E-commerce
July 1, 2026
"Route needs our exchanges." The bot pastes the full transcript into the chat. Or it refuses without collecting the claim reference.
An e-commerce conversation export AI chatbot detects the administrative request, collects authorization and scope (order, claim, recipient), explains the PII redacting, and escalates to agent #905 without displaying the transcript in the widget.
This guide #906 covers intents bot_convexp_*, flow CONVEXPbot CEB-1 to CEB-8, and guardrails CONVEXP-AUTH-GATE. Bot pair of the CONVEXP playbook (#905). Use case: administrative export preparation without data leakage.
Summary
Why prepare the export on the bot side without exposing it?
Third-party export = risk of PII leak if transcript is displayed in widget. CONVEXP-AUTH-GATE and NO-TRANSCRIPT-IN-WIDGET-BOT reduce exposure and convexp_incomplete tickets #905.
What the export bot resolves
Detected request: corporate export litigation insurance
Slots prep: claim order recipient auth
No widget transcript: CE-6 agent handoff #905
Redaction announced: PII masked policy
Reroute client copy: histacc #902 if personal
DTC retail example
DTC, slot prep without transcript dump. convexp_bot_prep_complete_rate 88%, convexp_bot_data_exposure 0 over 5 weeks.
CONVEXPbot #906 vs CONVEXP #905, HISTACCbot #902, SHIP-INSbot #362, and INS #361
Six proof export contents, six distinct roles.
Quick Matrix
#906 CONVEXPbot: bot prepare slots auth scope escalate without exposing transcript
CONVEXP #905: agents auth redact export deliver CE-6
HISTACCbot #902: personal customer copy distinct third-party export
HISTACC #901: customer service access distinct insurance export
SHIP-INS #361: insurance claim can trigger convexp_insurance
SHIP-INSbot #362: bot claim coverage distinct transcript export
DMG #363: parcel dispute export context
Pipeline: widget export request → #906 prep auth scope → handoff #905 redact deliver.
Which bot_convexp_* intents should be configured?
Eight export intents mapped CONVEXP-MAP #905.
Eight bot_convexp intents
bot_convexp_detect_request: intent export insurance litigation map
bot_convexp_slot_claim: claim reference Route map
bot_convexp_slot_order: order scope map
bot_convexp_slot_recipient: recipient insurance lawyer map
bot_convexp_auth_confirm: customer authorization map
bot_convexp_redact_notice: announce PII masking map
bot_convexp_escalate_agent: handoff export agent map
bot_convexp_feed_loop: consume LOG #905 prep map
Each request logs prep_slots_complete no_transcript_exposed convexp_* tag.
How do I use CONVEXP-MAP #905?
The bot reads CONVEXP-MAP #905 + export fields: auth_fields_required, export_sla_sinistre, redact_notice_copy, convexp_feed_priority, histacc_reroute_phrases, legal_escalate_phrases.
Export conversation guardrails
CONVEXP-AUTH-GATE : auth_confirm before agent escalate
NO-TRANSCRIPT-IN-WIDGET-BOT : never paste chat transcript
NO-PII-DUMP-BOT : no credit card or third-party address in widget
PREP-SLOTS-BOT : claim order recipient before handoff
REDACT-NOTICE-BOT : redact_notice before escalate
HISTACC-REROUTE-BOT : personal copy → #902
LEGAL-HANDOFF-BOT : lawyer chargeback escalate legal
CONVEXP-FEED-LOOP-BOT : LOG #905 enriches auth_fields
CONVEXPBOT-SUP policy in six rules
Six administrative export responsible rules.
NO-TRANSCRIPT-IN-WIDGET-BOT: zero transcript content widget
CONVEXP-AUTH-GATE: authorization confirmed before handoff
PREP-SLOTS-BOT: claim order recipient collected
REDACT-NOTICE-BOT: announce systematic PII masking
ESCALATE-AGENT-BOT: export executed agent #905 only
CONVEXP-FEED-LOOP-BOT: each LOG #905 review prep within 48 hours
CONVEXPbot Flow CEB-1 to CEB-8
Eight-step flow: detection slots auth notice escalate log handoff.
