E-commerce
July 1, 2026
"When is the installer coming?" "No one showed up for the slot." "Is it the shop or the provider who does the repairs if the installation is done poorly?" Three tickets where a poorly framed partner installation generates a no-show, a liability dispute, and a bad post-delivery review.
The e-commerce external provider installation support covers appointments, customer preparation, slot tracking, and after-sales liability. Distinct from DIY installation #228 and bulky delivery #290: here, assembly or fitting by an authorized partner is scheduled after purchase.
This guide #625 covers policy PARTINST-SUP, flows PI-1 to PI-8, and matrix PARTINST-MAP. New partner installation vertical. Future after-sales pair to installation booking bot (#626).
Summary
Why does the partner installation generate support tickets?
The customer purchases an air conditioner, a fitted kitchen, or an EV charging station with a partner installation option. They do not know how to book, what to prepare, or who to contact if the technician does not show up. Without a SOP, the agent simply provides the provider's number or promises a slot that the partner cannot keep.
Five typical partner installation frictions
Vague appointment: booking unexplained within the install_sla_days timeframe
Forgotten preparation: electricity access and drilling requirements not listed in prep_checklist
No-show: installer absent during confirmed slot
Liability: shop vs. provider post-installation dispute
Postponement & cancellation: reschedule_policy poorly applied
Retail field service programs reduce follow-ups when appointment status and prep checklists are visible right from order confirmation (ServiceTitan, home services e-commerce 2026). Without PARTINST-MAP, agents outsource after-sales service to the partner.
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PARTINST #625 vs DIY installation #228, bulky #290, repair #341 and bot #626
Five pieces of content, five distinct installation and delivery angles.
Quick Matrix
#625 PARTINST: Approved partner appointment prep no-show liability
DIY Installation #228: client assembly tutorials INS-* macros
Bulky #290: heavy delivery time slot upper floor take back
Repair #341: after-sales service workshop breakdown post-use distinct from installation
#626 PARTINSTbot: tier 1 bot booking prep appointment status
#228 = client assembles alone. #625 = partner technician scheduled, shop remains client's contact.
Which partinst_* typologies to classify?
Eight partner installation ticket scenarios.
Eight partinst typologies
partinst_how_it_works: customer does not understand the PDP installation option
partinst_booking: how to make an appointment booking_url portal
partinst_preparation: checklist before technician visit
partinst_status: what is the status of my appointment date slot
partinst_delay_no_show: delay or installer absent
partinst_responsible: who manages after-sales service shop or partner
partinst_post_install_issue: problem after installation defect
partinst_cancel_reschedule: cancel or reschedule appointment
Tags: partinst, partner_install, appointment, field_service. PARTINST-MAP-GROUNDED: booking prep after-sales service from map only.
How should the PARTINST-MAP matrix be structured?
The PARTINST-MAP matrix documents each partner installation program for agents and future bot #626.
PARTINST-MAP Columns
partinst_program_id : partner installation program identifier
sku_or_category : eligible installation SKU or category
partner_brand_name : customer-facing provider name map
booking_method : portal online phone agent map
booking_url : appointment booking link or order token portal
install_sla_days : median appointment delay post-delivery
appointment_window_rules : half-day 2h slot map
prep_checklist : electricity access drilling clearance
cancellation_policy : cancellation deadline fees map
reschedule_policy : free or paid rescheduling rules
sav_responsible_party : shop_primary partner_execution
no_show_policy : reminder rescheduling goodwill gesture map
warranty_install_scope : installation vs product warranty map
customer_copy : customer sentence badge installation PDP
Sync post-purchase email booking link, metafield order install_status, and helpdesk macros. Audit: sav_responsible_party and prep_checklist visible before installation confirmation.
PARTINST-SUP Policy in six rules
Six partner installation support rules.
PARTINST-MAP-GROUNDED: booking prep after-sales service no-show from map only
SHOP-FACE-CLIENT: shop customer contact mentions sav_responsible_party
NO-PARTNER-DIRECT: no individual technician number exposed to customer
BOOKING-STATUS-VERIFY: install API appointment status before mentioned date
INS228-REROUTE: self-assembly DIY → #228 INS macros separate
BULK290-REROUTE: delivery only without install → #290 bulky separate
Flow PARTINST PI-1 to PI-8
Flow agent eight-step partner installation.
