What to Automate First in Shopify Support
Starting with angry public reviews is how you scare yourself off AI.
Starting with angry public reviews is how you scare yourself off AI.
When to use this list
WISMO, then unfulfilled cancel, then in-policy refund. In that order. Every time. Print it or put it in the ticket you open with the vendor. If they cannot walk it, you are in a demo, not a trial.
The checklist
- Write the definition of what to automate first in shopify 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.
What you can skip
A new helpdesk if the agent can sit on the tickets you already have.
Automatic fail
- They will not refund a test order.
- They need a solutions engineer for a 400-ticket store.
- The only metric they show is conversations started.
Load this rule into Relay and stop solving what to automate first in shopify support by hand at midnight.
