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E-commerce

Order questions arrive on every channel, but the answers never gather in one place.

Rocketly links pre-purchase questions, shipping enquiries and return requests from WhatsApp, Instagram DM, live chat, email and forwarded marketplace notifications to a single customer record. Cart recovery, repeat-purchase segments and support tasks stay on one screen.

Where an Order Question or Return Request Goes Missing in E-commerce

A size question sits in Instagram DM, a shipping question in WhatsApp and a return request in email, so no screen shows that all three are the same customer.

Nobody owns the visitor who left a full cart behind, so the reminder stays a bulk email in most stores and no personal contact is ever made.

The same tracking question repeats every day, and because the team hunts for the answer across separate panels, the reply queue slips on campaign days.

Return and exchange requests arrive as free text, and with no shared list showing the stage and the owner of each request, follow-up simply breaks.

Because nobody measures which campaign turns into a sale on which channel, the ad budget and the content plan largely rest on guesswork.

Which Channels Online Store Customers Write From

Instagram DM and Story Replies

Customers who see a product post usually DM about size, colour and availability. Story replies land in the same conversation, so the first contact is not lost.

WhatsApp Business

Shipping status, order changes and return questions arrive heavily here; campaign updates are scheduled with approved template messages.

Live Chat Widget

A hesitating visitor writes from the product page, and the conversation becomes a customer record, so the pre-purchase question is captured.

Email and Order Notification Replies

Replies to order and shipping notifications land on the same record, so return and invoice requests do not get buried in an inbox.

Forwarded Marketplace Messages

Marketplace notifications can be routed into the inbox by email, a custom channel or Webhook/Zapier; the marketplace panel stays in use in parallel.

Meta and Google Lead Forms

Campaign lead-form records sync into the CRM, so you can see by source which campaign turned into a conversation and then into an order.

Which Layer Rocketly Covers in Your E-commerce Operation

Collect Order Questions in One Inbox

WhatsApp Business and personal line, Instagram DM and story replies, Facebook Messenger, Telegram, email, live chat and SMS — the sources your store connects appear on one screen. Rocketly supports 12 channel types.

Connect the Store Platform by Webhook

Shopify, WooCommerce and ikas webhooks deliver order events into the CRM record, so the card shows which order is being discussed. Order, payment and shipping operations stay in your store platform.

Set Up Cart Recovery Follow-Up

A cart event sent by the store or a form submission triggers a workflow; a reminder draft is prepared and a task opens for the owner. The final wording and the send decision belong to your team.

Answer Shipping Questions on the Same Record

Write the shipping process, delivery steps and FAQs into the knowledge base so recurring questions get a draft. Delivery dates and transit times are the carrier’s information and are never promised here.

Give Returns and Exchanges a Stage

Build your own stages — Request, Review, Awaiting Shipment, Item Received, Resolved — so each request shows its owner, its age and its notes on one board. The approval decision stays with the store.

Route Marketplace Messages Into the Same Flow

Marketplace notifications can be routed into the inbox through email, a custom channel or a Webhook/Zapier flow. The marketplace panels themselves keep being used in parallel.

Plan Repeat Purchases With Segments

RFM-based segmentation and the customer health score build lists by recency, frequency and basket size, so campaign communication is planned against real behaviour rather than a single mailing list.

AI Drafts, Summaries and Email Copy

AI drafts replies from your product and process knowledge base, summarizes long threads, and proposes campaign copy through the AI Email Writer. The send decision always stays with your team.

Reports by Channel and Campaign

With 38 ready-made report types, evaluate with your own data which channel turns into an order and which campaign turns into a repeat purchase.

Ready to bring the customer communication you connect into one shared workspace?

Configure your process, team and connected sources at a pace that fits your operation.

What AI Speeds Up in E-commerce — and What It Never Takes Over

AI can prepare drafts and summaries from conversation context; your team decides what is shared with customers.

Drafts Replies

Produces a draft from your knowledge base for recurring questions about sizing, the shipping process and return conditions; support edits it and decides whether to send.

