Step 3: Order Status Retrieval

Topics:

• Order Status Retrieval

• Setting up the Workflow

• Direct Order Check

• Handling No Order Situations
  
  

This workflow helps your users easily find out the status of their orders, saving them time and effort. Users can access this feature in two convenient ways: either directly from the main menu or simply by asking questions like "Hey! Where's my order?"

Users have flexibility here—they can retrieve their orders using either their email address, order number, or even both (though this last option is rarely needed):

• Email address: Retrieves all orders associated with that email.

• Order number: Retrieves details for a single specific order.

• Both email and order number: Works the same way as using only the order number.

Open Orders Endpoint

1. In your Shopify dashboard go to your Streamline Connector app, and then click 'Send' > 'Orders Endpoint'. See image below.

2. You'll go to another screen labeled 'Orders Endpoint'. Simply copy your 'Shop ID' number, you'll need this for the next step.

Setting up the Order Status Retrieval in Voiceflow

With your Shop ID copied, go to Voiceflow. 

1. Go to the "Order Retrieval Function" step.

2. Click the step and paste your Shop ID number. 

That's it! Your workflow is now active and ready to assist customers.

Direct Order Check, Understanding Emails and Order Numbers

As part of the new additions to V3.5, we have thought about those familiar shoppers! They will be able to streamline the process of retrieving the orders without needing to go through the normal flow of capturing information (still functional), but directly getting the orders by indicating their intentions and specifying their email or the order number.

This enhancement makes checking order statuses quicker, smoother, and hassle-free.

What if no orders are found?

Mistakes happen, and typos or incorrect email entries are common. Fortunately, your bot handles these situations gracefully. If no orders are found, it will clearly inform the user, show them what information was used, and offer to let them try again or easily return to the main menu.

Additionally, your bot intelligently recognizes information like email addresses or order numbers without explicit instructions from the user, minimizing errors and confusion.

Having issues showing orders successfully?

View our Orders Troubleshooting Guide. 

Step 4: Raise a Ticket to CRM