Skip to content

Workflow guide

Support plan for retail stores

Answer product, sizing, and store hours questions from your catalog and store pages. Final-sale exceptions and complaints go to your staff.

Build an agent for freeCheck available integrations

What the visitor sees

Questions to test

What the agent answers, and what stays with your team.

Use these questions as test prompts. Each one should be answered from the source under it. Account-specific answers need authentication and a supported connection.

Store help

Planning sample

Answer from approved sources

  1. 01
    Do you have a store near the airport?Store locator and hours
  2. 02
    Do the running shoes fit true to size?Size guide.pdf
  3. 03
    Can I return an online order in store?Return policy
Boundary

Hand to your team

  • Final-sale and return exceptions
  • Price adjustments
  • Complaints about a store visit
For example
Can I return an item that was marked final sale?
Planning guide. The examples on this page help you scope a test. They do not mean every provider, data source, or action is already connected.

Handoff rules

Write down where the agent stops.

When it does, your team sees the whole chat, not a summary.

  1. 01

    An unhappy shopper after a visit

    The agent apologizes and hands the chat to the store team.

  2. 02

    A price adjustment request

    The agent explains the policy and lets a person decide.

  3. 03

    Stock at a specific store

    Agents can’t check inventory, so the agent shares the store’s phone number.

Not every job belongs to an agent. Emergencies, licensed advice, and decisions nobody has approved stay with people. See the stop conditions

What your team sees

A safer first version

Four steps, one pilot review.

Record a baseline before the test, use the same time window after it, and keep the result tied to your own conversation data.

  1. 01Choose one support job
  2. 02Add approved sources
  3. 03Set action and handoff rules
  4. 04Run a private test

Sample measurement checklist

Pilot review

Pilot review progress: 0/4

Questions before setup

Decide the rules before customers see it.

No. Agents don’t connect to inventory systems. The agent shares store hours and phone numbers so shoppers can call ahead.

Yes. Add each store’s page as a source. The agent answers with the right store’s hours and cites the page.

Account-specific lookups and actions in another system need a supported integration and the right permissions. Check the integrations directory before including either in the workflow.

Use real questions with sensitive data removed. Compare each answer with the approved source, test the handoff, and record any missing or incorrect answer before making the agent public.

More workflow guides

Plan another support job.

All solutions

Test one narrow workflow first.

Start with five real questions, remove sensitive data, and compare every answer with the source your team approved.

Build an agent for freeTalk through your workflow

No credit card required