Summarizes Long Support Threads

Condenses an order or return conversation spread over days so the next agent on shift sees the context without rereading it.

Helps Tag the Request Type

Works out from the conversation whether it is a pre-purchase question, a tracking enquiry or a return, and suggests a tag; the team confirms it.

Promises No Stock, Delivery or Refund Outcome

AI does not verify stock counts, announce a delivery date or decide the outcome of a return. Those depend on your store panel, the carrier and the store’s own decision.

A Customer Path From Pre-Purchase Question to Return Request

01 · CONTROLLED HANDOFF

Turning an Instagram size question into an order

01

A customer DMs under a product post — "do you have this one size up?" The message lands in the inbox and a customer record opens.

02

AI drafts a reply from the product knowledge base; support checks the variant, edits the draft and sends it.

03

If the customer is still deciding, the record moves to the Interested stage and an owner is assigned.

04

When the order is placed, the webhook event from the store platform lands on the record, so conversation and order meet on one card.

05

After delivery a feedback task opens and the customer joins the repeat-purchase segment.

Reminding a customer about an abandoned cart

A cart event or a form submission triggers the workflow and the record moves to the Cart Recovery stage.

A reminder draft is prepared; the team checks the wording, the channel and the recipient list.

If the customer replies, the conversation continues on the same record and any question becomes a support task.

If there is no reply, the record joins a segment list and is reviewed in the next campaign round.

Running a return request through one board

A customer writes a return request by email or WhatsApp; it attaches to the customer record and lands in the Review stage.

Order details are matched against the record created by the store webhook, and an owner and a check task are assigned.

When the item arrives, the stage is updated and the message to the customer is prepared by the team.

The resolved request is tracked in the report by channel and product group, with the return-reason tag on the record.

Preparing a segment for repeat purchases

RFM segmentation builds lists by last purchase date and order frequency.

A separate list and follow-up sequence is defined for customers who have not ordered in a long while.

Campaign copy is drafted with the AI Email Writer; the team edits it and decides on the send.

Customers who respond move into the sales process, while the rest wait for the next segment review.

Order and Cart Flows You Can Build for an Online Store

Use these examples to discuss triggers, owners and review points before configuring your own process.

New Order Question Intake and Routing

So a first contact on a campaign day never sits unowned

1

Trigger: a new conversation opens on a connected channel.

2

Condition: if the message carries a shipping, return or product tag, route it to the matching support group.

3

Action: open the record, assign an owner and prepare a reply draft from the knowledge base.

4

If no reply goes out within your chosen interval, notify the team lead.

Cart Recovery Reminder Plan

A pattern for making personal contact about an abandoned cart

1

Trigger: a cart event arrives from the store webhook or a site form submission comes in.

2

Condition: a customer record exists and contact consent is in place.

3

Action: prepare a reminder draft and open a task for the owner; the team approves wording and send.

4

If there is no reply, add the record to a segment list for the next campaign plan.

Post-Delivery Feedback and Repeat Purchase

So post-sale communication runs to a rhythm

1

Trigger: the order record is marked as Delivered.

2

Action: prepare a feedback-request draft and open a task for the owner.

3

Condition: if the customer replies, attach the conversation to a support or sales process.

4

If there is no reply, add the customer to the repeat-purchase segment for the next campaign.

Recommended Connections for Online Stores

Connect native channels directly, or use a webhook for an existing tool — each card makes Rocketly’s role clear.

Shopify (Webhook)

Webhook connection

Order events landing on the customer record and matching the conversation

WooCommerce (Webhook)

Webhook connection

Order events from a WordPress store flowing into the CRM

ikas (Webhook)

Webhook connection

Order notifications from an ikas store attaching to the same record

WhatsApp Business API

Native connection

Shipping and return threads plus approved template message planning

Instagram DM (Meta)

Native connection

Attaching product-post questions to the customer record

Meta Ads

Lead source

Campaign lead-form records arriving with their source

Where to Start a Rocketly Setup in an Online Store

Use these steps to review your process, responsibilities and permissions before going live.

