A multi-location retail help desk for in-store and ecommerce customer questions, returns, and product inquiries across regional store networks in Taskade.
What's Included
- Multi-Store Queue: Board view with lanes per store cluster and one for ecommerce
- Customer Database: Table view with customer, last store visited, online order history, and loyalty tier
- AI Triage Agent: Custom agent routes by store, channel, and topic into the project each store's managers work from
- Inventory-Aware Replies: Agent reads inventory data and answers "is X in stock at the Mission Street store"
- Returns Workflow: Automation for in-store and online returns
- CSAT by Store: Per-location dashboard surfaces underperforming stores
Why This Template Wins
- Store-by-store CSAT visible: Regional managers see which stores need coaching — not just an aggregate number
- Inventory-aware replies: Customers get accurate answers about stock at specific stores without a phone call
- Online + in-store one queue: Omnichannel customers don't bounce between systems — same ticket, full context
How to Use
- Clone this template into your Taskade workspace
- Customize store list, lanes, and SLA targets
- Connect your POS, ecommerce platform, and email
- Train the AI Triage Agent on store policies and brand voice
- Set up automation triggers for inventory checks and CSAT follow-ups
FAQ
Can each store manager see only their store's queue?
Yes. Role-based permissions restrict views per store; regional managers see their cluster.
Does it work for franchise networks?
Yes. Each franchise can be a workspace section with its own queue, while corporate retains an aggregate view.
What plan supports a 50-store retail chain?
Business ($25/mo) is recommended for multi-store reporting and audit logs.
CTA
Try this template free in Taskade. For POS setup, see /learn/automation/automations-execution. Pair with Ecommerce Templates. Browse retail apps in the Community Gallery.