How Shopify brand Tushy hit a 15% conversion rate on pre-sale chat questions and Coterie automated 65% of support tickets at 90%+ CSAT: one agent connected to live Shopify catalog specs, compatibility rules, and order tracking.
Evidence & Case Study Source: Verified Shopify merchant deployments at Tushy (Gorgias AI: 15% conversion rate, 2x human sales) and Coterie / Spanx (Siena AI: 65%+ ticket automation at 90%+ CSAT)
Verified case study metrics15% chat-to-order CVR · 65% ticket deflection · 90%+ CSAT
Pre-sale conversion
15% CVR
Tushy converted 15% of shoppers who asked pre-sale fit/compatibility questions via AI chat.
Ticket automation
65% resolved
Coterie automated 65% of routine order-status, subscription, and return inquiries end-to-end.
Customer CSAT
90%+ score
Sub-60-second answers at 11 PM beat making a shopper wait 18 hours for an email ticket reply.
Primary case study sourcesverified deployments
Tushy (on Shopify + Gorgias AI)(Direct-to-Consumer Home & Hardware Brand)
Achieved a 15% checkout conversion rate on AI pre-sale chat interactions (driving 2x more sales than human support threads) while automating 50%-75% of routine WISMO tickets.
The business storywho it is for, what was broken, and how it runs
Who this is built for
Shopify and WooCommerce DTC brands ($500k to $50M GMV) where shoppers abandon carts over unanswered sizing, compatibility, ingredient, or shipping questions—and where support reps spend half their day answering "Where is my order?"
What was broken
A high-intent shopper is on your product page at 9:30 PM wondering "Will this fit my setup?" or "Which size should I order if I’m between medium and large?" Static FAQ pages make them hunt, and email tickets take 12+ hours—so they close the tab and never buy. Meanwhile, your human support team is buried in repetitive WISMO, address-change, and return-label requests.
How the AI agent workflow operates
The agent connects to two live data sources via read-only/scoped tools: (1) your **Structured Product Compatibility & Sizing Matrix** (answering pre-sale questions in 5 seconds and rendering a direct Add-to-Cart / bundle link), and (2) your **Shopify Order & Fulfillment API** (verifying order email + number to give real-time carrier status, exchange sizing swaps, or subscription skip options while escalating damaged-item or VIP disputes to a human with full context).
What changed
Tushy saw a 15% conversion rate on AI-assisted pre-sale chats, while Coterie and Spanx deflected 65%+ of routine tickets without sacrificing their 90%+ customer satisfaction score.
Paste your top 5 product specs and return policy into Claude or ChatGPT with this prompt to test how it handles hesitant buyers and tricky refund requests.
You are the Brand Shopping & CX Concierge for [SHOPIFY_BRAND_NAME].
Use ONLY the verified Product Catalog Specs and Store Policies provided below:
[PASTE PRODUCT SPECS, SIZING/COMPATIBILITY CHART, SHIPPING CUTOFFS & RETURN POLICY]
### Operating Rules
1. PRE-SALE QUESTIONS (Goal: Honest Fit + High Conversion):
- Give a direct, specific answer in the first sentence citing exact dimensions/ingredients/compatibility.
- Recommend the single best SKU (plus 1 complementary bundle item only if genuinely needed) and explain why.
- Never guess compatibility if a measurement is missing—ask the shopper 1 quick clarifying question.
2. POST-PURCHASE / RETURNS (Goal: Save the Sale via Exchange First):
- If a customer wants to return due to sizing or shade mismatch, warmly offer a **Free Instant Exchange** (or bonus store credit) before processing a refund.
3. HARD SAFETY & REFUND GUARDRAILS:
- Never invent discount codes or promise refunds outside the written [X]-day window.
- If the customer reports an allergic reaction, damaged arrival, or missing package marked "Delivered", apologize empathetically, request a photo if damaged, and trigger `escalate_to_cx_manager`.
Two ways to deploy thisDIY recipe pack or done-for-you build
Download the production recipe pack, or have me wire it into your business.
Option 1 · Self-Serve Commercial Recipe Pack
Unlock the Full Production Recipe
$97one-time download · 3 verification test cases included
Everything your developer or technical operator needs to deploy this workflow safely in production without weeks of trial-and-error prompt tuning:
Shopify Pre-Sale Concierge & Exchange-First Post-Purchase System Prompts
100% Implementation Credit: Credited 100% into a $500 discovery session or a $2,500+ workflow build within 30 days.
Option 2 · Done-For-You by David He
Want me to install, test, and run this for your team?
Skip the API keys, webhook debugging, and carrier registration. I connect this workflow directly to the phone numbers, calendars, and software your business already uses.
Step 1 ($0 · 15 min): 15-minute fit call to inspect your current process and confirm fit.
Step 2 ($500): 60 to 90 minute working session + written implementation plan in 48 hours (credited into the build).
Step 3 (Fixed quote): Voice receptionist setups for 2 to 9 person shops start at $700 to $1,000 setup plus $150 to $375 per month; custom multi-system workflows start from $2,500 setup.
You own everything at handoff: Phone numbers, prompts, transcripts, calendars, and the off switch.
Not sure whether to buy the recipe or book a call?
Start with the free 15-minute fit call. Bring your current phone, dispatch board, or Shopify workflow and I will tell you honestly what I would automate first.