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AI agent for retail sales associates

Product Issue Troubleshooting Agent

Solve product problems on the spot or route them correctly

Customer serviceDecisionsSalesOperationsCustomer support
See how it worksGet access
Product Issue Troubleshooting Agent: what goes in, what the agent does and what you get

What it does

Customers come back with products that do not work, and associates rarely know every product's fixes. When a customer reports a problem, this agent asks the associate for the product and symptom, then looks up the manufacturer's troubleshooting guide and the warranty terms. It guides the associate through the steps one at a time and asks after each whether the issue is solved. If the problem remains after all steps, it checks the purchase date and warranty to decide between exchange, repair or a manufacturer claim. Within the return window, exchange is the rule; after it, repair or a claim. The manager approves any exchange outside policy. Each outcome is logged so repeat problems with a product show up. Edge case: if the symptom points to a safety issue, such as overheating, the product is taken out of use and reported right away.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Customer reports a problem 2 USES A TOOL Look up guide and warranty 3 DOES Guide the associate through steps 4 CHECKS THE RESULT Is the issue solved? If not: try the next step until steps run out. Back tostep 3. 5 DOES Decide exchange, repair or claim 6 YOU APPROVE Manager approves exchanges outside policy 7 RESULT Outcome logged
Read the steps as a list
  1. Customer reports a problem
  2. Look up guide and warranty
  3. Guide the associate through steps
  4. Is the issue solved?If not: try the next step until steps run out. Back to step 3.
  5. Decide exchange, repair or claim
  6. Manager approves exchanges outside policyThe agent waits here for your OK.
  7. Outcome logged

How it decides

Steps first. If they fail, warranty and date decide the route.

  • Safety issues reported right away
  • Exchange within the return window
  • Repair or claim after the window

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Guide sources
  • Return window
  • Approval levels

What keeps you in control

It always asks you first

  • Exchanges outside policy

Hard limits

  • Never tells customers to open sealed electrical parts
  • Never makes warranty decisions for the manufacturer

It stops when

  • Done: solved or routed
  • Stop: customer leaves

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA customer says a new coffee maker stops halfway through brewing. The agent pulls the guide and the 1-year warranty, then walks the associate through descaling and a reset. The check fails: the machine stops again. The agent suggests a sensor fault. The purchase was 35 days ago, past the 30-day exchange window, so it proposes an exchange as an exception. The manager approves it, and the outcome is logged.

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