Retail / E-commerce
Where this process begins.
The order has arrived, but something is wrong. When a package is damaged or incomplete, the team needs the tracking number, type and details of the problem, and the customer's preferred resolution. Without those details in one place, every claim starts from scratch.
For e-commerce and logistics teams that need to assess claims before deciding on a replacement, refund, or reshipment.
Process map
From the initial need to the team’s next step.
- A need arisesThe person needs to start a request or report what happened.
- Initial messageThe customer reports a problem with an order.
- Guided questionsWitAsk uses a WhatsApp Flow to collect the tracking number, claim type, details, and expected resolution.
- Claim handlingThe details reach Zendesk structured, so the team can review the claim and resolve or escalate it.
Industry details
What the team needs to know.
Tracking number and type of claim.
Details of the damage or missing items.
Desired solution and best time to contact the customer.
Case follow-up
The information arrives ready for action.
A problem with an order becomes a claim with the details needed to resolve it quickly. The answers are gathered so the responsible team can review the case and decide what to do next.
The fields and next step depend on the customer's configuration.
Other situations
Ways to adapt the workflow.
Ask which items are missing.
Request a photo of the product or packaging.
Connect the request to previous claims from the same customer.
Featured case in action
An example of the complete workflow.
- Initial message
The customer reports a problem with an order.
- Guided questions
WitAsk uses a WhatsApp Flow to collect the tracking number, claim type, details, and expected resolution.
- Claim handling
The details reach Zendesk structured, so the team can review the claim and resolve or escalate it.
- Tracking no.
- AR304921
- Claim type
- Damaged product
- Details
- The box arrived open and the contents were broken
- Preferred solution
- Replacement
- Next step
- Customer service review
The fields and next step depend on the customer's configuration.