1

Define the store profile and the support team

Create support, sales and campaign users; use roles to limit who sees which customer record and conversation.

2

Build the request stages

Define separate stages for pre-purchase questions, shipping enquiries, returns and exchanges, and write the owner and the expected next step for each.

3

Connect channels and the store webhook

Start with the channel that brings the most messages — for most stores Instagram DM and WhatsApp — then configure the Shopify, WooCommerce or ikas webhook.

4

Fill the knowledge base

Write product variants, the shipping process, return conditions and FAQs. For stock and delivery details, define a redirect to a check in the store panel.

5

Build and test the first three workflows

Try question routing, cart recovery reminders and post-delivery feedback on sample records before opening them to live customer communication.

6

Set reports and clarify the system boundary

Set up channel, campaign and return-reason reports. The store platform, payment provider and carrier keep running in parallel; Rocketly is the communication and follow-up layer.

Rocketly Capacity Behind E-commerce Customer Communication

0

Channel types where order questions land

0

Templates for cart recovery and return flows

0

Report types covering post-sale communication

0

Interface languages used for cross-border selling

The operational examples on this page are not guaranteed outcomes. What is available and how it performs depend on your process, connected sources, permissions and team use.

E-commerce CRM — Questions Store Owners Ask

Rocketly is a CRM layer for customer communication and request handling: pre-purchase questions, shipping enquiries and return requests from connected channels attach to a single customer record, move through stages and become reportable. It does not take over the work of your store platform, payment provider or carrier; ordering, payment and delivery keep running in your existing systems while Rocketly works beside them as the communication and follow-up layer.

These platforms connect by webhook: an order event created in the store is delivered to Rocketly and lands on the matching customer record, so the conversation and the order meet on one card. The connection is a one-way event stream; catalogue management, payment and shipping steps continue in your store panel. You decide which events are sent through the webhook configuration on the store side.

No. Rocketly does not pull real-time stock counts from a till terminal or from your store platform; that is outside the product. The inventory add-on works with the records you keep inside Rocketly and does not determine the quantity shown on your storefront. When sharing availability, it is recommended that the team confirms it in the store panel and keeps the knowledge base note current.

Marketplace panels keep being used in parallel and Rocketly has no built-in marketplace connector. That said, you can route messages into the same inbox using the notification emails a marketplace sends, a custom channel connection, or a Webhook/Zapier flow. The marketplace question then appears on the customer record and the support task runs from the same list as everything else.

A cart event sent by the store, or a form submission on the site, is used as a workflow trigger. Workflow Builder ships with 55 templates and offers 46 trigger types; a reminder draft is prepared and a task opens for the owner. The final wording and the decision to send always rest with your team rather than with the automation.

Return and exchange requests collect on a board with stages you name yourself: Request, Review, Awaiting Shipment, Item Received and Resolved, adapted to how your store works. Each request keeps its owner, notes and tags on the record. Transit times, delivery dates and carrier approval depend on a third party; Rocketly makes no promise about those durations and only keeps the follow-up visible.

RFM-based segmentation builds lists by last purchase date, order frequency and basket size, while the customer health score helps show which group is cooling off. You attach a follow-up sequence to those lists, draft campaign copy with the AI Email Writer, and schedule the send after your team has approved the wording and the recipient list.

No. AI produces assisting output only: conversation summaries, reply drafts based on your knowledge base, tag suggestions and campaign copy drafts. Binding details such as price, availability, delivery and the outcome of a return are confirmed by your team. Final review of customer-facing content and sending authorization stay with you; even where you use an AI agent, you define its scope and its handover rule.

Yes. There is a permanently free plan and no credit card is requested. AI features, advanced workflow steps, the inventory add-on and some channel connections sit in paid plans. The pricing page shows which feature belongs to which plan, so you can widen your setup gradually as message volume grows through campaign periods.

E-commerce

Bring Order Questions, Returns and Campaigns Into One Panel

Run every channel conversation a customer starts from the same record.

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