E-commerce

AI Chatbot and training opt-out: respecting customer choice without breaking the experience

AI Chatbot and training opt-out: respecting customer choice without breaking the experience

July 1, 2026

"I refuse to have my messages used for your AI." The bot responds "it is done" without a flag or blocks support. The customer opens a convopt_ ticket.

An e-commerce AI chatbot opt-out learning explains the scope, verifies the customer flag, routes to agent #909 if execution is required, and continues current support without breaking the UX.

This guide #910 covers bot_learnopt_* intents, flows LEARNbot LOB-1 to LOB-8, and LEARNOPT-RESPECT-GATE guardrails. Bot pair of the CONVOPT playbook (#909). Usecase: respecting customer choice on the widget side.

Summary

Why manage learning opt-out on the bot side?

Opt-out requests arrive mid-chat. Without a dedicated flow, the bot promises without an API flag or refuses to help. LEARNOPT-RESPECT-GATE reduces convopt_ #909 tickets and preserves trust.

What the tier 1 opt-out bot resolves

  • Explain scope: future past QA review map

  • Verify status: active opt-out flag registry

  • Initiate request: route to agent #909 if execution

  • Respect flag: current support without learning

  • Distinguish delete: opt-out ≠ deletion #903

Retail DTC Example

DTC, respect gate widget. learnopt_bot_deflect +41%, learnopt_bot_false_execute 0 in 4 weeks.

LEARNbot #910 vs CONVOPT #909, TRAINDATAbot #908, CONVDEL #903 and TRACKOPT #851

Seven privacy opt-out contents, seven distinct roles.

Quick matrix

Pipeline: widget learning refusal → #910 tier 1 → handoff #909 if EXECUTE is required.

Which bot_learnopt_* intents should be configured?

Eight opt-out intents mapped CONVOPT-MAP #909.

Eight bot_learnopt intents

  • bot_learnopt_request_route: initiate opt-out route #909

  • bot_learnopt_scope_answer: scope_copy perimeter map

  • bot_learnopt_status_check: flag_status CRM registry

  • bot_learnopt_respect_active: active flag behavior

  • bot_learnopt_vs_delete: reroute CONVDEL #903

  • bot_learnopt_vs_traindata: reroute TRAINDATAbot #908

  • bot_learnopt_still_used: agent route audit #909

  • bot_learnopt_feed_loop: consume LOG #909 scope_copy

Each interaction logs flag_checked intent convopt_* deflect_or_handoff.

How should CONVOPT-MAP #909 be consumed?

The bot reads CONVOPT-MAP #909 + bot fields: scope_copy, flag_status, opt_out_process, effective_delay, support_exception, delete_reroute, agent_handoff_url.

Bot opt-out guardrails

  • LEARNOPT-RESPECT-GATE: active flag = no dataset contribution

  • NO-FALSE-EXECUTE-BOT: do not promise EXECUTE without API flag

  • SCOPE-GROUNDED-BOT: scope_copy registry only

  • SUPPORT-CONTINUE-BOT: opt-out does not stop order support

  • DELETE-REROUTE-BOT: deletion → #903 CONVDEL

  • TRAINDATA-REROUTE-BOT: training sources → #908

  • AGENT-HANDOFF-BOT: EXECUTE identity → #909 agent

  • CONVOPT-FEED-LOOP-BOT: LOG #909 enriches scope_copy

LEARNBOT-SUP Policy in Six Rules

Six responsible opt-out rules on the widget side.

  1. LEARNOPT-RESPECT-GATE: active flag respected session

  2. NO-FALSE-EXECUTE-BOT: route #909 if technical execution

  3. SCOPE-GROUNDED-BOT: scope from registry #909

  4. SUPPORT-CONTINUE-BOT: opt-out ≠ refusal of customer support

  5. STATUS-HONEST-BOT: flag status if unknown handoff

  6. CONVOPT-FEED-LOOP-BOT: each LOG #909 widget review under 48 hours

Flow LEARNbot LOB-1 to LOB-8

Eight-step flow: incoming refusal classify flag scope answer route log handoff.

