Keep every customer interaction tracked, every record current, every follow-up on time.
Order inquiries, return handling, and post-purchase engagement - all connected to your CRM so customer history drives every interaction.
Order Support
Three workflows retail teams run with Onpilot
Order Support
Customer record lookup and order context
Pull customer history, order status, and past interactions from Onpilot instantly - so every support conversation starts with full context.
Order Support
Auto-create and update customer records
New orders, returns, and interactions create or update records automatically. Customer profiles stay complete without manual data entry.
Order Support
Post-purchase outreach from CRM segments
Generate follow-up emails, satisfaction checks, and reorder nudges based on purchase history, customer tier, and lifecycle stage in your CRM.
Order Support
Resolve inquiries with full CRM customer context
When a customer asks 'where is my order?' the agent pulls their complete history - orders, returns, past tickets, and loyalty status - from your CRM. Agents and automated responses start with context instead of asking customers to repeat themselves.
Order Support
Log every interaction back to the customer record
Support conversations, return requests, and satisfaction scores write to the CRM automatically. Your customer profiles build themselves over time - giving marketing, sales, and support teams a shared view of every relationship.
Order Support
Generate personalized outreach from CRM purchase data
Draft post-purchase emails, reorder reminders, and loyalty offers grounded in actual purchase history and customer segments. Every message reflects what the customer bought, when, and what they are likely to need next.
Order Support
Analyze customer segments and performance in plain English
Ask 'show me repeat customers with no purchase in 90 days' or 'which product categories drive the highest lifetime value?' and get instant answers from your data - no analyst required.
Storefront, payments, and replies riding one connected spine
Commerce stack
Case study
Integrate with Shopify
Connect Onpilot to Shopify so order status, refunds, and inventory-aware answers come straight from your storefront - customers get accurate replies without agents tab-switching.
One integration layer - tenant-scoped, with OAuth, approvals, and audit trails your security team can review.
See all commerce & payments integrationsBook a demo
Give every customer the experience of being remembered.
We help retail teams connect their CRM, automate record keeping, and personalize outreach at scale.