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FDE Playbook
RetailE-commerce · 2M customers · 80k tickets/month

Retail Customer Support Agent

Customer brief

An e-commerce retailer wants an AI agent to handle tier-1 customer support: order status, returns, refunds, shipping. Must integrate with the order system and escalate to humans when needed. Cost per ticket matters enormously at this volume.

Discovery questions

Ask these before designing a solution.

  • 1What is the current cost per ticket and target?
  • 2What systems hold order, return, refund data (APIs available)?
  • 3What is the deflection target — what % of tier-1 can the agent handle?
  • 4What are the escalation triggers (refund > $X, angry customer, VIP)?
  • 5What is the SLA for first response and resolution?
  • 6What channels — chat, email, voice, social?
  • 7What is the brand voice — formal, casual, empathetic?
  • 8How will you measure customer satisfaction post-interaction?
Constraints
  • Cost per ticket < $0.50 target (vs $5 human-handled)
  • Order/return/refund actions via existing APIs with auth
  • Escalation to human for edge cases and sentiment
  • Multi-channel — chat, email, social
  • CSAT measurement post-interaction
  • Brand voice consistency
  • Refund authority capped per agent action
Requirements
  • Tool-calling agent with order/return/refund tools
  • Sentiment detection for escalation
  • Refund cap with human approval above threshold
  • Per-channel tone adaptation
  • CSAT survey after interaction
  • Cost tracking per ticket
  • Fallback to human within 30s on escalation
  • Brand voice guardrail in system prompt + output classifier

FDE Simulator

Decision 1 of 2

Refund Authority

How will you handle refunds?