PI-1 Intake: partinst_* intent + order_ref install_id photos if post_install
PI-2 Program lookup: PARTINST-MAP partner booking prep SAV rules
PI-3 Install status verify: appointment_date status scheduled completed no_show
PI-4 Classify: booking prep status delay responsible post_install cancel
PI-5 Policy triage: no_show_policy warranty_install_scope map
PI-6 Respond: macro PARTINST grounded map customer_copy
PI-7 Execute: replanify escalate partner ops gesture refund legal
PI-8 Close: tag partinst_resolved partinst_program_id
SLA: partinst_no_show acknowledge within 4 hours with no_show_policy map and replanning launched.
Essential PARTINST macros
Four partner installation macro agents.
PARTINST-EXPLAIN-01
"Installation [sku] program [partinst_program_id]: [customer_copy map]. Provider: [partner_brand_name]. Booking: [booking_method booking_url map]. Tentative timeframe: [install_sla_days] days post-delivery. After-sales: [sav_responsible_party shop_primary]."
PARTINST-BOOK-01
"Installation appointment [order_ref]: [statut booking API map]. [If not booked: link [booking_url] order [order_ref token].] [If scheduled: time slot [appointment_date window map].] Preparation: [prep_checklist map]."
PARTINST-NOSHOW-01
"Appointment [appointment_date]: [confirmed no-show / delay reported according to install API]. Policy: [no_show_policy map]. [Rescheduling within [handoff_partner_sla].] [If gesture: according to map ops.] Store coordinates with [partner_brand_name], no direct technician contact."
PARTINST-POST-01
"Post-installation issue [order_ref]: [warranty_install_scope map]. [If installation defect: partner intervention rescheduled within [SLA].] [If product defect: #341 REPAIR or separate warranty.] Photos required before dispatch."
Edge cases: delivery only, warranty, B2B, and cancellation
Five cases outside the standard partner macro installation.
Delivery without installation option: BULK290-REROUTE delivery slot only
Customer assembles alone after purchasing installation: INS228-REROUTE tutorial INS-*
Legal product warranty: #62 warranty distinct warranty_install_scope
B2B pro construction site account: B2B support distinct install contract
Order cancellation before appointment: cancellation policy + cancellation_policy map
Partner installation = scheduled set-up. Delivery slot only or DIY assembly = separate reroute playbooks.
Essential partner KPIs
Five PARTINST steering metrics.
partinst_ticket_rate: partinst_* tickets / orders with install option
partinst_booking_cite_rate: % BOOK-01 responses with booking_url map
partinst_no_show_rate: no-show / scheduled appointments
partinst_replanify_sla: median rescheduling delay post no-show
partinst_partner_leak_rate: direct partner return of audit client target 0
Target: partinst_partner_leak_rate 0 and partinst_no_show replanify under 48 hours in 90% of cases.
Anti-patterns PARTINST
Five common errors in partner installation support.
Giving the technician's number: NO-PARTNER-DIRECT SHOP-FACE-CLIENT
Promising a slot without API: BOOKING-STATUS-VERIFY install status
Ignoring the prep checklist: PARTINST-BOOK-01 prep before appointment
Confusing delivery with installation: BULK290-REROUTE or INS228-REROUTE
No-show without rescheduling: PARTINST-NOSHOW-01 no_show_policy map
PARTINST with Qstomy
Qstomy on Shopify: detect partinst intent, PARTINST-MAP RAG grounded, install_status API lookup, booking cite, handoff #626 bot tier 1 RDV prep.
Pipeline: #626 bot booking prep status tier 1 → #625 agents no-show post-install escalate partner.
Explore AI support and request a demo.
Checklist, FAQ and going further
PARTINST Checklist (8 steps)
PARTINST-MAP v1: SKUs install partner booking prep after-sales
Policy PARTINST-SUP: 6 SHOP-FACE-CLIENT rules
8 typologies partinst_*: helpdesk tags
4 macros PARTINST-*: EXPLAIN BOOK NOSHOW POST
Post-purchase booking email: booking_url install_sla visible
Install status API sync: order metafield install_status
30 min agent training: PARTINST vs #228 vs #290
KPI Dashboard: partinst_* section 9
FAQ
Difference with DIY installation #228?
#228 = customer assembles alone using INS tutorials. #625 = scheduled partner technician.
Does the customer call the service provider directly?
No. PARTINST-EXPLAIN-01 SHOP-FACE-CLIENT store coordinates.
No-show installer?
PARTINST-NOSHOW-01 no_show_policy map rescheduling.
Connection with #626 bot?
#626 = tier 1 booking prep status bot. #625 = agents no-show post-install escalate partner.
Go further
This week: index PARTINST-MAP SKUs install, post-delivery booking email, test macro PARTINST-NOSHOW-01 agents.
Enzo
July 1, 2026
