Shopify Draft Order Support

Wholesale-ish drafts need a human when the customer wants the public return window.

Who this is for

Shopify operators dealing with draft order support as a weekly reality, not a thought experiment.

The actual problem

Wholesale-ish drafts need a human when the customer wants the public return window. If this is still a Slack thread every time it happens, you do not have a policy. You have folklore.

Write the rule, put it on a URL, and let an agent execute the boring 80%. Humans keep the exceptions.

The playbook

• Write the definition of draft order support in one sentence the agent can test against an order.
• List the Shopify fields it must read before it replies (status, tags, tracking, refunds already issued).
• Write the allowed actions and the cap. If there is no action, write the exact escalate condition.
• Add two examples: a yes case and a no case. Agents learn more from the no.
• QA ten live tickets after a week. Change the article or the cap, not the vibe.

Rules the agent should follow

• Numbers come from the policy URL or the order. Never from a guess.
• One remedy per reply unless the rule allows a stack.
• If the customer asks for a human twice, escalate.
• Do not promise a carrier time you cannot see on the last scan.

Mistakes that keep the queue full

• Leaving the rule in a founder’s head.
• A macro that still asks for the order number you already have.
• Measuring only volume, not reopens on this ticket type.

What to measure

Draft-order refunds that ignored the negotiation.

FAQ

Can AI own draft order support? It can own the typed path. The messy 20% should still hit a human with the context attached.

What belongs in the first reply? The order fact, the rule, and the next action. Cut the brand paragraph.

How soon should we automate this? As soon as you can write the yes/no examples. If you cannot, you are not ready — you are under-documented.

How does Relay fit? Relay applies the rule to the live order and does the action you allow, or it escalates.

Load this rule into Relay and stop solving draft order support by hand at midnight.