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15 Customer Service Tasks You Can Automate

Nine information tasks — Common opportunities include store hours, shipping methods, delivery regions, sizing guides, warrant…

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Roxi editorial · Practical guide

Nine information tasks

Common opportunities include store hours, shipping methods, delivery regions, sizing guides, warranty explanations, return eligibility, payment options, product details, and basic troubleshooting.

Six guided workflows

Additional candidates include contact intake, issue classification, help-article recommendations, return-request intake, product suggestions, and account setup guidance. That makes fifteen possible support workflows to evaluate.

Apply risk-based controls

These workflows are not equally safe. Use authentication for order data, explicit permissions for financial changes, and human approval for exceptions. Start with the tasks that can be tested against written policies.