SigmaMind AI is a no-code/low-code AI agent platform designed to automate customer support across channels—Email, Chat, Voice, Social, SMS. This guide walks you through how to build, test, and deploy AI agents for common e-commerce use cases like order status, cancel subscription, and returns.

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🚀 1. Platform Overview

SigmaMind offers two operational modes:
  • Autopilot: Fully autonomous. AI reads tickets, drafts responses, performs actions (e.g. cancel order), and sends replies automatically.
  • Co‑pilot: AI drafts responses, but human agents review and send them.
🧠 Use Autopilot for high-confidence, low-risk queries (e.g. shipping status), and Co‑pilot for edge cases or brand-sensitive queries.

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🔌 2. Key Integrations

  • Shopify: Access products, orders, subscriptions, customer data.
  • Helpdesk Platforms: Zendesk, Gorgias, Gladly, Genesys — fetch tickets, respond, auto-tag or close.
  • Others: Recharge (subscriptions), Loop Returns, Skio, etc.

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🤖 3. Agent Capabilities

  • Answer common queries: order status, shipping, returns.
  • Perform actions: cancel orders, pause subscriptions.
  • Suggest products or upsells.
  • Automatically tag, escalate, or close tickets.
  • Works across Email, Chat, Voice, SMS, and Social.

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🧩 4. Agent Building Workflow

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A. Prerequisites

  • Shopify store connected.
  • Gorgias/Zendesk account linked.
  • SigmaMind AI account with access to Agent Builder.

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B. Connect Data Sources

  1. Login to SigmaMind Dashboard.
  2. Go to App Integrations → Connect:
    • Shopify
    • Optional: Recharge, Loop Returns
  3. Connect Helpdesk (Gorgias/Zendesk)

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C. Training and Tuning

Upload FAQs, help docs, and real training conversations into the SigmaMind AI dashboard. Use brand voice settings to configure:
  • Formality
  • Tone
  • Personalization level

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⚙️ 5. Building with Use Case Examples

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✅ Use Case: Order Status

  1. Intent: User asks “Where is my order?”
  2. Trigger: New ticket with intent like “where is my order.” or “Inquiry about order status.”
  3. Workflow:
    • AI fetches recent order from Shopify.
    • Response generated: “Hi Sarah! Your order #12345 was shipped on June 24 via FedEx. Here’s your [tracking link].”
  4. Mode: Autopilot (can send directly).
  5. Action: None (info only).

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🛑 Use Case: Cancel Subscription

  1. Intent: “Please cancel my subscription.”
  2. Trigger: Intent with “Request to Cancel Subscription” or “Request to cancel recurring order”
  3. Workflow:
    • AI calls Recharge API to cancel subscription.
    • Response: “Hi James, your subscription has been successfully canceled. You won’t be charged moving forward.”
  4. Mode: Autopilot or Co‑pilot (depending on risk).
  5. Action: API call to Recharge → Cancel.

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🔁 Use Case: Initiate Return

  1. Intent: “I want to return my order.”
  2. Trigger: Ticket with intent “request to return order”
  3. Workflow:
    • AI checks return eligibility via Shopify.
    • If valid, generates a Loop Returns link.
    • Response: “Sure! You can initiate your return here: [return portal link].”
  4. Mode: Autopilot.
  5. Action: Shopify + Loop Returns coordination.

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🧪 6. Testing Agents

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A. Simulate Conversations

  1. Go to Agent Builder → Test Playground.
  2. Simulate incoming ticket/message.
  3. AI previews draft with response and actions.
  4. Review response accuracy, tone, and logic path.

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B. Preview Actions

  • Preview connected app calls (e.g. cancel subscription).
  • Validate that payloads and execution match expectations.
  • Set to sandbox enviroment during tests to avoid real-world changes.

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🚀 7. Deployment & Monitoring

Once configured, enable the agent. Monitor key performance metrics:
  • % of tickets auto-resolved
  • CSAT (customer satisfaction) scores
  • Average resolution time
Adjust workflows and training materials as needed based on agent performance.

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🤝 8. Developer/Partner Integration

SigmaMind AI supports a Certified Partner Program, enabling agencies to build branded conversational agents for clients with:
  • Training
  • Certifications
  • Co-marketing support

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✅ 9. Best Practices

  • Start Small: Launch with Co‑pilot on high-volume FAQs.
  • Iterate: Analyze auto-resolution errors, refine triggers and training.
  • Brand Consistency: Use consistent tone via brand voice settings.
  • Guardrails: Escalate complex or high-value cases to human agents.
  • Metrics: Track automation rate, CSAT, resolution time, and saved agent hours.

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🎯 10. Summary

SigmaMind AI empowers developers and customer support teams to build scalable, brand‑aware AI agents with no-code workflows, powerful integrations (Shopify, Gorgias, etc.), and flexible response modes. Whether you want full automation (Autopilot) or decision support (Co‑pilot), SigmaMind’s platform enables rapid deployment and continuous learning for high-volume customer support.