Illustrative case study
Retail & E-commerce

Customer Support and Inventory Intelligence

An online retailer receives repetitive questions about order status, returns, delivery, product details, and stock.

Illustrative case study: a technically detailed example of how we approach this type of project. It is not a report of a completed client engagement, and no results are claimed.

01Challenge

An online retailer receives repetitive questions about order status, returns, delivery, product details, and stock. Support agents move between order systems and policies, while forecasting errors create stockouts and excess inventory.

02Why it was difficult

  • Order and inventory facts change frequently; model memory cannot provide reliable live status.
  • Return eligibility depends on product, date, location, and order state.
  • Customer messages may contain personal information.
  • Demand varies with season, promotions, price, channel, and supply constraints.

03Solution architecture

Combine a permission-controlled support assistant using current policies and live order APIs with a separate demand forecasting pipeline. The assistant answers routine questions and prepares actions, while refunds, cancellations, and sensitive actions require identity checks and explicit authorization.

  • Retrieve current order, shipment, inventory, and policy data through approved APIs.
  • Authenticate customers before exposing order details.
  • Answer routine questions with policy references and escalation routes.
  • Use deterministic rules for refunds and cancellations.
  • Require confirmation and authorization before account actions.
  • Forecast demand using sales, promotions, lead times, stockouts, and seasonality.
  • Present inventory recommendations with uncertainty and explainable drivers.

04Implementation and validation

Evaluate resolution rate, answer correctness, escalation appropriateness, and customer satisfaction on reviewed conversations. Test stale data, policy conflicts, unauthorized requests, prompt injection, and API failures. Evaluate forecasts with time-based holdouts and simple baselines by product segment.

05Outcomes we measure

  • First-response and resolution times.
  • Answer correctness and transactional action error rate.
  • Escalation and customer satisfaction.
  • Forecast error by product segment.
  • Stockout, excess inventory, and planner override rates.
Intended outcome (illustrative, not a verified result): Customer support was connected to current business data and policies while planners gained better demand signals.

Key lesson

Retail AI must use live systems of record, enforce authorization, and compare forecasts with realistic baselines.

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