Gurjit Chahal

Retail Support Workflow Demo

Simulation of a customer service associate helping a customer with an order, membership, and returns.

Customer

Alex Ramirez

Order #123-4567890-1234567

Membership: GurjitDev+ (expires Sep 2026)

Current step

Review and update the active step.

Done

Lookup customer

Find the customer profile by phone number or order ID and confirm their account details.

Update status by selecting the next step and marking it complete.

Notes

  • Customer called about a missing order.

Chat transcript

Customer
Alex Ramirez
11:42 AM

Hi, I’m checking on order #123-4567890-1234567 — it still says in transit.

Associate
You
11:45 AM

I see the order is delayed due to a carrier outage — I can send you the latest tracking info.

Suggested actions

Tip: Open the browser console and type steps to inspect the workflow state.