Example Workflow

Ecommerce Customer Support

Two thirds of support volume is "where is my order," arriving at midnight, on weekends and during every promotion — while the pre-purchase chat that would have converted a sale goes unanswered.

Illustrative Workflow — Not a Client Case Study

This page shows how the work typically flows, not a real engagement. We do not have published customer case studies yet — see why, and what we show instead.

Typical workflow

How this normally runs

  • Customer contactsThrough chat, email or the helpdesk, at any hour.
  • Agent identifies the orderLocating the record in the store platform or helpdesk.
  • ResolvesStatus, tracking, returns and product questions from approved policy.
  • Escalates exceptionsDamage, disputes and goodwill decisions above the agreed limit.
  • Tags and closesConsistent categorisation so reporting means something.
Responsibilities

Who does what

Agent responsibilities

  • Staff live chat during defined hours, including outside standard business hours
  • Answer pre-purchase and post-purchase questions from approved material
  • Process refunds and returns strictly within the defined limit
  • Escalate exceptions rather than guessing
  • Keep helpdesk tagging consistent for reporting

Client responsibilities

  • Set refund and goodwill limits in writing, with actual numbers
  • Keep product and policy information current
  • Grant scoped helpdesk and platform access
  • Plan peak-season capacity in advance, not during Black Friday itself

Suggested starting crew

2 cross-trained agents covering chat live and ticket backlog in the gaps between chats.

Illustrative daily volume

60 chats/day, 25 tickets/day in a representative mid-size store, rising sharply during promotions.

Tools

Helpdesk, Live chat platform, Ecommerce platform

Possible KPIs

First response time, Resolution rate, Ticket backlog trend, Chat-to-conversion rate

Escalation flow

Refunds above the agreed threshold, damage disputes and fraud concerns escalate to the client's internal team.

Pricing starting point

$2.99/hr per agent, live chat support

Minimum 2 agents. Telecom billed separately for any campaign involving calling.

See if this fits your business

Every real engagement is scoped from your actual volume, not a workflow template.