AI receptionist for small business: calls, bookings and handoffs
What an AI receptionist does on a real call, the rules that apply, a sample greeting and a pass/fail checklist to launch one safely.
Order status, returns and sizing questions resolve instantly from your store data, with subscription pause and skip requests handled directly.
Where is my order, can I return this, which size should I get: these questions fill every online store's inbox, and slow answers cost repeat customers. This edition answers them instantly from your live Shopify or WooCommerce data and your approved policies, handles subscription pause, skip and swap requests, and passes exceptions to your team with the full order history.

AI Customer Support Agent for Ecommerce & D2C answers the order-status, shipping, sizing and returns questions that fill a storefront inbox, using your live Shopify or WooCommerce data and approved policies. Subscription-box pause, skip and swap requests are handled directly inside your rules. Exceptions reach a person with the full order history.
For an online brand, support is part of the product. Shoppers who wait a day to hear where their parcel is rarely buy again, and peak seasons bury small teams in tickets. This edition answers the routine questions at any hour from your store data and policies, so your team can focus on the problems that need a person and the customers worth keeping. The scope names the storefront, channels, policies and handoff rules before you order, so you know exactly what it handles.
The agent answers order-status and shipping questions from live Shopify or WooCommerce data. Customers get a real answer right away, and staff are freed for the trickier cases.
Returns and sizing questions are answered from your approved policies through the Ecommerce & D2C workflow templates. Every customer hears the same rules, applied the same way.
Subscription-box pause, skip and swap requests are handled directly inside your rules. Customers who simply need a break can take one in a few messages, without cancelling their subscription outright.
When a case falls outside the rules, it reaches a person with the full order history attached. Staff can resolve it without asking the customer to repeat anything.
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $7,400 |
| Express | 15–25 working days | $8,500 |
| Rush | 10–20 working days | $9,600 |
Before you start: Export four weeks of tickets by category, plus subscription pauses and cancellations for the same period.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
The build price is one-time. Running it costs roughly $50 to $250 a month in your own accounts for AI model usage and hosting, on top of your existing Shopify, WooCommerce or helpdesk plan.
AI usage during the build and testing is billed the same way, in your own accounts, so every provider relationship stays yours.
Ask about running costsIf you need a second storefront covered, marketplace channels added, or support in more than one language, add a note at checkout for a written Change Quote. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionAfter launch, monthly maintenance keeps the build current as your business changes. It covers monitoring, fixes, updates, a health report and change hours for things such as a seasonal return policy or a new subscription tier. It starts after the post-launch support period, bills monthly and can be cancelled any month. Unused hours do not roll over.
$370/mo (5% of the build price a month, includes 3 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance works| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A helpdesk AI add-on bills per resolution or seat monthly | A CX agency quotes a staffing retainer | Ours is one fixed price, shown on this page before you buy |
| Order lookups | A generic add-on can't see your store data | An agent copies tracking numbers by hand | Ours pulls live order status directly from your connected store platform |
| Subscription changes | Most add-ons only draft a reply for a person to send | Depends entirely on which agent handles the chat | Ours pauses, skips or swaps inside your rules automatically |
| Delivery | A widget can turn on in a day but needs weeks of tuning | An agency usually takes weeks to hire and train | Ours has a fixed delivery time shown before you buy, with faster options |
Yes. It connects to your Shopify or WooCommerce store with read access, so when a shopper asks where their order is, it pulls the real shipping status and tracking link rather than an estimate. If the data isn't there yet, it says so and hands the conversation to a person.
Yes, within the cadence rules you set. A shopper asking to pause, skip or swap before their next shipment gets it processed directly and logged against their account. Requests that fall outside your defined cadence, like cancelling mid-cycle for a refund, route to the approver you name, so nothing changes without a clear record of what happened and when.
It checks the request against the return window, product type and order date in your written policy, all approved by you before launch. If it's within the rules you set, it processes the return or exchange directly. Anything outside those limits, such as a late request, hands off with the order history attached.
Roughly $50 to $250 a month in your own accounts for AI model usage and hosting, on top of your existing Shopify, WooCommerce or helpdesk plan. You pay these directly to each provider. Monthly maintenance is optional. It covers monitoring, fixes, a monthly health report and change hours for things like a seasonal return policy or a new subscription tier.
Delivery follows the fixed timeline shown in the delivery panel, counted from a verified intake. Express and rush options are available for a fee. The clock starts once your store access, policies and sample conversations are confirmed, so sharing them early, ideally before a busy season, keeps the build on schedule.
Yes, from the sizing guides and product details you approve as part of its knowledge base. It matches a shopper's question against your actual charts rather than guessing, and if a specific product isn't covered in what you've provided, it says so instead of improvising an answer, which keeps sizing advice consistent across every product line you sell.
Yes. Every store and helpdesk credential is shared by adding our team as a user or creating a key you control, never sent by email, and it only reads or writes within the access limits your playbook defines. Order history and conversation transcripts stay stored in your own Shopify, WooCommerce and helpdesk accounts, not with us.
Order the AI Customer Support Agent for Ecommerce & D2C and answer every order question while the shopper is still interested. Store, policies and handoffs are agreed in writing.

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