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Bot Automation
Name
Description
Content Made by
Link
Checkout Abandonment Flow
This is for users who have entered our checkout but has abandoned it
Tanu - input from Shubham, Sagarika
Partially Fulfilled Flow
This is for split shipments
Mukesh - Reviewed by Utkarsh & Sripath
Order Shipped
Triggered when shipment is in fulfilled status on shopify - AWB number gets allocated- to tell user their order is shipped with a tracking link
Tanu - input from Shubham, Sagarika
Order confirmation
Triggered when order is created in shopify - to tell user their purchase is successful
Tanu - input from Shubham, Sagarika
Order_Delivered_final
Triggered when shipment status becomes delivered, to convey to user the order is delivered with an option for them to talk to agent if they found an issue
Mukesh - Reviewed by Utkarsh & Sripath
There are no rows in this table
Suggest top 5 flows to be set up from the doc shared:-
feedback flow -> We can trigger this message after x number of days of delivery, to get feedback about the product or about the user experience to purchase the product
Upsell -> we can trigger this message after an order is placed, to try and boost cart value or push sales of a new product
Re-order -> we can trigger this x amount of days towards the end of a products life cycle, to nudge users to make a repeat purchase
note:- we can revisit and discuss on a couple of more flows to be set up, based on how these flows pick up
what we need from your team?
Content for the messaging
Products we want to target for upsell based flows
Re-order flows -> products we will initially target
Two ways the customer can do Product Discovery
Ask their questions in their natural language
Use our AI-assisted click flow for discovery
3. Track Order & Other Issues
Track order
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Other Issues
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Goal

Manage all our customer queries across various platforms (say fb, insta, whatsapp e.t.c) in one place
Whatsapp Commerce : Decide & Buy on Whatsapp (without going to the website)
GPT Bot - Help them discover the right product for them and help them buy the product

Sales by collection

Evaluating Whatsapp Commerce


Whatsapp commerce pathways

Checkout on website - The user goes to the checkout page and checks out
Checkout on chat (1.5 years old as of May ‘25) - For paying the users goes to the payment gateway but the rest happens on whatsapp
Embedded Checkout (4-5 months old as of May ‘25)- 360 Dialogue - - Payment happens on whatsapp only - present only with razorpay so far.

Table 9
Metrics
DERMATOUCH
KAPIVA
KAL
Number of customer tickets created (involves whatsapp, insta other places) per month
95000
76,000
1,400
Revenue from bot & marketing automation per month
35L
20L+
40,000
Revenue from whatsapp commerce
2.5L
2.5L
0
There are no rows in this table

GPT bot
Evaluate derma, kapiva, dove and set up a flow
Set up flows and check the data


Status Quo
Checkout abandent flow
partially fulfillled
abandonment checkout
confirmation final
delivered final
Order processing / update flow
bot → it was blank

track order & other help → from when (approx month)

product enquiry → taken live friday
gpt when on effective friday
ai bot - product enquiry → manually need to be trained

Order → unicommerce → If delivery address is Kerala - it wil be assigned to Kerala ayurveda market place facility (which is Kochi) , Rest of India → will go to Hobli facility in bangalore
Basis on inventory it gets changed.
After order processing - Kochi shipments used to be sent to shiprocket and Blr shipments got to Shipyaari.

On Mar 18,
Kochi shipments were going to shiprocket, now bangalore shipments will also go to shiprockets

Added warehouse in shiprocket
Unicommerce rule set up (Priyanka)

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