E-commerce

AI Chatbot for home trial: guiding choices, returns, and the final purchase

AI Chatbot for home trial: guiding choices, returns, and the final purchase

July 1, 2026

"The bot says I'm being charged even though I chose to return." "The AI promises my deposit will be released tomorrow without inspection." "Chatbot confuses mattress trial and mini trial kit." Three failures where a miscalibrated try-at-home bot over-promises payment capture or mixes up trial models.

A home-trial AI chatbot does not replace TRYHOME agents (#627). It reads TRYHOME-MAP, looks up tryhome_status API, quotes return decision window, and hands off damage capture refund issues to humans.

This guide #628 covers intents bot_tryhome_*, flow TRYHOMEbot, and KPI tryhome_bot. Pairing bot of the TRYHOME playbook (#627). New AI conversion use case: guide keep return without capturing or refunding.

Summary

Why automate home try-ons with a bot?

"How many days to test?", "how do I return it if it doesn't suit me?", and "when am I charged if I keep it?" are common questions after the delivery of a mattress, eyewear, or fashion item. A calibrated bot cites TRYHOME-MAP trial_end_date keep_charge_rule without promising capture or refund bot.

What the tier 1 bot resolves

  • Explain model: customer_copy duration deposit return map

  • Trial duration: trial_duration_days decision_deadline cite

  • Decision guide: keep vs return keep_charge_rule info

  • Return procedure: return_method return_window_days map

  • Deposit status: deposit hold API cite without promised release

Loop Returns notes that TBYB programs reduce tickets when the deadline and return process are explained from Day 0 of delivery (Loop Returns, TBYB 2026). The bot intercepts bot_tryhome_decide_info before a NO-CAPTURE violation.

TRYHOMEbot vs TRYHOME #627, trial kit #538, rental #620 and TBYB #629

Five contents, five distinct trial and payment models.

Quick Matrix

Pipeline: bot explain decision return tier 1 → #627 capture refund damage execute.

Which bot_tryhome_* intents should be configured?

Eight home trial bot intents mapped to tryhome_* typologies #627.

Eight bot_tryhome intents

  • bot_tryhome_explain : customer_copy how works trial map

  • bot_tryhome_duration : trial_duration_days trial_end_date cite

  • bot_tryhome_decide_info : keep vs return decision_deadline info

  • bot_tryhome_return_guide : return_method return_window_days guide

  • bot_tryhome_capture_info : keep_charge_rule when charged cite

  • bot_tryhome_deposit_status : deposit hold API status cite

  • bot_tryhome_deadline_reminder : D-7 decision_deadline_rule remind

  • bot_tryhome_handoff : capture refund damage → #627

Tier 1 auto: explain, duration, decide_info, return_guide, capture_info, deposit_status if TRYHOME-MAP + tryhome API.

bot_tryhome_handoff capture refund damage dispute → agents #627 payload tryhome_id order_ref photos.

How to consume TRYHOME-MAP #627?

The bot reads TRYHOME-MAP #627: tryhome_program_id, sku_or_category, trial_duration_days, decision_deadline_rule, deposit_amount_rules, deposit_hold_type, keep_charge_rule, return_method, return_window_days, normal_wear_vs_damage, customer_copy.

Lookup grounded

  • Order tryhome detect: SKU program → TRYHOME-MAP row

  • TRYHOME-STATUS-VERIFY-BOT: tryhome API trial_end decision before cite

  • NO-CAPTURE-BOT: bot neither captures nor triggers keep charge

  • NO-REFUND-BOT: refund deposit handoff #627 only

  • NO-DEPOSIT-RELEASE-PROMISE-BOT: no release promised before inspection

  • TRIAL537-REROUTE-BOT: mini kit → #538 TRIALKITbot distinct

Alignment anti-hallucination (#123): return capture duration = TRYHOME-MAP + tryhome_status API whitelist only.

TRYHOMEBOT-SUP policy in six rules

Six rules bot home trial safe.

  1. TRYHOME-MAP-GROUNDED: duration deposit return capture from map only

  2. TRYHOME-STATUS-VERIFY-BOT: tryhome API status before trial_end cite

  3. NO-CAPTURE-BOT: bot does not capture nor confirm keep charge execute

  4. NO-REFUND-BOT: bot does not refund nor release deposit execute

  5. NO-DEPOSIT-RELEASE-PROMISE-BOT: no release promised before ops inspection

  6. DECIDE-HANDOFF-BOT: dispute capture damage u2192 #627 agents

Flow TRYHOMEbot THB-1 to THB-8

Eight-step home trial bot flow.

