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Customer Service Floor

Provide in-store customer assistance including product questions, sizing, and checkout support

Complexity: Simple | Duration: 5-15m | Category: Operations/Process

Tags: customer-service sales assistance upselling experience

Workflow Diagram​

Steps​

Step 1: Greeting​

Agent: customer

service - Welcome customer and ask how to help

Step 2: Needs assessment​

Agent: customer

service - Understand customer requirements

Step 3: Product recommendation​

Agent: product

specialist - Suggest appropriate products

Step 4: Inventory check​

Agent: inventory

manager - Verify in-stock status and sizes

Step 5: Fitting room​

Agent: customer

service - Provide fitting room if needed

Step 6: Upselling​

Agent: customer

service - Suggest complementary items

Step 7: Checkout​

Agent: pos

specialist - Ring up purchase at register

Step 8: Feedback​

Agent: customer

service - Ask for satisfaction and loyalty program signup

Usage​

To execute this workflow:

/workflow operations/process/customer-service-floor.workflow

See other workflows in this category for related automation patterns.