The answer needs a policy exception
A refund outside the stated window, a warranty judgment, or a one-off request should reach someone authorized to decide.
forum Shopify customer service guide
This is not an either-or choice. Let automation give shoppers an immediate, useful first answer. Let people take the moments that need judgment, empathy, or a real exception.
A better handoff
Automation knows when to involve a person
SHOPPER
My parcel says delivered, but it is not here.
Choose by the customer’s need
The useful question is not “which channel wins?” It is “what does this shopper need right now?”
The service boundary matters
Automation should make it easier—not harder—to get help. Shopify’s guidance makes the same distinction: chatbots can handle repetitive tasks and escalate complex issues to human agents.
Read Shopify’s AI customer-service guide open_in_newA refund outside the stated window, a warranty judgment, or a one-off request should reach someone authorized to decide.
A fast human response matters more than another automated answer when the conversation is emotional or trust has already been damaged.
If the assistant cannot confidently ground an answer in current product, policy, or order information, it should say so and hand over.
The combined workflow
Product details, comparisons, stock questions, policies, and straightforward order updates should not require a customer to wait in a queue.
Tell shoppers how to reach a person, and do not present automation as a human. A clear handoff is part of good service.
When an issue is handed over, preserve the question and the relevant product or order context so the customer does not have to start again.
A faster first answer, with people when it matters
Speks helps shoppers find useful product and support answers on your Shopify storefront, while leaving your team free for the moments that need them most.
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