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Spark playbook scenarios · Spark: AI Store Assistant

Build a chatbot workflow using approved store information

A store wants automated answers for routine questions but cannot risk replies its approved sources do not support. In this case, the immediate task is to build a chatbot workflow using approved store information. The workflow should produce a conversation flow with example conversations and the boundaries that decide when a question goes to an agent.

Topic
AI Customer Support and Chatbots
Target keyword
shopify ai chatbot
Copyable AI prompt

A prompt you can drop directly into Spark

First replace every [bracketed] placeholder with real store scope and constraints, then add any actual records or data you have, and paste it into your preferred AI assistant or Spark agent. Spark will follow this page's workflow to produce structured output and verification steps.

ai-prompt.txt
Act as a Shopify operations specialist.
Help me build a chatbot workflow using approved store information.
My store context is [describe the business, products and target audience].

My scope is [specify the affected products, pages, customers or reporting period]. Use these inputs: [the approved knowledge sources with owner and review date, the catalogue and policy fields open to quotation, the order and inventory systems the bot may read, and each escalation path with its queue and handover payload]. Design the flow so each intent either draws on an approved field or exits to an agent, write the fallback and handover turns explicitly, and mark any node where the bot would otherwise have to infer an answer no approved source carries.
Return the workflow with example conversations and the outcome of testing it against questions the sources cannot answer for the specified task.
Show the relevant evidence or before-and-after examples and explain how I can verify the result.
If essential data is missing, ask for it and mark unsupported conclusions as unknown.
Do not invent metrics, product claims or customer facts.
For any publication, message, account or store change, use only connected tools within my explicitly authorized scope and report success only after verification; otherwise provide the draft or proposed steps.
Use in Spark
How to solve

A recommended resolution workflow

Split the work into input, judgment, and deliverable phases. Verify each step's output before moving to the next.

01

Step 1

List the approved knowledge sources with owner and review date, the catalogue and policy fields the bot may quote, the order and inventory systems it may read, and every escalation path available including its queue and handover payload.

02

Step 2

Design the flow so each intent either draws on an approved field or exits to an agent, write the fallback and handover turns explicitly, and mark any node where the bot would otherwise have to infer an answer no approved source carries.

03

Step 3

Deliver the workflow with one worked example conversation per intent plus one per handover, then test it with questions the approved sources cannot answer and log every case in which the bot answered beyond its allowed scope.

FAQ

Common questions when running this scenario

Cover decision rules, frequent misunderstandings, and required inputs so the team aligns on prerequisites before execution.

Which sources may the bot quote?

Only fields the merchant has approved, meaning policy documents at their current version, catalogue attributes and the order or inventory record it is permitted to read; everything outside that set goes to an agent instead of being paraphrased.

When does a conversation move to a human?

Triggers are agreed in advance, covering order disputes, refunds outside stated policy, missing or conflicting record fields, repeated failure to classify the intent, and any request with no approved source behind it.

Is it acceptable for the bot to say it cannot help?

Yes, and it is preferable. A clean handover carrying the conversation so far preserves trust, whereas a confident answer the store's records cannot support creates a commitment the merchant then has to honour.

Related scenarios

Continue with adjacent or same-topic scenarios

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Next step

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