefront, CRM, Shipping

Service stack

Zendesk, Freshdesk, Knowledge base

Comms

WhatsApp provider, SMS, Email, Web chat

Action tools

Return labels, Refunds, Exchange, Scheduling, OMS, Courier notes

Supported methods: API · Webhooks · RPA fallback Data sync: Read + write
Guardrails & controls

Enterprise readiness built in

Role-based access with OTP or SSO for sensitive actions
PII redaction and masked views for IDs and payment details
Policy-locked response blocks for compliance language
Sentiment and risk thresholds that trigger human takeover
Full transcripts, action logs, and disposition codes
QA sampling, scorecards, and prompt/version control
KPIs & measurement

What you will improve

Ticket deflection

Queries resolved without human agents.

AHT

Average handling time per interaction.

RTO/NDR rate

Return-to-origin and non-delivery rate.

Refund TAT

Time from return to refund completion.

Conversion rate

Visitors who place orders.

Repeat purchase

Customers who buy again within 90 days.

CSAT/NPS

Customer satisfaction and loyalty.

Complaint rate

Escalations per 1,000 orders.

Configuration

Flexible to your policies, tone, and tools

Intents and flows
Tone and brand voice
Knowledge sources (FAQs, SOPs, policy docs)
Eligibility and routing rules
Dispositions and tags
Languages and accents (voice)
Business hours, SLAs, and fallback policies
Implementation plan

A phased rollout with clear deliverables

Week 0

Discovery + call listening

  • Workflow map and intent list
  • SOP alignment and compliance notes
  • Success metrics and QA plan
Phase 1

Pilot on 1 channel + 1 workflow

  • Agent prompts and guardrails
  • Test cases and failover scripts
  • Live dashboard with baseline KPIs
Phase 2

Expand intents + integrate systems

  • System actions and data sync
  • Multi-channel coverage
  • Supervisor playbooks
Phase 3

Optimize + scale

  • Continuous QA coaching
  • A/B tested prompts and flows
  • Governance and reporting
FAQs

Buyer objections, answered

How do you handle exceptions?

The agent routes exceptions to a human with full context, suggested next steps, and a clear disposition.

What happens when the agent is unsure?

It asks clarifying questions, consults the approved knowledge base, or escalates based on confidence thresholds.

Can we restrict what it can say or do?

Yes. Guardrails lock sensitive responses and require approvals for authenticated actions.

How are transcripts stored?

Transcripts and action logs are stored with retention controls and audit access.

How does handoff work with our CRM or ticketing?

The agent writes structured notes, tags, and next steps directly into your system of record.

What languages and accents are supported for voice?

Major Indian and global languages with configurable voice and accent options.

See this agent live on your workflow

See the agent live with your data, policies, and channels.

Deploy an AI-supervised agent for your highest-volume workflow.

We consult, design, build, and manage the agent end-to-end.