What this means in practice

  • Give the assistant read-only access to orders and tracking.
  • Confirm the customer’s identity before sharing order details.
  • Answer only from the live order and tracking record.
  • Hand delays, lost parcels and order changes to a person.
  • Review a sample of conversations each week.

How Lid Vizion approaches it

We start with the business decision and operating context, define ownership and measurable milestones, then use configuration, integrations, automation, or custom software only where each earns its place.

See it as a workflow

  • “Where is my order?” answers: Answer customers’ order and delivery status questions from live order and tracking data, after confirming who is asking, and hand delayed, damaged or disputed shipments to a coordinator with the details attached.