Model case studies · example Tygy workflows

A retail chain with online sales, central support and regional teams.

One conversation from order to return

A shopper asks about a late delivery, then contacts another channel about a return. Bring requests into a shared inbox and hand them to the right colleague with the conversation history.

Shared inbox and an open conversation in Tygy

Who this is for

Shared inbox

Bring purchase questions together

Handoffs

Continue after the owner changes

Consistent guidance

Use the chain’s current policies

What Tygy can do

Shared inbox

Bring purchase questions together

Messages from connected messengers, email and website chat arrive in Tygy. An agent asks for the order reference and tags the topic: delivery, product or return.

  • Ask for the order reference in the conversation.
  • Use agreed tags for request topics.
Shared inbox and an open conversation in Tygy
Bring purchase questions together

Handoffs

Continue after the owner changes

A returns specialist reads previous messages and internal notes. Shoppers do not need to repeat details already recorded in the conversation.

  • Record verified details in internal notes.
  • Assign the colleague who will take the next step.
Contact profile with conversation history in Tygy
Continue after the owner changes

Consistent guidance

Use the chain’s current policies

Keep delivery and return guidance in the knowledge base. Agents check their replies against it and look up individual order status in your order system.

  • Assign an owner for policies and instructions.
  • Separate general policies from individual order data.
Knowledge base categories and articles in Tygy
Use the chain’s current policies

Screenshots show the Tygy interface with demonstration data. Names, conversations and figures are examples.

How the process works

From a request to the next step

A retail chain with online sales, central support and regional teams.

  1. Shopper

    Reports a problem

    Asks about a late delivery in a preferred channel.

  2. First line

    Identifies the order

    Requests a reference and identifies the topic.

  3. Specialist

    Checks the facts

    Looks up the order system and records the result in the conversation.

  4. Agent

    Replies

    Shares the confirmed next step in the shopper’s channel.

What to measure in a pilot

First response
Compare first response time on regular days and during seasonal peaks.
Repeated questions
Sample conversations to count how often shoppers repeated the order reference and problem.
Team handoffs
Check whether handoffs included a note and a clear next step.

Everyday tools

What the team needs

Shared inbox

Ask for the order reference in the conversation.

Handoffs

Record verified details in internal notes.

Consistent guidance

Assign an owner for policies and instructions.

Retail chains

Questions and answers

Can Tygy process a return by itself?

This workflow organises communication and handoffs. Return decisions and processing follow the retailer’s rules in its own system.

Is this a real customer case study?

This is a model workflow based on Tygy features that you can adapt to your company’s processes.

Where should we start a pilot?

Choose one team and request type. Compare the existing workflow with a pilot using comparable samples, then decide what to expand.

More use cases

Test the process with one request stream

Choose one team and request type. Compare the existing workflow with a pilot using comparable samples, then decide what to expand.

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