ShopifyStorefront & inventory
ZendeskCustomer tickets
StripePayments & checkout
WhatsAppOrder notifications
IntercomLive store chat
GmailEmail support
Hire 
Sarah.Shopping questions.Answered autonomously.
Sarah answers product questions, checks stock and helps with checkout, routing orders and returns to the right team.
Trusted by teams at
From checkout hesitation
to an informed next step.
Sarah answers pre-purchase product questions, checks stock availability, helps with checkout, and routes placed orders or returns to the right human specialist.
Shopify Storefront- Customer Cart ID
- #84920 matched
- Inquired item
- Trail Runner Pro
- Size variant
- UK 9 requested
- Stock availability
- 4 units in stock
Catalogue Knowledge- Sizing advice
- True to size
- Return eligibility
- 30-day window
- Material spec
- Water-resistant
- Knowledge confidence
- 99.4% verified
Checkout Gateway- Saved cart items
- Preserved & ready
- Approved discount
- 10% welcome applied
- Secure checkout link
- Generated & sent
- Checkout status
- Session active
Support Helpdesk- Session outcome
- Pre-purchase completed
- Delivery query
- None (new order)
- Ticket history
- Attached to CRM
- Customer preference
- Email notifications
Understand
Identify the product or cart and the customer’s question before choosing an action.
Within your store rules. Handed off when it matters. Placed-order delivery cases go to Ishaan, returns and refunds go to Zara, and out-of-scope requests go to your team.
Explore governanceThe job to be done
A clear responsibility.
A verifiable outcome.
Starts with
A pre-purchase product question, checkout enquiry or eligible abandoned cart
Works toward
An answered shopping question and a recorded checkout next step
Leaves to people
Placed-order delivery cases owned by Ishaan, returns and refunds owned by Zara, and unapproved discounts
Sarah owns
Pre-purchase & checkout support- Understand the shopping question
- Answer from current catalogue knowledge
- Assist checkout & apply approved promos
- Close or route to delivery/refund teams
- Follow up on eligible abandoned carts
People keep
Specialists & managers decide- Placed-order delivery cases (Ishaan)
- Returns and refund approvals (Zara)
- Custom discount & pricing exceptions
- Complex shipping disputes
Handed off with context
- 01Use approved catalogue data instead of guessing sizing or specs.
- 02Separate customer checkout intent from a confirmed order receipt.
- 03Route placed-order tracking to Ishaan and refunds to Zara.
- 04Test store policy changes before expanding bot responsibilities.
Design the difficult cases
Exceptions need a path,
not a success message.
- Shopify Discounts
- Discount requested
- 25% custom request
- Max automated cap
- 10% welcome coupon
- Routing decision
- Commerce manager
Unapproved discount requested
Only store managers approve custom discounts.
What the agent doesSarah stops automated coupon generation and routes the discount inquiry to an authorized commerce manager.
What you can checkThe customer chat record and the review task created in your helpdesk.
- Zendesk Helpdesk
- Query type
- Tracking order #84920
- Order status
- Shipped via courier
- Handed off to
- Ishaan (Delivery)
Customer asks about existing delivery
Placed-order support belongs to Ishaan.
What the agent doesSarah transfers the order reference, customer profile, and thread history directly to Ishaan without data loss.
What you can checkThe delivery-support ticket and verified ownership in your helpdesk.
- Stripe & Shopify
- Request detected
- Full item return
- Store policy
- 30-day window verified
- Handed off to
- Zara (Returns Lead)
Customer requests a refund
Refund verification belongs to Zara.
What the agent doesSarah passes the purchase receipt and return reason to Zara rather than initiating an unverified payment rollback.
What you can checkThe return authorization ticket, customer receipt, and payment audit log.
Self-service setup
You configure Sarah.
Sarah gets to work.
- 01
Define the brief
Set Sarah’s responsibilities, approved catalogue sources and the policies that stay with your team.
Scope gateApproved brief & named owner - 02
Connect your store
Connect Shopify, Zendesk and your messaging channels with scoped read and write access.
Connect gateReviewed integration map - 03
Test the whole journey
Try normal product enquiries, checkout questions and difficult return/discount handoffs.
Evaluate gateAcceptance log & test audit - 04
Launch within rules
Start with pre-purchase support on web chat, review completed conversations, and expand to WhatsApp.
Release gateDeployment & support plan
Systems & permissions
Connect the work to the source of truth.
Commerce & InventoryRead product specs, inventory levels and cart context.Catalogue freshness, SKU mapping and scoped permissions.Checkout & PaymentsProvide supported links and apply approved discounts.Promotion rules and payment-state verification.Helpdesk & SupportRecord conversation logs and route handoffs to Ishaan or Zara.Single owner per ticket and no duplicate outreach.Review SKU matching, data retention, network boundaries and how ambiguous shopping requests are escalated.
Pilot evidence
Measure the result.
Inspect the failures.
- Shopify & Catalogue Knowledge
- Catalogue accuracy
- 99.6%
- Out-of-stock notices
- Real-time
- Unverified claims
- Zero
Shopping-question resolution
Eligible pre-purchase questions answered correctly from approved catalogue records.
- Checkout Gateway
- Cart recovery rate
- +18.4%
- Promo code validation
- 100% matched
- Checkout friction drop
- -32%
Checkout next-step accuracy
Recorded next steps confirmed against live cart state with zero inaccurate claims.
- Helpdesk Routing Sync
- Delivery tasks to Ishaan
- 100% routed
- Refund cases to Zara
- Preserved
- Customer repeat info
- Eliminated
Correct routing rate
Order tracking and return inquiries transferred to the right specialist on the first attempt.
Agree baseline conversion and response thresholds before testing, then track verified completions and human escalations.
Buyer guidance
Choose the right level of responsibility.
- Use simpler automation when…
The input is a simple FAQ with fixed one-sentence responses.
- Consider Sarah when…
You want pre-purchase shoppers guided through sizing, stock and checkout end to end.
- Keep a human in charge when…
The shopper requests non-standard discounts, custom wholesale orders or policy exceptions.
- Build a custom workforce when…
Your customer journey requires unified multi-brand support across fulfillment warehouses.
Buyer & implementation questions
What to know before
hiring Sarah.
No. Once knowledge, system access and business rules are configured, Sarah autonomously answers pre-purchase questions, checks availability, assists checkout and routes requests. Edge cases and custom discounts go to your team with full context.
No. Sarah handles shopping and checkout support before purchase. Ishaan handles placed-order delivery and shipping support. A confirmed order is the boundary between their responsibilities.
Yes. Eligible cart follow-up is part of checkout support. Sarah answers customer questions and shares checkout links without falsely reporting uncompleted purchases.
Zara owns return eligibility and refund workflows. Sarah passes the customer context and purchase reference rather than initiating competing refund requests.
Yes. Sign up for UnleashX and configure Sarah yourself. Prepare approved catalogue sources, business rules and escalation owners before launch.
Yes. Use the role as a starting brief. Define your catalogue data, permitted actions and routing rules according to your store operations.
Yes, standard connectors for Shopify, Zendesk, Gorgias, Intercom and Stripe are supported. Confirm API versions and permissions with the integration team.
Standard deployment takes 1 to 2 weeks including catalogue indexing, guardrail configuration and test scenarios.
Every write has bounded retries and result reconciliation. If an inventory check times out, Sarah alerts the user and verifies the destination before proceeding.
Track cart conversion lift, question resolution accuracy, human escalation rate and customer satisfaction scores against your baseline.