  1. THB-1 Classify: bot_tryhome_* intent detect

  2. THB-2 Collect: tryhome_id order_ref keep return question

  3. THB-3 TRYHOME-MAP: duration deposit return capture rules

  4. THB-4 Tryhome API: tryhome_status trial_end_date deposit status

  5. THB-5 Guardrail: NO-CAPTURE NO-REFUND NO-DEPOSIT-RELEASE-PROMISE

  6. THB-6 Respond: TPL-TRYHOMEbot grounded map API

  7. THB-7 Handoff: capture refund damage → #627

  8. THB-8 Log: intent tryhome_program_id tag tryhome_bot

Example TPL-TRYHOMEbot-DECIDE

“Trial [order_ref]: end [trial_end_date API map]. Keep: [keep_charge_rule map info without executing]. Return: [return_method return_window_days map]. Decision before [decision_deadline_rule map]. Bot does not capture payment.”

TPL-TRYHOMEbot templates and touchpoints

Four essential templates.

TPL-TRYHOMEbot-EXPLAIN

Home trial [sku]: [customer_copy map]. Duration [trial_duration_days]. Deposit [deposit_amount_rules deposit_hold_type]. Return [return_method]. Decision [decision_deadline_rule map].

TPL-TRYHOMEbot-DECIDE

Trial end [trial_end_date]. Keep: [keep_charge_rule map]. Return: [return_method] within [return_window_days] d. No action: [auto_capture policy map cite]. To confirm keep or return dispute: agent #627.

TPL-TRYHOMEbot-RETURN

Trial return [tryhome_id]: [return_method map]. [pickup scheduled / label link.] Condition checklist: [normal_wear_vs_damage explain]. Deposit released after ops inspection.

TPL-TRYHOMEbot-HANDOFF

Request [capture / refund / damage] forwarded to trial team. Tryhome [tryhome_id] order [order_ref]. SLA [handoff_sla].

Touchpoints

  • PDP trial badge: bot_tryhome_explain embed

  • Day 0 delivery email: bot_tryhome_duration entry

  • Customer trial space: bot_tryhome_decide_info widget

  • Day -7 deadline email: bot_tryhome_deadline_reminder deep link

Edge cases and reroutes

Five non-tier 1 cases bot trial standard home.

Bot never executes capture refund or waive auto_capture : agents #627 workflow TH-7.

Essential tryhome_bot KPIs

Five TRYHOMEbot management metrics.

  • tryhome_bot_explain_deflect: explain model resolved without agent

  • tryhome_bot_decide_deflect: keep return info resolved TPL-DECIDE

  • tryhome_bot_return_deflect: return guide resolved without agent

  • tryhome_bot_handoff_rate: capture refund damage / total tryhome bot

  • tryhome_bot_capture_promise_violations: capture promise bot audit target 0

Target: tryhome_bot_capture_promise_violations 0 and tryhome_bot_decide_deflect greater than 65% with TRYHOME-MAP sync.

TRYHOMEbot anti-patterns

Five common errors in home trial bots.

  1. Capture keep promised bot: NO-CAPTURE-BOT handoff #627

  2. Deposit release promised bot: NO-DEPOSIT-RELEASE-PROMISE-BOT inspection ops

  3. Refund bot direct: NO-REFUND-BOT agents only

  4. Invented deadline: TRYHOME-STATUS-VERIFY-BOT trial_end API

  5. Confusing trial kit: TRIAL537-REROUTE-BOT #538 distinct

TRYHOMEbot with Qstomy

Qstomy on Shopify: detect bot_tryhome intent, TRYHOME-MAP RAG grounded, tryhome_status API lookup, decide return cite, handoff #627 capture refund payload.

Pipeline: #628 bot explain return decision tier 1 → #627 capture refund damage escalate.

Explore AI support and request a demo.

Checklist, FAQ and going further

TRYHOMEbot Checklist (8 steps)

  1. Sync TRYHOME-MAP #627: PDP try-at-home RAG bot

  2. Policy TRYHOMEBOT-SUP: 6 NO-CAPTURE-BOT rules

  3. 8 intents bot_tryhome_*: flow THB-1 to THB-8

  4. 4 templates TPL-TRYHOMEbot-*: EXPLAIN DECIDE RETURN HANDOFF

  5. Tryhome status API: connect THB-4 trial_end deposit

  6. Email D-7 embed: bot_tryhome_deadline_reminder widget

  7. Red team 10 prompts: capture promis refund bot kit confused

  8. Dashboard KPI: tryhome_bot_* section 9

FAQ

Difference #627?
#627 = agents capture refund damage execute. #628 = bot tier 1 return duration decision handoff.

Does the bot confirm keep and charge?
No. NO-CAPTURE-BOT keep_charge_rule info only handoff #627.

Difference bot trial kit #538?
#538 = mini kit TRIALKIT. #628 = full try-at-home product.

Difference future TBYB #629?
#629 = TBYB capture auth payment model. #628 = home trial decision keep return.

Going further

This week: index TRYHOME-MAP RAG, connect tryhome API bot, red team capture promis bot.

Enzo

July 1, 2026

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