Flow catalog
10 pre-built flows shipping today
A curated bundle of the highest-volume commerce intents, designed with our Kata loop telemetry and powered by the same marketplace connectors. Launch with guardrails on day one and retain human approvals plus a complete audit trail.
Human-in-the-loop approvals with audit-ready context every time.
Policy-aware automations spanning order management, logistics, and retention.
Telemetry, insights, and loop reviews aligned to our Kata surfaces.
Pre-integrated with marketplace connectors for commerce, helpdesk, and payments.
Loop health you can track from day zero
Every bundle ships with the dashboards, alerts, and experiment views from our Kata experience so you know coverage, velocity, and outcomes.
- Pre-built flows ready now
- 10
- Average automation coverage
- 75%
- CSAT after automation
- 4.7 / 5
- Approval records captured
- 100%
Across the full post-purchase journey
+18 pts vs baseline playbooks
Measured on closed-loop surveys
Signed + timestamped audit entries
Outcome-driven automations with AI agents at the core
Each flow bundles prompt strategies, function calls, marketplace connectors, approval routing, and fallback paths so your team can activate in hours—not weeks.
Post-purchase
WISMO (Where is my order?)
Resolve shipping status questions automatically with live tracking, policy-aware messaging, and proactive delay handling.
Capabilities
- Live OMS + carrier lookups with anomaly detection
- Predictive delivery ETAs and proactive delay messaging
- Auto-promises with escalation when data conflicts
HITL checkpoint
Requests approval when tracking data conflicts, shipments stall, or VIP customers ask for expedited options.
Returns & retention
Returns / Exchange Concierge
Guide shoppers through policy-aware returns, exchanges, and store credit offers without sacrificing margins.
Capabilities
- Eligibility scoring across policy, tags, and product data
- Instant RMA, label, and portal orchestration
- Exchange recommendations using inventory and preference signals
HITL checkpoint
Routes exceptions like worn items, fraud flags, or high-value orders for manual approval.
Logistics
Address Fix Intercept
Catch and correct address issues before fulfillment with automated validations and customer confirmations.
Capabilities
- USPS + carrier validation with smart suggestions
- Auto-hold and release with fulfillment system updates
- Self-serve confirmation workflow for customers
HITL checkpoint
Escalates when address risk scores remain high or reroute cost exceeds policy thresholds.
Order management
Edit / Cancel Window
Automate order edits and cancellations within safe cutoffs while protecting operations and revenue.
Capabilities
- Dynamic cutoff checks against fulfillment queue state
- Partial item cancellation with automatic refunds or holds
- Inventory and payment reconciliation in one flow
HITL checkpoint
Flags orders already released to warehouse or with split shipments for agent decision.
Experience recovery
Reship & Replacement
Handle lost or damaged packages with intelligent replacement logic and time-to-resolution commitments.
Capabilities
- Lost/damaged detection using carrier events and claims data
- Automated reship order creation with label purchase
- Expectation setting with proactive follow-ups
HITL checkpoint
Requires sign-off when replacement cost exceeds limits or inventory is constrained.
Revenue protection
Out-of-Stock Swap
Convert out-of-stock events into saved orders with alternative recommendations and incentives.
Capabilities
- Inventory-aware variant and bundle recommendations
- Dynamic incentives and partial credit controls
- Multi-channel confirmation capture
HITL checkpoint
Escalates VIP, high-AOV, or sensitive product swaps for human review.
Subscriptions
Sub Save Lite
Prevent churn with reason-aware responses, save offers, and compliant subscription updates.
Capabilities
- Churn reason classification with empathy-driven scripting
- Skip, pause, swap, or incentive offers tailored to profile
- Billing and next-charge updates directly in the subscription platform
HITL checkpoint
Escalates when customers cite product quality or regulatory keywords that need human judgement.
Experience recovery
Damage / Claim Intake
Collect evidence, triage damage claims, and trigger the right remediation path with guardrails.
Capabilities
- Guided photo and description intake with scoring
- Policy-aware eligibility and next best action
- Carrier or 3PL claim creation without manual effort
HITL checkpoint
Routes suspicious claims or repeat offenders to human reviewers before actioning.
Finance ops
Refund Policy Gate
Keep refunds compliant with policy while giving customers clear, fast decisions.
Capabilities
- Policy knowledge retrieval with structured reasoning
- Edge-case detection with safe fallback to agents
- Refund method orchestration across payment providers
HITL checkpoint
Triggers approvals on high-value orders, international shipments, or manual exceptions.
