E-commerce

AI chatbot for existing customer offers: check eligibility seamlessly

AI chatbot for existing customer offers: check eligibility seamlessly

July 1, 2026

"The bot promised me -15% even though I have never ordered." "The AI cannot find my guest purchase and refuses the returning code." "Chatbot explain why my neighbor has the loyalty offer without checking orders_count." Three failures where a badly calibrated bot offering to existing customers issues a code out of rule or frustrates a legitimate repeat buyer.

An e-commerce existing customer offers AI chatbot does not replace REXOFF agents (#697). It reads REXOFF-MAP, looks up orders_count last_order API, quotes new_customer_response_copy returning_eligibility_rule, and handoffs/merges guest to humans.

This guide #698 covers intents bot_rexoff_*, flow REXOFFbot, and KPI rexoff_bot. Companion bot of the REXOFF playbook (#697). Retention AI use case: verify purchase history eligibility without issuing code or promising first-time offer.

Summary

Why automate returning-only eligibility by bot?

"My old customer code doesn't work", "am I eligible?" and "why not me, I'm new?" come up post-win-back email and at checkout discount error. A calibrated bot looks up REXOFF-MAP, verifies orders_count Shopify API, and cites returning rule without invented codes or first-time promises.

What the tier 1 returning offer bot resolves

  • Elig verify: orders_count last_order API map

  • Code reject explain: returning_only expiry min_spend map

  • New customer cite: new_customer_response_copy first-time

  • Guest merge explain: guest_order_merge_policy map

  • Win-back vs active: winback_segment_rule active_repeat_rule map

Shopify customer eligibility on existing customers only discounts requires profile lookup before replying (Shopify, discount eligibility 2026).

REXOFFbot vs REXOFF #697, POFFbot #574, MEMSALEbot #584 and BDAYbot #586

Five contents, five distinct retention discount models.

Quick matrix

Pipeline: #698 bot elig verify tier 1 → #697 agents merge guest post_purchase escalate.

Which bot_rexoff_* intents should be configured?

Eight bot intents offer legacy mapped rexoff_* typologies #697.

Eight bot_rexoff intents

  • bot_rexoff_eligibility: orders_count returning_eligibility_rule map

  • bot_rexoff_code_status: code reject reason Shopify API map

  • bot_rexoff_new_customer: first-time exclusion NEW-CUSTOMER-CITE

  • bot_rexoff_guest_merge: guest_order_merge_policy explain handoff

  • bot_rexoff_winback: winback_segment_rule lapsed explain map

  • bot_rexoff_conditions: stack_rules expiry_ttl min_spend map

  • bot_rexoff_history_not_found: email mismatch lookup fail explain

  • bot_rexoff_handoff: merge resend post_purchase → #697

Tier 1 auto: eligibility, code_status, new_customer, winback, conditions if email auth + REXOFF-MAP + ELIG-VERIFY-BOT.

bot_rexoff_handoff guest merge resend post_purchase → agents #697 payload email code intent.

How do I consume REXOFF-MAP #697?

The bot reads REXOFF-MAP #697: rexoff_program_id, returning_eligibility_rule, winback_segment_rule, active_repeat_rule, discount_type, code_type, shopify_eligibility_flag, guest_order_merge_policy, new_customer_response_copy, stack_rules, expiry_ttl.

Lookup grounded

  • ELIG-VERIFY-BOT: orders_count last_order_date API before respond

  • RETURNING-RULE-CITE-BOT: returning_eligibility_rule cite map verbatim

  • NEW-CUSTOMER-CITE-BOT: new_customer_response_copy first-time only

  • GUEST-MERGE-EXPLAIN-BOT: guest_order_merge_policy explain handoff

  • NO-CODE-ISSUE-BOT: bot does not issue or extend returning code

  • NO-FIRST-TIME-PROMISE-BOT: no returning offer promised to new customer

  • DISCOUNT-API-CITE-BOT: reject reason Shopify discount API only

  • REXOFF697-HANDOFF-BOT: merge resend post_purchase → #697 agents RX-7

Anti-hallucination alignment (#123): returning eligibility = REXOFF-MAP + Shopify customer API only.

REXOFFBOT-SUP policy in six rules

Six bot rules offer returning clients responsible.

  1. REXOFF-MAP-GROUNDED-BOT : eligibility conditions from map only

  2. ELIG-VERIFY-BOT : orders_count last_order API before elig respond

  3. NEW-CUSTOMER-CITE-BOT : new_customer_response_copy first-time exclusion

  4. NO-CODE-ISSUE-BOT : bot neither issues nor extends code returning

  5. NO-FIRST-TIME-PROMISE-BOT : no discount returning promised without history

  6. NO-MERGE-EXECUTE-BOT : guest account merge agents #697 never bot alone

Flow REXOFFbot RXB-1 to RXB-8

Flow eight-step bot offer returning-only.

