Agent responsibility
Check order constraints
Identify the discrepancy, gather the latest context, and draft response options for the handling team.
Resolution recommendation
Retail & commerce / Operations / Solution blueprint
Order exception resolution
Give support a complete view of an order that needs attention.
Business problem & expected outcomes
The challenge behind
order exception resolution.
Stock changes and delivery delays create inconsistent customer updates when commerce and support systems are disconnected.
What this workflow is designed to deliver
Resolution recommendation
Identify the discrepancy, gather the latest context, and draft response options for the handling team.
How to measure the improvementTime to a complete response; consistency of order information; policy exceptions correctly escalated.
Start with the right information.
Order records, stock availability, shipment updates, and customer-service history.
Interactive workflow diagram
From order exception
to a clear next step.
Identify the discrepancy, gather the latest context, and draft response options for the handling team.
Retail & commerceSelect a stage to explore
Context
Order exception
Order records, stock availability, shipment updates, and customer-service history.
Prepared outputResolution recommendation
Designed around the work
A focused agent. The right capabilities.
Give the agent the context and tools this process needs, with an explicit output and an accountable owner.
Connected tools & context
Bind only the operations this workflow needs. Keep credentials in ART and choose the permitted tools explicitly.
Connectors & MCP
Scoped read accessRead the source records needed for order exception resolution. Pass record identifiers and retrieved evidence to the agent.
The decision boundary
Require approval under the configured refund or replacement policy before changing an order or committing funds.
ART product mapping
Components used.
Chosen for this case.
Agent Lab prepares the work described below. These are the capabilities that support this workflow.
Agent Lab
Connectors & MCP
Retrieve the required records through scoped tools; begin with read-only access.
Agent Lab
Execution governance
Validate required facts and evaluate explicit rules before an action can proceed.
Agent Lab
Human approvals
Pause the proposed action for the designated owner to review its evidence.
The implementation, step by step
From source context
to a reviewed result.
- 01
Order exception
Order records, stock availability, shipment updates, and customer-service history.
Agree the trigger or manual request, record identifiers, and the process owner. - 02
Check order constraints
Identify the discrepancy, gather the latest context, and draft response options for the handling team.
Define instructions, permitted tools, and the expected output. Keep missing information explicit. - 03
Operations review
Require approval under the configured refund or replacement policy before changing an order or committing funds.
Configure the selected policy or approval capabilities before enabling write actions. - 04
Resolution recommendation
Time to a complete response; consistency of order information; policy exceptions correctly escalated.
Compare outputs with reviewed examples and test incomplete, conflicting, and unauthorized inputs.
Before you build
What this implementation needs.
Connectors & MCP
Source-system APIs or MCP tools, scoped credentials, and an integration owner.
Execution governance
Registered actions, required facts, and explicit allow, block, or approval rules.
Human approvals
Named reviewer roles, escalation ownership, and timeout and rejection behavior.
Also prepare an ART project and environment, the model configuration appropriate to your agent, an accountable process owner, and approved sample data.
Authority stays with your team
Define the boundary
before enabling the action.
Require approval under the configured refund or replacement policy before changing an order or committing funds.
Explore execution governanceConnect deliberately.
Map the source material and responsible owners first. Where the selected components require system access, configure scoped APIs or tools. A document-based pilot can start with approved material already available in the workspace.
Make each handoff inspectable.
Keep source references with the prepared output and review representative results before expanding scope. If the implementation includes executable actions, define their required facts and authority first. Apply retention to any stored records, files, or memory used by the case.
Build evidence from your own work
Start small.
Agree what good looks like.
What to measure for this case
Time to a complete response; consistency of order information; policy exceptions correctly escalated.
Establish a baseline
Choose a bounded sample of completed cases, record the current process, and agree review criteria with the process owner.
Run in review mode
Use approved sample data and read-only connections. Compare prepared outputs with reviewer expectations, including incomplete and conflicting inputs.
Expand with approval
Enable a limited set of actions only after the team accepts the results. Check approvals, failures, and handoffs before increasing scope.
Make it your workflow
Try this approach
in Agent Lab.
Start with order exception. Connect your approved tools, configure the review boundary, and adapt the output to your team's process.
Try Workflow in Agent Lab
Open your ART workspace to configure this use case.
Discuss the setup with usIndustry & department library
Find your next use case.
3 use cases in Retail & commerce
Retail & commerceWorkflow design
- ContextProduct draft
- Agent LabCheck source references
- Your teamContent-owner review
Prepared outputPublication checklist
Solution blueprint
Product content review
Prepare consistent catalogue updates with source evidence attached.
Used in this case
Explore the implementation - Knowledge Base
- File storage
- Agent Skills
- Human approvals
Retail & commerceWorkflow design
- ContextReturn request
- Agent LabCheck supporting evidence
- Your teamReturns-team handoff
Prepared outputReturn evidence pack
Solution blueprint
Returns evidence collection
Prepare a return review with the supporting records attached.
Used in this case
Explore the implementation - File storage
- Dynamic tables
- Agent Skills
Retail & commerceWorkflow design
- ContextStore question
- Agent LabRetrieve current guidance
- Your teamEscalate exceptions
Prepared outputPolicy-linked answer
Solution blueprint
Store operations guidance
Help store teams find the current operating procedure.
Used in this case
Explore the implementation - Knowledge Base
- Agent Skills
Retail & commerce / Let’s explore the fit
Discuss your
industry use case.
Tell us where work slows down. We’ll discuss how ART could fit your process, your systems, and the decisions your team needs to own.
