Triage DTC support inbox with Shopify order context in Gmail

Triages a DTC support inbox, pulls Shopify order context, drafts brand-voice replies and handles low-cost actions while routing bigger ones for approval

Triage DTC support inbox with Shopify order context in Gmail

About

This template runs a support triage agent for direct-to-consumer brands. It reads the incoming support inbox, understands what each customer is asking for, and looks up the matching order in Shopify so every reply carries real context. It is built for founders and operators who want their support inbox handled without reading every message themselves.

What it does

The agent classifies each email by intent, pulls the relevant Shopify order details, and takes the matching action. Actions under a $50 auto-approve cap run on their own. Anything above that cap is held for human approval before it goes through. Replies are written in your brand voice, and the agent keeps an audit trail of what it decided and did. At the end of the day it posts a digest summarizing the inbox.

How it works

  1. At the start of every run, the agent loads its triage playbook: the intent taxonomy, the per-intent Shopify action map, classification and confidence rules, the auto-approve cap policy, and brand-voice reply guidance.
  2. It reads new support messages in Gmail and classifies each one by intent and confidence.
  3. It fetches order context from Shopify to ground its response.
  4. It executes the mapped action within the $50 cap, or routes the request for approval when the cost or risk is higher.
  5. It sends a reply in your brand voice, logs the decision, and compiles an end-of-day digest.

The agent follows a weekly schedule so triage runs on its own without manual kickoff.

What you will need

  • Gmail

  • Shopify

Agents in this template

DTC Support Triage

Triages a DTC brand's support inbox: classifies intent, pulls Shopify order context, executes the matching action under a $50 auto-approve cap (human approval above it), sends a brand-voice reply, keeps an audit trail and posts an end-of-day digest.

Connectors

Skills · 1

dtc-support-triage-ops

Load at the start of every triage run. Holds the intent taxonomy and per-intent Shopify action map, the classification/confidence rules, the auto-approve cap policy, brand-voice reply guidance, the human-approval request format, and the end-of-day digest template.

Scheduled tasks · 1

dtc-support-triage-weekly

At 08:00 AM, only on Monday

Frequently asked questions

Which accounts do I need to connect?

Two: Gmail and Shopify. Gmail gives the agent access to the support inbox it reads and replies from, and Shopify is where it looks up the order tied to each customer message. Setup takes about 5 minutes.

How often does the agent run?

It runs on a weekly schedule, every Monday at 8 AM. The schedule kicks off triage on its own, so you do not need to start each run manually.

What can it do without asking me first?

Any action mapped to an intent that costs under the $50 auto-approve cap runs on its own, such as sending a reply grounded in the customer's Shopify order. Anything above the $50 cap is held for your approval before it goes through.

How does it decide what each email is about?

At the start of every run it loads a triage playbook with an intent taxonomy, a per-intent Shopify action map, and classification and confidence rules. It classifies each message by intent and confidence, then fetches the matching Shopify order to ground its response.

Will the replies sound like my brand?

Yes. The agent writes replies following the brand-voice reply guidance in its playbook, and every reply carries real order context pulled from Shopify so it reads as informed, not generic.

How do I keep track of what it did?

The agent keeps an audit trail of every decision and action it takes, and at the end of the day it posts a digest summarizing the inbox. That lets you review the triage without reading each message yourself.

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