AUTOMATION
Agentic Commerce Workflows
Coordinate multi-step workflows across support, orders, returns, and operations with explicit action controls. Move from answering questions to completing work.
Beyond conversations.
Into execution.
Traditional AI stops at answering questions. Agentic workflows complete multi-step business processes — checking data, following rules, executing actions, and recording outcomes.
Autonomous: Executes complete workflows without manual intervention
Controlled: Scoped permissions and approval gates where needed
Observable: Complete audit trails and performance monitoring
EXAMPLE: RETURN PROCESSING
Customer requests return
Agent retrieves order details
Checks return policy eligibility
Verifies item condition requirements
Generates return authorization
Updates customer and records outcome
WORKFLOW EXAMPLES
Common agentic workflows
Multi-step processes that combine data retrieval, business logic, and controlled actions.
Order Modification
Address changes, item swaps, quantity updates — verified against order status, inventory, and business rules.
Refund Processing
From eligibility check to payment processing — automated refund workflows with appropriate approval gates.
Return Authorization
Generate return labels, update tracking, communicate instructions — complete return workflow automation.
Shipping Issue Resolution
Lost packages, delivery failures, address corrections — coordinate with carriers and update customers.
Inventory Sync
Monitor stock levels, trigger restocking, update product availability — connected inventory management.
Promotion Application
Verify eligibility, calculate discounts, apply codes retroactively — intelligent promotion workflows.
ARCHITECTURE
How agentic workflows are built
Structured components that coordinate data, logic, permissions, and execution.
Data Connectors
Connect to order systems, inventory, customer data, and business logic through MCP servers and APIs.
- •Shopify Admin API
- •ERP integrations
- •Shipping carriers
- •Payment gateways
Workflow Engine
Coordinate multi-step processes with conditional logic, parallel execution, and error handling.
- •Step sequencing
- •Conditional branching
- •Error recovery
- •State management
Control Layer
Permission scoping, approval gates, audit logging, and rollback capabilities for safe autonomous execution.
- •Action permissions
- •Approval workflows
- •Audit trails
- •Rollback capability
CONTROL MODEL
Autonomous but bounded
Explicit controls that define what agents can do, when approval is needed, and how actions are recorded.
Scoped Permissions
Each agent has explicit permissions for which actions it can execute.
Order agent can read all orders but only modify orders placed in last 24 hours.
Approval Gates
Define which actions require human approval before execution.
Refunds over $500 require manager approval; under $500 execute automatically.
Audit Logging
Complete record of all agent actions with user, timestamp, and outcome.
Every refund logged with customer ID, amount, reason, and approver.
Rollback Capability
Ability to reverse agent actions when errors or policy violations occur.
Undo incorrect inventory adjustments with full transaction history.
USE CASES BY DEPARTMENT
Workflows across the organization
Agentic automation extends beyond customer support into every operational function.
Customer Support
- Order modifications and cancellations
- Return and refund processing
- Shipping issue resolution
- Account updates and preferences
Operations
- Inventory management and restocking
- Fulfillment coordination
- Shipping carrier selection
- Exception handling and escalation
Finance
- Payment reconciliation
- Refund and credit processing
- Invoice generation
- Revenue recognition workflows
Marketing
- Promotion eligibility verification
- Discount code application
- Customer segmentation updates
- Campaign performance tracking
IMPLEMENTATION
From pilot to production
Start with high-value, low-risk workflows and expand based on validated results.
Phase 1
Identify & Prioritize
Map workflows, assess complexity, calculate ROI, define success criteria.
Phase 2
Build & Test
Develop workflow logic, connect data sources, implement controls, test scenarios.
Phase 3
Pilot & Validate
Limited deployment, monitor performance, collect feedback, refine controls.
Phase 4
Scale & Optimize
Full deployment, continuous monitoring, capability expansion, ROI tracking.
Related Solutions
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