An ecommerce help desk for DTC brands and online retailers handling order tracking, returns, refunds, and product questions in Taskade.
What's Included
- Ticket Queue: Board view sorted by order status — Pre-Ship, Shipped, Delivered, Returned
- Customer & Order Database: Table view with name, lifetime value, last order, return history, and full conversation log
- AI Triage Agent: Custom agent reads the order record from Shopify and drafts a reply with tracking, return label, or product info
- Returns Workflow: Automation issues return labels, tracks the return, and triggers refund on receipt
- CSAT by Product: Dashboard showing satisfaction by SKU and category — surfaces product-level issues
- Shopify & Email Sync: Tickets, orders, and refunds flow bidirectionally
Why This Template Wins
- Order context before reply: The agent has tracking, fulfillment, and return data in the same view — no tab-switching to look up an order
- Returns automated end to end: Customer requests, label sends, refund triggers — all from one ticket card
- Product-level CSAT visible: When a single SKU drives 30% of low-CSAT tickets, you see it on the dashboard, not in the spreadsheet six weeks later
How to Use
- Clone this template into your Taskade workspace
- Customize return windows, refund rules, and SLA targets
- Connect Shopify, your email, and Slack
- Train the AI Triage Agent on your brand voice and policies
- Set up automation triggers for return labels, refund issuance, and CSAT follow-ups
FAQ
Does this work for multi-store ecommerce brands?
Yes. Connect multiple Shopify stores — the agent routes by store and reads each one's policies independently.
Can the agent issue refunds on its own?
No. Refunds always require human approval. The agent drafts the request and flags the dollar amount; an agent or lead approves before the refund fires.
What plan supports a busy DTC support team?
Pro ($10/mo annual) handles a 10-agent team. Business ($25/mo) adds advanced product-CSAT analytics for ops and merchandising.
CTA
Try this template free in Taskade. For Shopify setup, see /learn/automation/automations-execution. To generate a custom version, try the AI Customer Service Generator. Browse ecommerce apps in the Community Gallery.