  1. RXB-1 Classify: bot_rexoff_* intent detect checkout error email widget

  2. RXB-2 Collect: email code discount error context logged in Y/N

  3. RXB-3 REXOFF-MAP: returning winback active stack expiry rules

  4. RXB-4 Customer lookup: orders_count last_order guest orders Shopify API

  5. RXB-5 Guardrail: ELIG NEW-CUSTOMER NO-CODE NO-FIRST-TIME GUEST-MERGE

  6. RXB-6 Respond: TPL-REXOFFbot grounded customer_communication_copy

  7. RXB-7 Handoff or close: guest merge resend post_purchase #697 payload

  8. RXB-8 Log: intent rexoff_program_id tag rexoff_bot elig handoff Y/N

Example TPL-REXOFFbot-ELIG

"Offer [rexoff_program_id map]: [returning_eligibility_rule map verbatim]. Profile [email]: [orders_count API] order(s), last [last_order_date]. [Eligible / not according to map.] ELIG-VERIFY-BOT."

TPL-REXOFFbot templates and touchpoints

Four essential templates.

TPL-REXOFFbot-ELIG

Program [rexoff_program_id]: [returning_eligibility_rule map]. Your history: [orders_count] order(s). [Eligible / not.] [If winback: winback_segment_rule map.] RETURNING-RULE-CITE-BOT.

TPL-REXOFFbot-REJECT

Code [code] rejected: [DISCOUNT-API-CITE-BOT reason map]. History: [orders_count API]. [If guest: GUEST-MERGE-EXPLAIN-BOT guest_order_merge_policy.] [If handoff: REXOFF697-HANDOFF-BOT.]

TPL-REXOFFbot-NEW

Offer reserved for customers who have already ordered. [new_customer_response_copy map verbatim.] Open offers: site promo #111 if applicable. NEW-CUSTOMER-CITE-BOT NO-FIRST-TIME-PROMISE-BOT.

TPL-REXOFFbot-HANDOFF

Request [merge guest / resend code / post purchase adjust] forwarded to team. Recap [email code orders_count intent]. NO-MERGE-EXECUTE-BOT REXOFF697-HANDOFF-BOT.

Touchpoints

  • Checkout discount error chip: bot_rexoff_code_status proactive

  • Email win-back footer link: bot_rexoff_eligibility entry

  • Account logged-in widget: bot_rexoff_winback orders_count display

  • Chat keyword former customer: bot_rexoff_new_customer trigger

Edge cases and reroutes

Five cases outside tier 1 bot returning standard offer.

Bot verify elig and explain tier 1. Merge resend post_purchase → agents #697 REXOFF-REJECT-01.

Essential rexoff_bot KPIs

Five REXOFFbot management metrics.

  • rexoff_bot_elig_deflect: elig code reject resolved without agent

  • rexoff_bot_elig_verify_rate: ELIG-VERIFY-BOT / bot_rexoff_eligibility

  • rexoff_bot_new_customer_cite_rate: NEW-CUSTOMER-CITE-BOT / bot_rexoff_new_customer

  • rexoff_bot_code_issue_violations: code issued bot audit target 0

  • rexoff_bot_first_time_promise_violations: returning offer promised first-time audit target 0

Target: rexoff_bot_code_issue_violations 0 and rexoff_bot_elig_deflect greater than 60%.

REXOFFbot anti-patterns

Five common errors the bot offers to returning customers.

  1. Code issued bot: NO-CODE-ISSUE-BOT handoff #697 only

  2. Elig without API verify: ELIG-VERIFY-BOT orders_count first

  3. Offer promised first-time: NEW-CUSTOMER-CITE NO-FIRST-TIME-PROMISE map

  4. Merge guest bot alone: NO-MERGE-EXECUTE handoff #697 RX-7

  5. Confusing POFFbot #574: distinct CRM segment returning-only rule

REXOFFbot with Qstomy

Qstomy on Shopify: detect bot_rexoff intent, REXOFF-MAP RAG grounded, orders_count lookup, elig explain new customer copy, handoff #697 merge guest tier 2.

Pipeline: #698 bot elig verify tier 1 → #697 agents merge guest escalate marketing post_purchase.

Explore AI support and request a demo.

Checklist, FAQ and going further

REXOFFbot Checklist (8 steps)

  1. Sync REXOFF-MAP #697: RAG bot checkout error email widget

  2. Policy REXOFFBOT-SUP: 6 rules ELIG NEW-CUSTOMER NO-CODE NO-MERGE

  3. 8 intents bot_rexoff_*: flow RXB-1 to RXB-8

  4. 4 templates TPL-REXOFFbot-*: ELIG REJECT NEW HANDOFF

  5. Shopify customer API sync: orders_count last_order bot agents

  6. Checkout error chip embed: bot_rexoff_code_status proactive

  7. Red team 10 prompts: code issued first-time promised merge bot guest confused POFF

  8. Dashboard KPI: rexoff_bot_* section 9 elig_deflect code_issue

FAQ

Difference #697?
#697 = agents merge guest resend escalate marketing. #698 = bot tier 1 ELIG-VERIFY handoff.

Difference POFFbot #574?
#574 = offer CRM segment behavior. #698 = returning-only orders_count mandatory.

Does bot create a code?
No. NO-CODE-ISSUE-BOT TPL-REXOFFbot-HANDOFF #697 resend policy.

Does new customer get offer?
TPL-REXOFFbot-NEW new_customer_response_copy NEW-CUSTOMER-CITE-BOT except map exception.

Going further

This week: index REXOFF-MAP RAG checkout chip, sync orders_count API, red team code issued first-time promise violations.

Enzo

July 1, 2026

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