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Illustrative sample

AI

AI customer support assistant for a D2C brand

A retrieval-based assistant for order, return and product questions, with guardrails, citations and a route to a human agent.

Not client work. This sample shows how we would scope and build this type of product. Names and figures in any previews are invented.

Sample AI customer support assistant for a D2C brand: website chat widget and agent console apps
Illustrative sampleAn assistant answering from your own documents, with its sources and a person reviewing the hard cases.

Overview

About this sample

This sample project shows how we would approach an AI support assistant for a D2C brand selling online in India; the conversations in our previews are invented. It uses retrieval-augmented generation (RAG) over the brand's help content and is designed to support the service team, not replace it.

Project facts

Illustrative sample
Status
Illustrative sample, not client work
Project type
AI assistant
Solution area
AI solutions
Runs on
  • Website
  • Admin dashboard
Built for
  • Shoppers
  • Support agents
  • Support team leads
Typical timeline
Typical build: 8โ€“12 weeks, including an evaluation phase

Product preview

What shoppers and the support team see

Illustrative screens. The conversation, order numbers and figures are invented.

  • AI customer support assistant for a D2C brand website chat widget chat on a phone, with a question and a reply
    Website chat widget. Shoppers get an answer from the brand's own policy, with a link to the source, and can ask for a person at any time.
  • AI customer support assistant for a D2C brand agent console hand-offs waiting table in a web browser
    Agent console. Support agents pick up handed-off conversations with a summary, the order details and the assistant's suggested next step.
  • AI customer support assistant for a D2C brand admin dashboard knowledge sources in a web browser, with 4 entries
    Admin dashboard. The content team decides which policies the assistant may quote, and articles are re-indexed automatically when they change.
  • AI customer support assistant for a D2C brand admin dashboard in a web browser, with key figures and a chart
    Admin dashboard. Team leads see which questions the assistant answered, which it handed over and where the help centre is missing an answer.
Illustrative preview

Sample screens: names, prices and figures are examples, not client data.

How it works

How a customer question gets answered, or handed to a person

The assistant answers only from the brand's own content and order data, and people stay in charge of anything involving money.

  1. Website chat or WhatsApp

    Step 1: Shopper asks a question

    For example "Can I exchange this kurta for a larger size?", typed in English or Hinglish.

  2. Assistant

    Step 2: Identity check for order questions

    Before sharing anything about an order, the assistant confirms the phone number on the order with a one-time password.

  3. Assistant

    Step 3: Finds the relevant policy

    It searches the help centre and return policy for matching passages, and fetches order and courier status if the question needs it.

  4. Assistant

    Step 4: Answers with its source

    The reply is written only from those passages and links to the policy it used. If nothing relevant is found, it says so.

  5. Support agent

    Step 5: Hands requests to a person

    Exchanges, complaints and refund questions go to an agent with a short summary, so the shopper does not repeat themselves.

  6. Support team lead

    Step 6: Team fills the gaps

    Unanswered questions show where help articles need updating, and the evaluation set is re-run before any prompt or model change.

Then it starts again at step 1: Shopper asks a question

How we would build it

From the problem to the architecture

The challenge

A growing D2C brand's inbox fills with the same questions: where is my order, can I exchange this size, when will my COD refund arrive. Agents copy answers from policy documents, and replies slow down during sales.

Off-the-shelf chatbots either follow rigid menus or invent confident answers. The brand needs replies grounded in its own rules and each customer's order, in English and Hinglish, with a clean hand-off to people.

Our proposed solution

  • Grounded answers: help-centre articles, return policies and product information are indexed as passages. The assistant answers only from retrieved passages, cites the source and says when it does not know.
  • Order lookups: after phone OTP verification, tool calls fetch order and courier status.
  • Actions with approval: return and exchange requests go to staff for approval; the assistant never issues refunds.
  • Hand-off: complaints, damaged items and refund disputes go to a human agent with a short summary, so customers need not repeat themselves.
  • Channels: a website chat widget and WhatsApp via the WhatsApp Business Platform.