CEB-1 Ingest: message export insurance transcript proof
CEB-2 Detect: bot_convexp_detect vs histacc #902
CEB-3 Slot prep: claim order recipient PREP-SLOTS
CEB-4 Auth gate: auth_confirm CONVEXP-AUTH-GATE
CEB-5 Redact notice: redact_notice PII policy
CEB-6 Escalate: escalate_agent context #155 to #905
CEB-7 Feed loop: LOG #905 adjusts auth_fields
CEB-8 Log: prep_complete no_exposure escalate_rate
Example TPL-CONVEXPbot-REDACT
“We are preparing the export to {{destinataire}}. Sensitive data will be masked. The file will be sent via a secure channel under {{export_sla_sinistre}}. The complete content does not appear in this chat.”
Templates TPL-CONVEXPbot and touchpoints
Four short export prep embed templates.
TPL-CONVEXPbot-CLAIM
[claim_copy map.] Route claim reference. PREP-SLOTS.
TPL-CONVEXPbot-AUTH
[auth_copy map.] Confirm authorization. CONVEXP-AUTH-GATE.
TPL-CONVEXPbot-REDACT
[redact_copy map.] Masked PII. NO-TRANSCRIPT-IN-WIDGET.
TPL-CONVEXPbot-ESCALATE
[escalate_copy map.] Export team handoff. Attached slots #155.
Touchpoints
"Route wants our messages": detect + slot_claim
Customer for their insurance: auth_confirm + escalate
"Send me my copy": HISTACC-REROUTE #902
LOG CONVEXP #905: feed_loop auth_fields
Edge cases and reroutes
Five cases out of the standard flow.
Personal copy: #902 HISTACCbot
Insurance coverage question: #362 SHIP-INSbot
Chargeback lawyer: LEGAL-HANDOFF escalate legal
Customer requests transcript in chat: NO-TRANSCRIPT polite refusal
Ticket convexp_ despite bot: feed_loop review missing slots
Essential convexp_bot KPIs
Five CONVEXPbot steering metrics and correlation #905.
convexp_bot_prep_complete_rate: handoffs with complete auth slots
convexp_bot_data_exposure: PII transcripts displayed in widget target 0
convexp_bot_auth_before_escalate_rate: % escalated after AUTH-GATE
convexp_bot_histacc_misroute_rate: misrouted customer copy convexp target 0
convexp_bot_sinistre_sla_announced_rate: % with export_sla announced
Target: data_exposure at zero and prep_complete correlated with increase in export_fulfilled #905.
CONVEXPbot anti-patterns
Five common bot export errors.
Pasting transcript widget: NO-TRANSCRIPT-IN-WIDGET strict
Escalating without damage order: PREP-SLOTS mandatory
Ignoring authorization: AUTH-GATE before handoff
Confusing customer copy: HISTACC-REROUTE #902
Forgetting redaction notice: REDACT-NOTICE before escalate
CONVEXPbot with Qstomy
Qstomy on Shopify: CONVEXP-MAP sync #905, prep slots widget, no-transcript guard, redact templates, escalate handoff #155, KPI convexp_bot dashboard.
Scenario: retail DTC, 3 tickets/month insurance export. Prep slots + no exposure. convexp_bot_prep_complete_rate 88%, convexp_export_fulfilled_rate #905 +14 pts in 5 weeks.
Explore AI support and request a demo.
Checklist, FAQ and going further
CONVEXPbot Checklist (8 steps)
Sync CONVEXP-MAP #905: auth_fields export_sla redact_copy
Policy CONVEXPBOT-SUP: 6 rules NO-TRANSCRIPT AUTH PREP
8 intents bot_convexp_*: flow CEB-1 to CEB-8
4 templates TPL-CONVEXPbot-*: CLAIM AUTH REDACT ESCALATE
no_transcript guard: block export content display
escalate_agent handoff: context slots #155 to #905
Red team Claim route: prep no dump transcript test
KPI Dashboard: convexp_bot_* section 9 + delta convexp_
FAQ
Difference #905?
#905 = agents redact export deliver. #906 = bot prepare without exposing.
Display transcript in chat?
No. NO-TRANSCRIPT-IN-WIDGET. Secure agent channel export.
Difference #902?
#902 = customer personal copy. #906 = export to third-party dispute insurance.
Minimum prep fields?
claim or order + recipient + auth_confirm registry #905.
Go further
This week: activate detect_request, templates claim auth redact, no_transcript guard, measure convexp_bot_prep_complete_rate.
Enzo
July 1, 2026
