
AI support assistant for a growing e-commerce brand
A D2C retailer's support queue doubled every holiday season. A grounded AI assistant now resolves the routine majority (order status, returns, product questions) and hands the rest to agents with full context.
Client
Confidential (EDIT-ME)
Domain
Retail & E-commerce
Services
AI Chatbots, AI Integration
Overview
A D2C retailer's support queue doubled every holiday season. A grounded AI assistant now resolves the routine majority (order status, returns, product questions) and hands the rest to agents with full context.
The client is a direct-to-consumer retailer selling through Shopify with a support team of eight on Zendesk. (EDIT-ME: describe the real client.) Support volume tracked revenue growth all year and then doubled every November: a seasonal spike the team could never staff for economically.
Challenge
Hiring seasonal agents meant training people for six weeks so they could help for eight, and quality suffered anyway: seasonal staff answered from incomplete knowledge, creating escalations that consumed the permanent team's time. In peak season, first response slipped past 24 hours and one-star reviews said so explicitly.
Roughly two-thirds of tickets were variations of the same three questions: where is my order, how do I return this, does this product fit my case, each answerable from data that already existed in Shopify and the brand's policy pages. The team's expertise was being spent on questions that didn't need it.
The founders had tested an off-the-shelf chatbot the previous year and pulled it within weeks: it answered confidently from nothing, invented a return policy, and generated more complaints than it resolved. Any new attempt had to be provably grounded before it faced a customer.
Our approach
We built an assistant grounded exclusively in the brand's real policy pages, product catalog, and FAQ, with retrieval citations on every answer, so both the customer and the support team can see which policy an answer came from. Questions outside the approved knowledge get a polite handoff, never an improvisation.
The assistant connects to Shopify with scoped read permissions, so 'where is my order' gets a real tracking answer, and to the returns system with a narrow write permission that lets it initiate standard returns within policy. Anything nonstandard (damaged items, exceptions, disputes) routes to a human with the conversation summarized and the relevant order attached.
Escalation is confidence-based and deliberately conservative: below a threshold, the assistant hands off rather than guesses. We tested against a corpus of adversarial transcripts (angry customers, ambiguous requests, deliberate manipulation attempts) before the assistant met a real one.
Launch was staged behind the existing contact form for a month, answering in a review mode where agents approved outbound responses. Only after the approval rate held above 95% did it go fully live: first on chat, then on email.

Solution
Key capabilities include:
- Grounded answers with citations. Every response cites the policy or product page it came from. No source, no answer: the assistant hands off instead.
- Live order lookups. Scoped Shopify access turns tracking questions into instant, accurate answers at any hour.
- In-policy return processing. Standard returns initiated end-to-end by the assistant; anything exceptional goes to a human.
- Context-rich handoffs. Escalations arrive with the conversation summarized and the order attached: customers never repeat themselves.
- Adversarial test suite. A growing corpus of hard transcripts runs against every change before it ships.
- Multichannel deployment. One assistant, consistent answers across website chat and email.
Outcomes
64%
of tickets resolved without an agent
<1 min
median first response, from 9 hours
+18
point CSAT improvement in peak season
The following holiday season was the brand's largest ever and the first with no seasonal support hires. The permanent team now works exceptions and high-touch cases, response-time complaints disappeared from reviews, and the assistant's resolution rate keeps climbing as its knowledge base grows. (EDIT-ME: replace with the real outcome story.)
“Last Black Friday broke our support queue. This one, the bot handled two-thirds of it and my team went home on time.”
Looking to solve something similar in retail & e-commerce?
Let's design a system built for your workload, not a generic template.
Tech stack
- Claude
- Next.js
- Shopify API
- Zendesk
Related projects

Claims analytics and denial automation for a healthcare network
A multi-clinic healthcare network was losing revenue to claim denials that staff had no time to analyze or appeal. We automated denial triage and appeal drafting, and built the analytics to stop denials at the source.
Read case study
Post-trade reconciliation automation for a trading platform
A brokerage's operations team spent every morning manually reconciling trades across three systems. An automated pipeline with an exception-handling agent now clears the day's book before the team's first coffee.
Read case study
Freight document automation for a logistics provider
A freight forwarder's team re-keyed BOLs, PODs, and carrier invoices into their TMS by hand. Document AI now handles every standard format, and an agent chases the missing paperwork.
Read case studyHave a project in mind?
Tell us what you're trying to achieve. We'll come back within one business day with an honest read on feasibility, approach, and cost.