Architecture

  • Front end: a Next.js chat widget and an agent console for reviewing flagged conversations.
  • AI service: Python handles retrieval, prompt assembly, tool calls and guardrails. OpenAI APIs provide generation and embeddings behind a thin provider layer, so the model can be swapped.
  • Data: PostgreSQL with pgvector for passage search; Redis for sessions and rate limits.
  • Content sync: articles are re-indexed whenever the help centre changes.
  • Quality: an evaluation set of anonymised questions runs before every prompt or model change. Services are hosted on AWS.

Key features

What the product does

7 capabilities that shape the scope and the estimate.

  • Answers grounded in the brand's help content, with sources
  • Order and courier status after OTP verification
  • Return and exchange requests for staff approval
  • Human hand-off with a conversation summary
  • English and Hinglish, evaluated separately
  • Website chat widget and WhatsApp channel
  • Reports on unanswered questions

Platforms

Where the assistant appears

A chat widget on the brand's website and a web console for the support team. WhatsApp is connected as a second channel.

  • Web

    Website

    Marketing and content websites: fast, search-friendly pages with a CMS your team can update without a developer.

  • Back office

    Admin dashboard

    Back-office panels for operations, support and finance teams: orders, users, content, reports and permissions.

Technology

What the assistant runs on, and why it matters

A Next.js chat widget, a Python AI service built on OpenAI models, and a database that searches the brand's help content by meaning.

  • A modern web technology for fast, search-friendly websites, online stores and web applications that load quickly on mobile.

    Used for

    • Business websites
    • Online stores
    • Web apps
    • Customer portals
  • Backend

    Python

    A programming language for AI features, data processing and automation: the engine behind document reading, reports and smart search.

    Used for

    • AI features
    • Document reading
    • Reports and analytics
    • Task automation
  • Adds AI features such as chat assistants, document summaries and smart search to your product, built on OpenAI models with human review.

    Used for

    • AI chatbots
    • Document summaries
    • Smart search
    • Drafting replies
  • Connects your product to AI language models from several providers, so each task uses a suitable model and you can switch later.

    Used for

    • AI assistants
    • Answers from documents
    • Workflow automation
    • Ticket triage
  • A reliable database for the records your business runs on: orders, payments, bookings and stock, kept accurate and easy to report on.

    Used for

    • Orders and customers
    • Payments and ledgers
    • Stock and inventory
    • Bookings
  • Data

    Redis

    Keeps frequently used data in fast memory, so apps stay quick on busy days and live features like order tracking feel instant.

    Used for

    • Faster apps
    • Live order status
    • Shopping carts
    • Job queues and alerts
  • Cloud & DevOps

    AWS

    Cloud hosting for your app, website and data, with data centres in India and room to grow when traffic rises.

    Used for

    • App hosting
    • File and photo storage
    • Backups
    • Busy sale days

Privacy & security

Customer data safeguards

  • Verification before order data

    Order details are fetched only after an OTP confirms the phone number on the order.

  • Minimal data to the model

    Tools return only the fields an answer needs; payment details never reach the model.

  • Provider data settings

    We confirm the provider's data-use terms and opt out of training on API data where that option exists.

More work

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FAQ

Frequently asked questions

How do you stop an AI support assistant from making things up?

We cannot remove the risk entirely, so we reduce it in layers. The assistant answers only from retrieved passages, declines when nothing relevant is found and shows its source. An evaluation set of real, anonymised questions is re-run before any change goes live, and anything involving money, such as refunds, stays with a person.

Which systems would the assistant need access to?

At minimum: the help centre or policy documents, the order system (for example a Shopify store's Admin API or a custom backend) and the shipping aggregator's tracking API, plus a helpdesk such as Freshdesk or Zendesk for hand-offs. Access is read-only wherever possible, and write actions are limited to creating requests or tickets.

What does an assistant like this cost to run once it is live?

Mostly it depends on conversation volume. The main items are model API usage per conversation, embedding updates when content changes, WhatsApp Business Platform conversation charges and hosting. We estimate these from your current ticket volumes before the build, and can route simple questions to a smaller model. There is no fixed figure until volumes are known.

Next step

Thinking about AI for your support queue?

Send us the questions your team answers most, and we will say plainly which ones an assistant can handle.

Or reach us directly

Monโ€“Sat, 10:00โ€“19:00 IST