Free workbook · For ecommerce CX teams

Launching an AI support agent for your ecommerce brand

This workbook is your step by step guide to deciding which customer conversations an AI should handle, testing it safely on your own tickets and putting it live in stages. By the end you'll have a business case, the rules for what it may say and do, and a rollout plan for an agent that actually resolves tickets.

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The Ecommerce AI Support Agent Workbook cover
Part 1
Launching your AI support agent
19 pages · worksheets · checklists
Trusted by product and ecommerce brands
Hilo
LifeSeasons
Everything2Go
NeuroQ
myLawCLE
My Best Heart
Casa MaestriCasa Maestri
Protocol Health
KamikiKamiki
Adelia Risk
Nothing Products
Beaini Brands
What's inside

Part 1: Launching your AI support agent

Turn "I should really get AI doing this" into a plan you can hold any builder to. Three steps, each with worksheets you fill in for your own business.

Business case clarity
01

Map how much of your team's week goes to order status, returns and subscription changes, and what slow answers cost you in cancellations.

Safety and testing
02

Set what the agent may say and do before it talks to a customer, then test it on your own messiest tickets.

Staged rollout
03

Put it live in four stages, from drafts for your agents to trusted actions, each one working before the next.

A look inside

Worksheets, not theory

What the agent should handle
What the agent should handle
Without an AI support agent, and with one
Without an AI support agent, and with one
Safety rules before it talks to customers
Safety rules before it talks to customers
Roll it out in four stages
Roll it out in four stages
Built this way, in production

We built this kind of support agent for a regulated medical-device company, and agent drafts for a $100 million supplement brand.

5

languages live, launched market by market after testing

0

complaints about the bot on Trustpilot or social media in the weeks after launch

Every reply

to inbound email and chat drafted for agents to review at a $100 million supplement brand

Who it's for

CX teams who are done with bots that get in the way

  • Ecommerce and subscription brands with a help desk like Gorgias, Zendesk or Intercom.
  • CX leads whose team spends the day on where-is-my-order, returns and subscription changes.
  • Teams that tried the help desk's built-in AI or a decision-tree bot and watched customers get stuck.
  • Brands that want faster answers without risking a wrong refund or an off-brand reply.
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