Playbook

A practical rollout sequence for ecommerce teams

Start with the questions that repeat, then expand to recommendations and human handoff.

01

Start with repeat support tickets

Upload the documents shoppers already force your team to quote manually: shipping, returns, sizing, warranty, care instructions, and store policies.

02

Add recommendation paths

Configure your catalog so the assistant can guide uncertain visitors to the right product or service link.

03

Capture high-intent leads

When a shopper is close to buying or needs help after hours, collect the information your team needs to continue the sale.

04

Escalate exceptions to humans

Use handoff for edge cases, B2B requests, product fit nuance, or any case where a person should own the conversation.

05

Review analytics and tighten the content

Look at the questions that repeat, the product paths that convert, and the handoff moments that deserve stronger automation.