The typical call
What the agent handles
Retail and e-commerce callers arrive with a small set of predictable intents:- Order status. “Where is my order?” The agent looks it up by order number, email, or phone and reads back the shipping and delivery status.
- Returns and exchanges. Start a return, explain the policy, and send the caller the details they need.
- Stock and availability. “Do you have X in stock?” Check current stock levels before the caller drives to the store or places an order.
- Store and policy questions. Hours, location, delivery windows, and return policy, answered from the knowledge base.
- Escalations. Genuine complaints, fraud disputes, and complex returns are handed to a person, with the full order context attached so nothing is repeated.
Tools it uses
Retail agents lean on a few built-in tools, plus a connection to the store’s own order system. Switch them on per agent from Agent Tools.- Knowledge lookup for hours, location, delivery windows, and the return policy.
- Transfer call or Transfer to extension to hand a complaint or complex return to a person, with a CRM note attached to the call record.
- Create lead to log a follow-up or a missing-item ticket into your CRM.
- Send SMS and Send email to confirm a return, share a tracking link, or send a ticket reference.
- Send payment link to take a payment for an exchange or a replacement order without the caller leaving the call.
When the agent cannot resolve a call, it does not dump the caller in a queue. It transfers to a person with the order number, the caller’s details, and a summary of the conversation already attached, so the handoff feels seamless.
Example call
Caller: I ordered something last week and it hasn’t arrived. Agent: Let me check. What’s your order number, or the email on the order? Caller: My email is simon at example dot com. [Agent looks up the order] Agent: I see order 4471-8823, placed on the 14th, a wireless speaker. It shipped on the 15th and was marked delivered yesterday at 3:42 PM to your reception at the office address. Want me to check with the courier, or try reception first? Caller: Oh, I didn’t check reception. Let me do that first. Agent: No problem. If you can’t find it, call back with that order number and I’ll open a missing-item ticket right away. Anything else? Caller: No, that’s it, thanks. Agent: Happy to help. Have a good one.
Back to the conversation flow library
See all six industry patterns: medical, automotive, legal, real estate, restaurant, and retail.

