Tutorial on How to Cancel an Order With HALO

In this guide, we’ll walk you through a practical use case of how to use HALO to automate repetitive tasks, such as canceling customer orders. This automation can save your human agents valuable time and streamline your processes.

Imagine your human agents frequently handle repetitive tasks, like processing order cancellations. Instead of manually performing these tasks, HALO allows you to automate them, freeing up your agents to focus on more complex and valuable work.

In this example, we’ll demonstrate how HALO can automate the process of canceling an order. Let’s dive in!

Step 1: The Customer Request

Let’s say a customer wants to cancel their order. With HALO, the process is simple:

1. The customer states, “I want to cancel my order.”

2. They provide their email address and order number.

3. HALO processes the request and cancels the order automatically.

Step 2: How HALO Handles the Request

To understand how this works, let’s take a closer look at the setup within HALO Studio.

Creating an Order Agent

In HALO Studio, you can create an Order Agent to handle tasks related to orders. This agent can be equipped with multiple tools, but for this example, we’ll focus on the Cancel Order in Shopify tool.

Configuring the Cancel Order Tool

The Cancel Order tool is configured with specific rules:

• Eligibility Check: The agent verifies if the order can be canceled. For example:

  • The order must not be older than 24 hours.

  • The customer must have the necessary permissions to cancel the order.

• If the conditions are met, the agent proceeds to cancel the order.

Step 3: Retrieving and Processing Orders

To cancel an order, the agent needs to retrieve the relevant order details. Here’s how it works:

1. The agent uses a tool that requires the Order ID.

2. A call is made to Shopify to retrieve the order information.

3. The results are processed, and the order is canceled if all conditions are satisfied.

Step 4: The Outcome

Once the process is complete, the customer receives confirmation that their order has been successfully canceled. This entire workflow is automated, ensuring a seamless and efficient experience for both the customer and your team.

Summary

In this guide, you’ve learned how to use HALO to automate the process of canceling orders. By leveraging HALO’s tools and workflows, you can save time, reduce manual effort, and improve customer satisfaction.