Pack · E-commerce
Subscription store pack
A subscription store lives on recurring billing, so pauses, skips and cancellations matter more than one-off checkout.
Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.
- Workflows
- 3
- Steps
- 14
- Client fills in
- 9
- Starts
- From Zendesk, Intercom or a form, within 5 minutes
UsesBeta
The workflows in this pack
Built for online stores.
01
Ticket triage for online stores
Acknowledge every support ticket at once, sort it by topic and urgency, page someone for the urgent ones, and tell the team.
- Starts whenA ticket is opened
- AgentSort the ticket
- Zendesk: Update a ticketAcknowledge it
- BranchUrgent?
- IfIf yes
- TextText whoever is on call
- IfIf no
- App stepPost to the team
- Starts whenA ticket is opened
02
Conversation triage for online stores
Sort every new conversation in the support chat inbox by topic, page someone for the urgent ones, and put each in front of the team that handles it.
- Starts whenA new conversation comes in
- AgentSort the message
- BranchUrgent?
- IfIf yes
- TextText whoever is on call
- IfIf no
- App stepPost to the team
- Starts whenA new conversation comes in
03
Feedback routing for online stores
When a customer scores the service, a low score reaches the owner’s phone the same day and the customer hears a person will call; every score is thanked and logged.
- Starts whenA form is sent
- BranchUnhappy?
- IfIf unhappy
- TextText the owner
- EmailTell them a person will call
- IfIf otherwise
- EmailThank them
- App stepLog the score
Google Sheets
What each client fills in
- Business name
- How messages sign off.
- AI model
- The model the client’s key can use.
- Topics
- Comma-separated: billing, bug, how-to, account.
- When a person replies
- One sentence the customer reads: “We answer within one working day.”
- Owner’s mobile
- Texted when something needs a person now.
- Team channel
- The Slack channel that hears about it.
- Low score
- This score or lower counts as unhappy: 6 on a 0–10 scale, 3 on 1–5.
- Who calls back
- The name the unhappy customer is told will call.
- Feedback sheet ID
- The Google Sheet the scores are logged to.
The accounts it needs
Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.
In the client’s Zendesk: Admin Center → Apps and integrations → APIs → Zendesk API → enable Token access → Add API token. The triggers make webhooks, which needs an admin’s email and token.
platform.claude.com → Settings → API keys → Create key, in the workspace that bills this client.
In the client’s Slack: api.slack.com/apps → Create New App → OAuth & Permissions → add the chat:write scope (and channels:history, plus groups:history for a private channel, for the message trigger) → Install to Workspace → copy the Bot User OAuth Token. Invite the app to the channel.
In the client’s Intercom: Settings → Integrations → Developer Hub → New app (for their own workspace, no review) → Authentication → copy the access token. The conversation trigger needs the app to be allowed to read conversations.
In your own Google Cloud project: enable the Google Sheets API, then IAM & Admin → Service accounts → Create → Keys → Add key → JSON, and paste the file here. Then share each client sheet with the service account’s email (…@….iam.gserviceaccount.com) as an Editor. The account is yours; no Google review is needed.
After you install it
It lands switched off. The client’s checklist holds exactly this:
- Connect the client’s Zendesk, for “A ticket is opened” and “Acknowledge it”
- Connect the client’s Anthropic, for “Sort the ticket”
- Connect the client’s Twilio (SMS), for “Text whoever is on call”
- Connect the client’s Slack, for “Post to the team”
- Fill in AI model (The model the client’s key can use)
- Fill in Business name (How messages sign off)
- Fill in Topics (Comma-separated: billing, bug, how-to, account)
- Fill in When a person replies (One sentence the customer reads: “We answer within one working day.”)
- Fill in Owner’s mobile (Texted when something needs a person now)
- Fill in Team channel (The Slack channel that hears about it)
- Connect the client’s Intercom, for “A new conversation comes in”
- Connect the client’s Anthropic, for “Sort the message”
- Fill in Topics (Comma-separated, the team’s own: billing, booking, complaint, technical, sales)
- Pick the client’s form that starts it
- Connect the client’s Twilio (SMS), for “Text the owner”
- Connect the client’s Resend (email), for “Tell them a person will call” and “Thank them”
- Connect the client’s Google Sheets, for “Log the score”
- Fill in Low score (This score or lower counts as unhappy: 6 on a 0–10 scale, 3 on 1–5)
- Fill in Who calls back (The name the unhappy customer is told will call)
- Fill in Feedback sheet ID (The Google Sheet the scores are logged to)
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