Guide
7 workflows
Ship in a week

CX automation quickstart for ecommerce: 7 workflows to ship in a week

Squire Team
January 6, 2026
8 min read
AutomationPlaybooks

The starter set of workflows that compound: WISMO, address changes, cancellations, returns, exchanges, and escalation rules.

Why this matters

Most teams try to “do AI” by starting with the hardest tickets. The faster path is to automate the highest frequency workflows first — then expand coverage once the system is trusted.

A week-one rollout plan

  • WISMO / order status replies
  • Address changes (before fulfillment)
  • Order cancellations
  • Returns (policy + label + next steps)
  • Exchanges (inventory-aware options)
  • Refund status
  • Escalation routing (VIP, fraud, chargebacks)