Help before the purchase
Capture the product, reference, variant and preferred shop. WhatsApp Agent can use configured information and hand over to the team when confirmation is needed.
From the first question to a purchase: give your shop team the context.
Organise product, order and collection enquiries for physical shops and online stores. Gather the context on WhatsApp and route each enquiry to someone who can confirm the next step.
Retail and shops
One workflow, with clear responsibilities.
Follow up an order
Identify the order reference and question without requesting payment details. The team checks the shop platform and confirms status, timings and the next action.
Prepare collections, deliveries and exchanges
Capture the request and route it to the person responsible. The shop confirms availability, terms and exceptions before making a commitment to the customer.
Workflow simulation
A product enquiry, in store or online
Physical and online retail · product, variant, shop or channel and purpose to identify.
Identify the product and channel
Gather the product reference, size or colour and the physical shop or online channel the enquiry concerns.
- Owner
- WhatsApp + customer service
Clarify the purpose
Distinguish a pre-purchase enquiry from support with an existing order, exchange or return.
- Owner
- WhatsApp + team
Confirm availability and terms
A person checks stock, price, payment, collection or delivery and the shop’s exchange and returns policy in its own systems.
- Owner
- Shop team
Assess a tailored workflow
Studio can build a tailored workflow. Any connection to a POS, ERP, online shop, stock or payments requires its own assessment and scope.
- Owner
- Makers Studio, if required
Reply with the next step
The team confirms the checked information and guides the customer. This demonstration does not place orders or process payments.
- Owner
- Shop customer service
Retail and shops
Where to start
Choose the products that fit your workflow. Makers Studio can help connect tools or adapt processes.
WhatsApp Agent
Available: configured questions, conversation context, a shared inbox and human handover. The shop team confirms stock, prices and purchase terms.
Explore WhatsApp Agent →Makers Studio
Assess a portal or a connection to e-commerce, POS, ERP or logistics through a project with agreed access, data and scope.
Explore Makers Studio →More products for this workflow
Instagram Agent
In preview / Early Access: explore initial enquiry triage on Instagram. Confirm availability and scope before relying on this channel.
Explore Instagram Agent →Explorador Comercial
For shops that also sell to businesses: research potential B2B customers and partners, then review their suitability before making contact.
Explore Explorador Comercial →What we need to understand
- Current channels, physical shops and e-commerce platform, if there is one.
- One pre-purchase question and one order enquiry, with personal details removed.
- The current source of product, price and stock information; who checks it and how often.
- Customer service, collection, delivery, exchange and returns policies, including who handles exceptions.
Who should be involved
Shop management, e-commerce and customer service: involve the people who respond, check stock and confirm orders, deliveries and exchanges.
Situations worth reviewing
- Questions about size, colour or availability without a product or shop reference.
- Messages about online orders without an order reference or a person handling the follow-up.
- Collection, delivery and exchange terms scattered across channels and teams.
From workflow to first delivery.
We start with your workflow and existing tools to define a useful first deliverable for your team.
Questions about this workflow
Does this suit physical shops and online stores?
Yes. Start with one channel or shop, covering product questions, collections or orders. If you operate both, identify where the enquiry came from and who can confirm the answer.
Does the agent check live stock and prices?
Configured information does not guarantee live stock or prices. Without a validated integration, the team checks the shop system before confirming availability and terms to the customer.
Is there already a connection to my e-commerce platform, POS or ERP?
Compatibility needs to be assessed. Studio reviews documentation, access, permissions, available data and maintenance before proposing an integration with its own scope and cost.
Does WhatsApp create orders, take payments or approve returns?
This workflow does not promise those automatic operations. Purchases and payments use the channels approved by the shop; the team confirms orders, deliveries, exchanges and returns under its own policies.
What is the first step?
Describe one shop workflow, your current tools and a typical enquiry. Makers helps you decide between configuring an existing product, seeing a demonstration or defining a Studio project.
Which workflow would you like to improve?
Makers leads the initial conversation. Share your context. This assessment helps decide between an existing product, a demonstration or a more detailed Studio discovery engagement.
Discuss this workflowStudio · Detailed project brief →