AI Chatbot & Automation — convert, support, operate
Omnichannel GPT bot, WhatsApp & CRM automations, and RPA workflows stitched to your store & stack.
- ✓ Custom GPT chatbot — site + Shopify + knowledge base
- ✓ WhatsApp & CRM automation — leads, abandoned carts, support
- ✓ RPA workflows — orders, refunds, tags, notifications
- ✓ Integrations — Zapier/Make, webhooks, custom APIs
- ✓ Conversation analytics & lead scoring
Roadmap: your first 30–45 days
Ship a capable bot, integrate channels, and automate key ops.
Chronology
Knowledge & Guardrails
Import FAQs, policies, catalog; define intents, tone, escalation & safety rails.
Days 0–3Site + Shopify Embed
Widget on site, PDP assist (sizing/returns), order lookup, cart nudges.
Days 4–7WhatsApp & CRM Journeys
Lead capture, abandoned cart drips, support triage; sync to CRM.
Week 2RPA Workflows
Auto-tag orders, refund triggers, stock alerts, notifications; logging & retries.
Week 3Analytics & Tuning
Conversation analytics, lead scoring, escalation quality, fine-tunes & red-teaming.
Week 4–5Focused KPIs
Measure service quality, sales impact, and ops efficiency.
First Response Time ↓
Self-serve resolutions ↑
Qualification uplift ↑
Customer satisfaction ↑
Avg handle time ↓
KPIs sync from conversation analytics, CRM, and bot logs once live.
Who should buy this plan
- ✓ Stores with high support load or slow responses.
- ✓ Brands seeking WhatsApp-first lead capture & recovery.
- ✓ Teams wanting reliable automations + audit trails.
- ✓ Founders who want AI to sell + support without bloat.
Stack & practices
- AI Retrieval-augmented GPT, content filters, escalation rules.
- MSG WhatsApp Cloud API/Twilio, templates, opt-ins, journeys.
- RPA Shopify Admin API + webhooks, Zapier/Make, custom endpoints.
- GOV PII minimization, consent flows, audit logs, rate limits.
In 30–45 days you’ll have
On-site + WhatsApp assistant with handoff and logs.
Refund/return tags, order events, alerts & recovery flows.
Lead scoring, intent analytics, playbooks for next prompts.
FAQs
Will the bot make mistakes? +
We constrain with retrieval, intent rules, and escalation to humans for edge cases. We monitor & tune weekly.
How do you handle privacy & compliance? +
Consent-first flows, PII minimization, secure storage, opt-out, and audit logs. Templates comply with WhatsApp guidelines.
Can the bot place orders or process refunds? +
Yes, with permissions via Shopify Admin API/webhooks or custom endpoints, and we keep a full action log.