| Support assessment | Review current support channels, ticket types, policies, systems, backlog, customer themes and risk areas | Assessment report | Discovery and baseline | Platform access, policies and historical support data |
| Shopify support playbook | Order lookup steps, verification rules, response standards, escalation paths and authority limits | Operating manual | Setup | Approved policies, brand tone and operational contacts |
| Ticket taxonomy | Categories for order status, shipping, returns, refunds, product queries, complaints, subscriptions and exceptions | Tagging framework | Setup | Current ticket examples and reporting priorities |
| Response template library | Saved replies for common questions with tone, policy language and personalization guidance | Macro and template set | Production | Approved wording, policy rules and product details |
| Returns and refunds workflow | Decision tree, reason codes, approval thresholds, customer follow-up and finance handoff rules | Workflow map and checklist | Implementation | Return policy, refund authority and payment rules |
| Live chat operating guide | Availability, triage rules, escalation triggers, lead capture and handoff expectations | Channel SOP | Implementation | Channel tools and service-level expectations |
| QA scorecard | Criteria for accuracy, tone, completeness, policy adherence, escalation quality and documentation | Scorecard and review process | Quality assurance | Quality expectations and review cadence |
| Knowledge-base recommendations | Customer-facing FAQ structure, internal article gaps and update ownership | Knowledge-base plan | Documentation | Current articles, product information and policy updates |
| Support reporting dashboard | Backlog, first response, resolution time, ticket types, CSAT, escalation and recurring issue themes | Dashboard or report template | Reporting | Tool exports, definitions and KPI priorities |
| Training and handover | Agent onboarding, SOP walkthrough, escalation review, reporting interpretation and improvement planning | Training session and documentation | Handover or ongoing support | Team attendance and owner confirmation |