E-commerce

AI Chatbot for in-store trade-ins: eligibility, stock, and proof of purchase

AI Chatbot for in-store trade-ins: eligibility, stock, and proof of purchase

July 1, 2026

"The bot says yes to the exchange even though the request is outside the map delay." "The AI promises size M on the shelf without a stock lookup." "Chatbot redirects to the return portal instead of store exchange." Three failures where a poorly calibrated store exchange bot invents eligibility, ignores proof of purchase, or confuses online refund.

An e-commerce store exchange AI chatbot does not replace STEXCH agents (#743). It reads STEXCH-MAP, cites exchange_policy_copy proof_requirements_copy, lookups stock location, and handoffs counter refusal, transfer price to store humans.

This guide #744 covers intents bot_stexch_*, flow STEXCHbot, and KPI stexch_bot. Bot pair of the STEXCH playbook (#743). Omnichannel AI use case: stock eligibility proof without promised exchange or online return confusion.

Summary

Why automate in-store communication with a bot?

"Can I exchange in-store after an online purchase?", "what proof do I need to provide?", and "is size L available in Bordeaux?" arrive post-delivery on the help page, returns, or chat widget. A calibrated bot cites internal STEXCH-MAP policy proof stock without promising an executed exchange or routing refund portal.

What the bot resolves tier 1 store exchange

  • Eligibility explain: exchange_policy_copy POLICY-CITE-BOT map

  • Proof guide: proof_requirements_copy PROOF-CITE-BOT map

  • Stock location: STOCK-CITE-BOT lookup chosen store map

  • Process POS: pos_exchange_process_copy explain map

  • Vs online portal: RETURNONLINE-REROUTE-BOT if refund map

Shopify POS allows return exchange online order if unified policy (Shopify POS, return exchange 2026). Without a grounded bot, AI promises over-the-counter exchange or cites an invented lead time.

STEXCHbot vs STEXCH #743, bot return #10, EXCH #371, omni #272 and store return #745

Six contents, six distinct omnichannel exchange-return flows.

Quick Matrix

Pipeline: #744 eligibility bot stock proof tier 1 → #743 agents counter rejection transfer stock price exception ops.

Which bot_stexch_* intents should be configured?

Eight store exchange bot intents mapped to stexch_* typologies #743.

Eight bot_stexch intents

  • bot_stexch_policy : exchange_policy_copy POLICY-CITE-BOT map

  • bot_stexch_eligibility : order_ref delivered exchange_window verify map

  • bot_stexch_proof : proof_requirements_copy PROOF-CITE-BOT map

  • bot_stexch_stock : STOCK-CITE-BOT location variant lookup map

  • bot_stexch_process : pos_exchange_process_copy explain map

  • bot_stexch_price_diff : price_difference_policy_copy cite map

  • bot_stexch_vs_online : store vs portal EXCH371 reroute map

  • bot_stexch_handoff : refusal POS transfer price → #743

Tier 1 auto : policy, eligibility, proof, stock if STEXCH-MAP active + guardrails NO-EXCHANGE-PROMISE-BOT.

bot_stexch_handoff counter refusal stock transfer price exception → agents #743 payload order_ref store intent.

How do I use STEXCH-MAP #743?

The bot reads STEXCH-MAP #743: stexch_program_id, eligible_skus, store_locations, exchange_policy_copy, exchange_window_days, proof_requirements_copy, pos_exchange_process_copy, stock_check_policy_copy, price_difference_policy_copy, exclusions_copy, customer_communication_copy.

Lookup grounded

  • POLICY-CITE-BOT: exchange_policy_copy cite map verbatim

  • PROOF-CITE-BOT: proof_requirements_copy cite map only

  • STOCK-CITE-BOT: location inventory API lookup map

  • NO-EXCHANGE-PROMISE-BOT: no confirmed exchange bot handoff #743 POS ops

  • RETURNONLINE-REROUTE-BOT: refund → return bot #10 distinct store exchange

  • FINAL-SALE-REROUTE-BOT: SKU final sale → exclusion exchange map

  • STEXCH743-HANDOFF-BOT: POS price transfer refusal → #743 agents SE-7

Alignment anti-hallucination (#123): proof eligibility window = STEXCH-MAP whitelist only.

STEXCHBOT-SUP Policy in six rules

Six bot rules for responsible in-store exchanges.

  1. STEXCH-MAP-GROUNDED-BOT : eligibility proof process from map only

  2. POLICY-CITE-BOT : exchange_policy_copy quotes without omission

  3. PROOF-CITE-BOT : proof_requirements_copy quotes if map exchange

  4. NO-EXCHANGE-PROMISE-BOT : no exchange confirmed bot handoff #743 POS ops

  5. STOCK-CITE-BOT : location lookup before store guide

  6. RETURNONLINE-REROUTE-BOT : refund → online return distinct from counter exchange

STEXCHbot flow SEB-1 to SEB-8

Eight-step flow for the web post-purchase in-store exchange bot.

