BigCommerce for Sidekick

This Documentation is for a Sidekick Integration
This documentation is for an integration used by Gladly automation and AI/Sidekick products. Apps like this will soon also be able to display data and provide actions that interact with external systems and products within Agent-facing Customer Profiles. However, if you are looking for this capability now, you may be more interested in our list of integrations for Gladly Hero.

Benefits

Time-Saving Automation

Let AI handle repetitive tasks like cancellations and refunds, eliminating the need to switch between platforms or manually process these actions. This automation allows Agents to focus on resolving more complex Customer inquiries faster.

Enhanced Agent Productivity

Centralized tools and AI-driven workflows reduce the burden of routine tasks, enabling Agents to dedicate more time to meaningful Customer interactions, boosting both efficiency and satisfaction.

Improved Accuracy and Compliance

AI-driven processes adhere to pre-defined guardrails for refunds and cancellations, minimizing human error, ensuring consistent operations, and maintaining compliance with policies.

Superior Customer Experience

AI delivers instant resolutions for routine tasks like cancellations and refunds, offering faster, seamless, and personalized support. Customers benefit from a smoother experience that saves time and builds trust and loyalty.

Available Actions

  • Lookup Customer

    • Detailed Customer Data

      • id

      • company

      • customer group id

      • date created

      • date modified

      • email

      • first name

      • last name

      • notes

      • orders (see Detailed Order Data below)

      • phone

    • Detailed Order Data

      • id

      • base handling cost

      • base shipping cost

      • billing address

      • currency code

      • customer id

      • date created

      • date modified

      • date shipped

      • external order id

      • geoip country

      • payment status

      • refunded amount

      • staff notes

      • status

      • status id

      • total incl. tax

      • products:

        • id

        • refunded status

        • name

        • order address id

        • order id

        • price incl. tax

        • product id

        • quantity

        • quantity refunded

        • quantity shipped

        • sku

        • type

        • total incl. tax

        • wrapping cost incl. tax

      • shipments:

        • id

        • customer id

        • date created

        • tracking link

        • items: includes products, defined above

        • order id

        • shipping address

        • shipping method

        • shipping provider

        • tracking carrier

        • tracking number

        • tracking link

      • transactions:

        • id

        • amount

        • currency

        • date created

        • event type

        • gateway

        • order id

        • status

  • Create Refund Quote

    • Detailed Quote Data

      • adjustment

      • is tax included?

      • order level refund amount

      • refund methods:

        • amount

        • offline

        • offline provider

        • offline reason

        • payment provider id

        • provider description

      • rounding

      • total refund amount

      • total refund tax amount

    • Provides a Refund Quote, and ensures accuracy before initiating a Refund

  • Refund Order

    • Initiates a Refund for the specified Order

  • Cancel Order

    • Cancels an Order

Example Use Cases

  • A Customer contacts support asking for details about an item they ordered last month. Sidekick looks up the Customer’s orders, identifies the Order the Customer is looking for by clarifying the date, and provides the Customer information about the product they are referencing.

  • A Customer wants a refund for an order due to a sizing issue. Sidekick generates a quote from Big Commerce, ensuring a refund can be processed and providing the Customer with details about the prospective Refund. Sidekick confirms with the Customer that they would like to initiate a Refund, processes the Refund for the Customer, and gives the Customer information about their Refund.

Contact Gladly Support to add this App to your Gladly instance! Please note that you need a developer resource to complete this installation.