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How to

How to design an ecommerce bot

Make a blueprint for your conversation design using our best practices and conversation design template.

Need help?

For a free conversation design consultation, you can talk to a bot design expert by requesting a demo! In the meantime, you can also request a free trial to familiarize yourself with the tools.

In this article, we will be going over a couple foundational building blocks to include in your bot design that involve minimal effort in exchange for maximum impact.

As part of our How-To series, we've created a conversation design template that you can use for ecommerce businesses.

Within this template, you’ll have access to:

  • Meya’s essential conversation design guide
  • A clear structure for building our your MVP bot
  • Hints and tips for beginners

User Authentication for Personalization

Arguably the most important foundational feature in any ecommerce bot is user authentication. In our experience working with fast-growing ecommerce stores, the most common escalation reason is related to an individual’s account: whether that be order history, shipping details, refunds and payments. 

If your bot does not possess the ability to check a user’s unique account details to offer assistance, you will have all related user inquiries routed to your support agents for triage and service. This is why we recommend that Context is established early in your design process so you can determine the best course of action, understanding that you have access to the information that is the most appropriate for your users. 

Example:

login.yaml

1steps:
2  - user_set:
3      user_id: (@ flow.user.id )
4      first_name: (@ flow.user.first_name )
5      last_name: (@ flow.user.last_name )
6      email: (@ flow.user.email )

open.yaml

1triggers:
2  - page_open
3  - regex: ^user_(.*)$
4    action:
5      jump: regex
6
7steps:
8  - (page)
9  - if: (@ flow.context.get("shopify_customer_id"))
10    then: next
11    else:
12      flow: flow.start
13      transfer: true
14
15  - flow_set:
16      user_id: (@ flow.context.shopify_customer_id)
17
18  - jump: check
19
20  - (regex)
21  - flow_set:
22      user_id: (@ flow.groups[0] )
23  - jump: check
24
25  - (check)
26  - flow: flow.auth.check
27    data:
28      user_id: (@ flow.user_id )
29
30  - flow: flow.start

Smart Triggers using Page Context

A common barrier to bot adoption is user education. Specifically, in a conversational exchange it is hard to determine what the bot can do. 

One way of providing a more guided experience is with the use of the page context feature. For example, you can: 

  • Let your support rep know what product the user was looking at when they asked to talk to support.
  • Use the user’s location to connect them to a local sales rep or the support team closest to their timezone or geolocation.
  • Provide your app with information about how the user is using your web platform, such as: "Your free trial is about to expire. Do you want to add a plan?", "You haven’t tried feature X yet. Would you like to view a tutorial?" and "I see you've encountered an error message XXX. Here are some troubleshooting tips."

Example:

Orb script

1<script type="text/javascript">
2var product = {};
3product.name = document.getElementById("product-name").innerHTML;
4product.price = parseFloat(document.getElementById("product-price-value").innerHTML);
5
6window.orbConfig = {
7     connectionOptions: {
8        gridUrl: "https://grid.meya.ai",
9        appId: "APP_ID",
10        integrationId: "integration.orb",
11        pageContext: {
12            product: product
13        }
14    },
15    windowApi: true,
16};
17
18(function(){
19    var script = document.createElement("script");
20    script.type = "text/javascript";
21    script.async = true;
22    script.src = "https://cdn.meya.ai/v2/orb.js";
23    document.body.appendChild(script);
24    var fontStyleSheet = document.createElement("link");
25    fontStyleSheet.rel = "stylesheet";
26    fontStyleSheet.href = "https://cdn.meya.ai/font/inter.css";
27    document.body.appendChild(fontStyleSheet);
28})();
29</script>

Automate Refunds

The last building block we will cover here is one of the most common reasons for reaching out to a customer support team for an online store: refunds. 

Refunds are a part of life for customer support teams, and offer businesses the opportunity to build loyalty with their customer base. Also, depending on how you triage your returns process, there is incredible insight that can be derived from users who are looking to return a product (damages, quality, unintentionally misleading product descriptions).

The refund workflow also tends to be one of the most complex for support agents to follow, with many online stores needing to update and manage this event in multiple locations (payment system, shipping, inventory, product).

Example:

refund.yaml

1steps:
2  - if: (@ flow.get('selected_order') )
3    then:
4      jump: selected order
5    else: next
6
7  - say: Checking orders....
8
9  - type: meya.shopify.component.customer.order.list
10    status: any
11    customer_id: (@ user.user_id )
12    integration: integration.shopify
13  - flow_set: refund_orders
14
15  - type: meya.shopify.component.order.display
16    orders: (@ flow.refund_orders )
17    integration: integration.shopify
18
19  - ask: Here are the orders I found..
20    tiles: (@ flow.result )
21
22  - flow_set: selected_order
23
24  - flow_set:
25      selected_order: (@ flow.result )
26
27  - (selected order)
28  - type: meya.shopify.component.order.status
29    order: (@ flow.selected_order )
30
31  - if: (@ flow.result == "refunded" )
32    then:
33      jump: not for refund
34    else: next
35
36  - type: meya.shopify.component.order.refund
37    order: (@ flow.selected_order )
38    integration: integration.shopify
39
40  - if: (@ flow.result )
41    then:
42      jump: refund success
43    else:
44      flow: flow.escalate.ticket
45      transfer: true
46
47  - (refund success)
48  - say: Refund requested. Please check your email for further information.
49    quick_replies:
50      - text: Start over
51        action:
52          flow: flow.start
53          transfer: true
54
55  - (not for refund)
56  - say: This order is not available for refund.
57    quick_replies:
58      - text: Start over
59        action:
60          flow: flow.start
61          transfer: true

Need help?

For a free conversation design consultation, you can talk to a bot design expert by requesting a demo! In the meantime, you can also request a free trial to familiarize yourself with the tools.

Use-case

Ecommerce

At a glance

User authentication

Smart triggers

Automated refunds

Integrations
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