Answer a customer question
“Can I change my delivery address?”
A helpful reply, ready to review
See how the work gets done
- 01
Read the request
Match the conversation to the customer record.
- 02
Check the source
Find the applicable delivery policy in approved company knowledge.
- 03
Prepare the answer
Draft the next steps with the relevant policy attached.
A reply draft with its source and the customer context.
An agent checks the reply before sending.
Setup & exceptions
- Connect before starting
- Connected inbox, customer record and current delivery policy.
- When something is missing
- If an order change needs another system, assign it to the responsible person.