  1. LOB-1 Ingest: opt-out message learning exclusion

  2. LOB-2 Classify: learnopt_* vs traindata #908 vs delete #903

  3. LOB-3 Flag check: LEARNOPT-RESPECT-GATE CRM lookup

  4. LOB-4 Tier 1 answer: scope status respect copy

  5. LOB-5 Route: request_route still_used agent_handoff

  6. LOB-6 Feed loop: LOG #909 adjusts scope_copy widget

  7. LOB-7 Handoff: EXECUTE identity → agent #909 context

  8. LOB-8 Log: respect_rate deflect false_execute

TPL-LEARNOPT-SCOPE Example

“The opt-out covers: {{scope_copy}}. Your support remains active. Effective delay: {{effective_delay}}. More details: {{policy_link}}.”

TPL-LEARNOPT templates and touchpoints

Four short opt-out embed templates.

TPL-LEARNOPT-REQUEST

[opt_out_process map.] Identity verification. AGENT-HANDOFF if EXECUTE required.

TPL-LEARNOPT-SCOPE

[scope_copy map.] [support_exception map.] SCOPE-GROUNDED.

TPL-LEARNOPT-STATUS

[flag_status map.] If unknown: handoff #909. STATUS-HONEST.

TPL-LEARNOPT-RESPECT

[respect_copy map.] Active flag: no dataset contribution. SUPPORT-CONTINUE.

Touchpoints

  • "I refuse training": request_route + scope

  • "Active opt-out?": status_check tier 1

  • "Delete the chat": vs_delete reroute #903

  • LOG CONVOPT #909: feed_loop scope_copy

Edge cases: guest, delayed flag, opt-in revocation

Five cases outside the standard flow.

  • Guest without account: request_route email verify handoff #909

  • Flag not yet propagated: STATUS-HONEST delay effective_delay

  • Customer revokes opt-out: handoff #909 documented opt-in

  • Question training sources: #908 TRAINDATAbot

  • Ticket convopt_ despite bot: feed_loop review scope gaps

Essential learnopt_bot KPIs

Five LEARNbot monitoring metrics and correlation #909.

  • learnopt_bot_deflect: opt-outs resolved without a convopt_ ticket

  • learnopt_bot_respect_rate: % active flag sessions respected

  • learnopt_bot_false_execute: EXECUTE promises without target API 0

  • learnopt_bot_handoff_rate: % request_route towards #909

  • learnopt_bot_scope_compliance: % responses aligned with scope_copy

Target: false_execute at zero and respect_rate above 95%.

LEARNbot Anti-patterns

Five common bot opt-out errors.

  1. Promising without API flag: NO-FALSE-EXECUTE route #909

  2. Blocking support: SUPPORT-CONTINUE mandatory

  3. Improvised scope: SCOPE-GROUNDED registry only

  4. Confusing delete: DELETE-REROUTE #903

  5. Ignoring active flag: LEARNOPT-RESPECT-GATE session

LEARNbot with Qstomy

Qstomy on Shopify: CONVOPT-MAP sync #909, CRM lookup flag, templates scope status respect, agent handoff, KPI learnopt_bot dashboard.

Scenario: DTC, 4 tickets/month convopt. Gate tier 1 respect. learnopt_bot_deflect +41%, convopt_ tickets -38% in 4 weeks.

Explore AI support and request a demo.

Checklist, FAQ and going further

LEARNbot Checklist (8 steps)

  1. Sync CONVOPT-MAP #909: scope flag delay exception

  2. Policy LEARNBOT-SUP: 6 RESPECT-GATE NO-FALSE-EXECUTE rules

  3. 8 intents bot_learnopt_*: flow LOB-1 to LOB-8

  4. 4 templates TPL-LEARNOPT-*: REQUEST SCOPE STATUS RESPECT

  5. policy_link: public conversation opt-out page

  6. agent_handoff: route #909 EXECUTE configured

  7. Red team opt-out: false execute test flag respect

  8. KPI Dashboard: learnopt_bot_* section 9 + delta convopt_

FAQ

Difference #909?
#909 = agents EXECUTE CONFIRM flag. #910 = bot tier 1 scope status respect.

Difference #908?
#908 informs training sources. #910 manages learning opt-out.

Can the bot activate the opt-out by itself?
No if VERIFY EXECUTE is required. NO-FALSE-EXECUTE + handoff #909.

Does opt-out block support?
No. SUPPORT-CONTINUE: after-sales service order help remains active.

Going further

This week: sync CONVOPT-MAP #909, templates scope status, agent handoff, measure learnopt_bot_respect_rate.

Enzo

July 1, 2026

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