B2Shift

AI AUTOMATION FOR COMMERCE

Turn product, order and support data into faster customer service.

Automate product questions, order updates and retention workflows across your commerce stack.

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WORKFLOW / PREVIEW CONTROLLED
01Customer question
02Order context
03Policy check
04Answer or task
05Commerce log

01 — OUTCOMES

Start with the change
you need to measure.

Each implementation is shaped around the operating reality of your team and industry.

01First response
02Ticket deflection
03Conversion assist
04Repeat purchase

02 — USE CASES

Practical workflows.
Clear ownership.

Product assistant

Designed with rules, exception handling and a visible system record.

Order status

Designed with rules, exception handling and a visible system record.

Returns triage

Designed with rules, exception handling and a visible system record.

Review analysis

Designed with rules, exception handling and a visible system record.

Inventory alerts

Designed with rules, exception handling and a visible system record.

Customer segmentation

Designed with rules, exception handling and a visible system record.

Campaign drafts

Designed with rules, exception handling and a visible system record.

Daily trading report

Designed with rules, exception handling and a visible system record.

03 — EXAMPLE FLOW

From trigger to
traceable result.

Every workflow has a defined start, bounded decisions, controlled actions and a clear hand-off when confidence is low.

01TRIGGERCustomer question
02CONTEXTOrder context
03ACTIONPolicy check
04CONTROLAnswer or task
05SYSTEM UPDATECommerce log

TOOLS / SYSTEMS

ShopifyWooCommerceStripeKlaviyoHelpdesk

04 — SCOPE & DELIVERY

E-commerce & Retail
from fit to operation.

Technology is selected after the workflow, constraints and success metric are clear.

01

Fit / problem

  • Order status and product questions drive a large share of support volume
  • You run on Shopify, WooCommerce or a similarly API-accessible platform
  • Support/ops can define escalation rules for refunds and disputes

Not a fit if: Order volume is too low for automation to pay back quickly · Platform has no API or webhook access

02

Outcomes / deliverables

  • Support workflow with escalation rules
  • Deployed assistant across chat/WhatsApp
  • Returns/refund review queue
  • Trading and support reporting
03

Architecture

  • Customer question received
  • Order/product context retrieved
  • Policy check applied
  • Answer or task generated
  • Commerce system logged
04

Tools / systems / integrations

  • Shopify/WooCommerce for order and product data
  • Stripe for payment-related queries
  • Helpdesk integration for ticket hand-off
05

Controlled / controls

  • Refunds and disputed charges always require human approval
  • Protected customer data handled per platform and regional requirements
  • Review/monitoring flags issues rather than auto-publishing responses
06

Implementation / timeline & cost

  • Order/ticket volume
  • Number of connected systems (commerce, payments, helpdesk)
  • Refund/returns policy complexity
  • Reporting requirements
ProcessPricing

IMPLEMENTATION

01AuditFit, process, metric
02MVPWorking core flow
03LaunchIntegrate and train
04OperateMonitor and improve

FAQ

Questions before
implementation.

01Can it process refunds automatically?+

No — refunds always route to a human approver; the assistant prepares the case, it doesn't execute payment actions.

02Does it work with our existing helpdesk?+

Typically yes, via API — tickets can be created or updated directly from the automation.

03What about returns fraud risk?+

Policy rules and human review are built in specifically to avoid unchecked automated approvals.

BOOK FREE AUDIT

Start with one workflow
worth fixing.

We’ll identify the best first opportunity, the controls it needs and what a focused MVP would take.

Discuss your workflow