Phantom WorkflowBook an audit Order questions, returns, and delivery exceptions pull your team between the storefront, inbox, and fulfillment tools. Phantom connects that work so routine updates move forward and exceptions reach the right person.
Start with one high-volume request. Build around your store’s policies, order data, and approval rules.
See the workflowsAI agents, workflow automation, and integrations for ecommerce.
A delivery questionRequest Automation Human handoffBring one recurring task and the tools you use. We’ll identify what to assess first.
One possible starting point. We scope the connections and rules with your team.
“My order arrived with one item missing. Can you help?”
Bring the item list and shipment history into one view.
Interactive example · Select a stage to explore. Illustrative information, not a live system or client result.
Start with the task that keeps coming back. These examples show where a focused workflow could help.
A customer asks where a package is, while the support agent has to check the order, shipment events, and prior messages separately.
Bring the order and shipment context together, prepare a status response for routine cases, and send stalled, damaged, or disputed deliveries to a person with the relevant details.
Return requests arrive with missing order numbers, unclear reasons, or an exchange preference buried in a long message thread.
Collect the missing details, organize the request by order and desired outcome, and prepare the next step for review against the store's current return rules.
Shoppers ask about sizing, compatibility, materials, or product differences, and answers vary depending on who picks up the conversation.
Use approved product information to draft a consistent answer, clarify when the catalog does not resolve the question, and route uncertain or unusual requests to the right team.
A refund, address-change, or cancellation request can sit between support and fulfillment while the customer waits for confirmation.
Capture the requested change, check whether fulfillment has progressed, and create an approval or follow-up task with a ready-to-review customer update.
Your team sets the rules for customer messaging, refunds, cancellations, and order changes. People review edge cases and sensitive actions, and can correct a draft or route before anything is finalized.
We check supported integrations and account access, agree on a first build, and test ordinary requests and exceptions before launch. Maintenance and monitoring are defined in the scope.
Map your first workflowPractical questions about automation for ecommerce.
Common starting points include order-status questions, delivery exceptions, return and exchange intake, product inquiries, and follow-up on refund or order-change requests. The workflow is shaped around your actual policies and handoffs.
That depends on the workflow and the controls you choose. A process can gather context and prepare a recommendation or task for approval; sensitive actions should follow the review rules your team sets.
It can ask for the missing detail or route the conversation to a person with the known order context and the unresolved question attached.
Start with a frequent request that has a clear owner and repeatable steps, such as delivery-status follow-up or return intake. Map the exceptions and approval points before expanding the scope.
Bring one recurring customer or order workflow. We will map the handoffs, identify the decisions that need a person, and shape a practical first implementation around how your store operates.
Book my workflow audit30 minutes · Your tools · A practical next step