Revenue recovery
Failed-Payment Recovery
Resolve dunning automatically with reason-aware outreach, retry strategy, and retention offers.
Capabilities
- Payment failure diagnostics via gateway and subscription APIs
- Automated outreach with one-click secure payment links
- Retry cadence and incentives tuned to customer cohort
HITL checkpoint
Requests finance review after repeated failures or risk-scored accounts.
HITL approvals and audit trail, baked in
Our agent workflows combine automation speed with operational trust. Configure the guardrails you need, while every decision remains explainable and exportable.
Configurable approvals
Guardrails by refund amount, SKU, customer cohort, or risk score before automation executes.
8–15% of interactions routed for review
Full audit trail
Every decision logs inputs, outputs, human overrides, and timestamps for compliance.
Exportable to your data warehouse in real time
AI + human pairing
Agents prep context, draft actions, and hand off inside your helpdesk or custom workspace.
Sub-90 second approvals with 0 data re-entry
Continuous optimization
KPI instrumentation mirrors our Kata views to surface coverage, velocity, and friction.
Weekly loop reviews from the same telemetry surface
How the flows operationalize
Every automation documents where the agent acts, where a human approves, and which audit events capture the story.
| Flow | Primary surfaces | Agent actions | HITL moment | Audit trail entries |
|---|---|---|---|---|
WISMO (Where is my order?) Post-purchase | Email, chat, SMS, voice | Pulls order and shipment data, pushes personalized updates, and offers resolution pathways. | Requests approval when tracking data conflicts, shipments stall, or VIP customers ask for expedited options. | Captures data sources used, policy referenced, and human override decisions. |
Returns / Exchange Concierge Returns & retention | Helpdesk, portal, email | Evaluates reason, instructs next steps, generates RMAs, and updates the OMS. | Routes exceptions like worn items, fraud flags, or high-value orders for manual approval. | Logs policy clauses invoked, RMA state changes, and reviewer sign-off. |
Address Fix Intercept Logistics | Email, chat, helpdesk | Validates addresses, applies structured updates, and notifies 3PL partners in sequence. | Escalates when address risk scores remain high or reroute cost exceeds policy thresholds. | Stores validation provider responses, address revisions, and approval outcomes. |
Edit / Cancel Window Order management | Helpdesk, chat, email | Determines eligibility, executes edits, and informs downstream systems instantly. | Flags orders already released to warehouse or with split shipments for agent decision. | Records cutoff evaluation, changes applied, and who approved overrides. |
Reship & Replacement Experience recovery | Helpdesk, email, chat | Confirms issue, verifies inventory, triggers reship, and updates the customer. | Requires sign-off when replacement cost exceeds limits or inventory is constrained. | Captures evidence collected, policy applied, and approving operator. |
Out-of-Stock Swap Revenue protection | Chat, email, SMS | Monitors stockouts, proposes alternatives, and captures consent automatically. | Escalates VIP, high-AOV, or sensitive product swaps for human review. | Logs recommendation logic, incentive offered, and final decision trail. |
Sub Save Lite Subscriptions | Portal, chat, email, voice | Captures intent, executes lifecycle changes, and confirms via the preferred channel. | Escalates when customers cite product quality or regulatory keywords that need human judgement. | Tracks reason codes, offers presented, and approval checkpoints. |
Damage / Claim Intake Experience recovery | Portal, chat, email | Validates evidence, selects remediation, and kicks off logistics follow-up. | Routes suspicious claims or repeat offenders to human reviewers before actioning. | Preserves submitted media, decision rubric, and reviewer comments. |
Refund Policy Gate Finance ops | Helpdesk, email, chat | Assesses eligibility, executes refund or alternative, and documents the outcome. | Triggers approvals on high-value orders, international shipments, or manual exceptions. | Tracks policy clause cited, refund amounts, and approvals captured. |
Failed-Payment Recovery Revenue recovery | Email, SMS, in-app, voice | Detects failure, sequences outreach, updates billing, and reports retention impact. | Requests finance review after repeated failures or risk-scored accounts. | Documented payment attempts, offers extended, and manual approvals. |
From idea to production in three lightweight steps
The flows are already wired for the marketplace connectors, so your implementation stays focused on brand tone, policies, and edge cases.
Plug in your systems
Connect commerce, logistics, payments, and support tools through our marketplace adapters.
Tune guardrails
Set policies, approval thresholds, and audit retention aligned to your brand standards.
Launch, learn, expand
Monitor loop health in the shared dashboard and add new intents with the same patterns.