  1. SEB-1 Classify : bot_stexch_* intent detect post-delivery returns help page widget

  2. SEB-2 Collect : order_ref store_location sku variant question

  3. SEB-3 STEXCH-MAP : policy proof process stock price exclusions

  4. SEB-4 Lookup : order delivered status stock location API verify

  5. SEB-5 Guardrail : POLICY PROOF STOCK NO-EXCHANGE RETURNONLINE FINAL-SALE HANDOFF

  6. SEB-6 Respond : TPL-STEXCHbot grounded customer_communication_copy

  7. SEB-7 Handoff or close : POS refusal transfer price #743 payload

  8. SEB-8 Log : intent stexch_program_id tag stexch_bot policy_cited handoff Y/N

Example TPL-STEXCHbot-ELIGIBILITY

“Order [order_ref map]: in-store exchange [store_locations map.] Return window [exchange_window_days map] days post-delivery. [exclusions_copy map.] POLICY-CITE-BOT NO-EXCHANGE-PROMISE-BOT.”

TPL-STEXCHbot and touchpoints templates

Four essential templates.

TPL-STEXCHbot-POLICY

Program [stexch_program_id]: [exchange_policy_copy map.] Deadline [exchange_window_days map] days. [exclusions_copy map.] POLICY-CITE-BOT NO-EXCHANGE-PROMISE-BOT.

TPL-STEXCHbot-PROOF

In store [store_location map]: [proof_requirements_copy map.] [pos_exchange_process_copy map.] PROOF-CITE-BOT. No proof: [alternative portal online map.]

TPL-STEXCHbot-STOCK

[variant map] store [store_location map]: stock [STOCK-CITE-BOT lookup map.] [If OOS: stock_check_policy transfer to other store map.] NO-EXCHANGE-PROMISE-BOT.

TPL-STEXCHbot-VS-ONLINE

In-store exchange: [pos_exchange_process_copy map.] Web portal: EXCH-UX #371 distinct parcel shipment. RETURNONLINE-REROUTE-BOT if refund desired map.

Touchpoints

  • In-store exchange help page: bot_stexch_policy proactive

  • Post-delivery email footer: bot_stexch_eligibility entry

  • Return page chat widget: bot_stexch_vs_online trigger

  • Keyword exchange in-store: bot_stexch_proof bot_stexch_stock entry

Edge cases and reroutes

Five cases outside tier 1 bot standard store exchange.

Bot explain policy proof stock tier 1. Counter refusal transfer price exception → agents #743.

Essential stexch_bot KPIs

Five STEXCHbot steering metrics.

  • stexch_bot_eligibility_deflect: proof stock eligibility resolved without agent

  • stexch_bot_policy_cite_rate: POLICY-CITE-BOT / bot_stexch policy eligibility

  • stexch_bot_exchange_promise_violations: promised exchange bot audit target 0

  • stexch_bot_return_misroute_rate: routed return online on store exchange / total low target

  • stexch_bot_handoff_rate: deflection POS transfer price / total stexch bot

Target: stexch_bot_exchange_promise_violations 0 and stexch_bot_eligibility_deflect over 50%.

STEXCHbot anti-patterns

Five common bot-assisted in-store exchange errors.

  1. Bot-confirmed exchange: NO-EXCHANGE-PROMISE-BOT handoff #743 POS API

  2. Confusing online return #10: RETURNONLINE-REROUTE-BOT refund distinct from exchange

  3. Invented bot eligibility: POLICY-CITE-BOT exchange_policy_copy map only

  4. Stock without lookup: STOCK-CITE-BOT location API before store guide

  5. Omitted proof bot: PROOF-CITE-BOT proof_requirements_copy map

STEXCHbot with Qstomy

Qstomy on Shopify: detect bot_stexch intent, STEXCH-MAP RAG grounded, stock location lookup, NO-EXCHANGE guardrail, handoff #743 ops tier 2.

Pipeline: #744 bot stock eligibility proof tier 1 → #743 agents counter refusal transfer price escalate store ops.

Explore AI support and request a demo.

Checklist, FAQ and going further

STEXCHbot Checklist (8 steps)

  1. Sync STEXCH-MAP #743: RAG bot help page email post-delivery feedback

  2. Policy STEXCHBOT-SUP: 6 POLICY PROOF NO-EXCHANGE STOCK RETURNONLINE rules

  3. 8 intents bot_stexch_*: flow SEB-1 to SEB-8

  4. 4 templates TPL-STEXCHbot-*: POLICY PROOF STOCK VS-ONLINE

  5. Order lookup API sync: delivered exchange_window verify test agents

  6. Store exchange help page chat embed: bot_stexch_policy proactive

  7. Red team 10 prompts: promised exchange vs return confusion invented eligibility

  8. Dashboard KPI: stexch_bot_* section 9 exchange_violations deflect misroute

FAQ

Difference #743?
#743 = desk refusal agents stock transfer price escalate store ops. #744 = bot tier 1 stock eligibility proof handoff without promised exchange.

Bot confirms desk exchange?
No. TPL-STEXCHbot-POLICY NO-EXCHANGE-PROMISE-BOT STEXCH743-HANDOFF-BOT.

Difference online return bot #10?
Portal refund = RETURNONLINE-REROUTE-BOT. Store exchange = bot_stexch_* map.

Difference store return #745?
#745 = desk refund for web order. #744 = store size/color exchange after web purchase.

Going Further

This week: index STEXCH-MAP RAG store-exchange help page, red team exchange_promise_violations audit, sync email post-delivery widget eligibility entry.

Enzo

July 1, 2026

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