Brief: first-pass handling of customer emails
1. Problem
- What does not work today?
- The customer service inbox receives several hundred emails a day. Order status questions are mixed with complaints, so urgent cases wait in the same queue as simple ones.
- Who does it affect?
- The customer service team and customers waiting for a reply
- How do you cope today?
- Reading emails by hand, moving them into folders, replying from saved templates
2. Expected result
- What should work after the sprint?
- Every new email gets a category and a draft reply based on the order data. A person on the team approves or edits the draft before it is sent.
- How will you notice the change?
- Time from a complaint arriving to the first reply, read from the ticketing system before and after the sprint
3. Data and access
- What data is needed?
- Anonymised emails from the last three months, order statuses, the returns policy
- Which systems will need access?
- Ticketing system: read access and saving drafts. Online shop: read-only access to order statuses.
- Who can grant access?
- Head of customer service and the shop administrator
- Is the data sensitive?
- Yes, personal data
4. Constraints
- What are the constraints?
- Customer data stays in the EU. No reply goes out without human approval. The team has one hour a day for testing.
- Who accepts the result?
- Head of customer service
5. Risks
- What could go wrong?
- The model files a complaint as a status question, or a draft gives a wrong delivery date. Warning sign: the team corrects many drafts during testing.
- Where must a person keep the decision?
- Sending every reply, decisions to reimburse a customer, legal matters
6. Acceptance criteria
- When is the work done?
- 1. On an agreed set of archived emails, categories match the team’s judgement within an agreed threshold. 2. No draft reaches a customer without approval. 3. Every category and every draft is logged. 4. The team runs the new process from a short guide.
7. Out of scope
- What does this sprint exclude?
- Sending replies automatically, chat and phone support, changes to the shop itself
- What happens after the sprint?
- Decide after the demo
What to notice
The result describes behaviour that can be shown in a demo, and the acceptance criteria say how to check it. Access is described by type and owner, with no passwords anywhere.