01
Customer moment
Built for brands that want help to appear at the right commercial moment, not as a popup gimmick.
Use case
Proactive engagement for high-intent shoppers
A use case for timely help when shoppers compare, hesitate, return to cart, or show support signals.
Product process
Proactive engagement for high-intent shoppers in motion
The motion panel shows the operating loop; the board beside it changes by product, use case, or resource.
QuestionSourcesAnswerApproval
Proactive engagement for high-intent shoppers workflow board example
Illustrative flow
Proactive engagement for high-intent shoppers in motion
Customer asks
Can you answer this customer from the store context and show what happens next?
Question to controlled action
Question
Products
Sources
Policies
Answer
Orders
Approval
Conversation history
Selected step
Question
Can you answer this customer from the store context and show what happens next?
Answer, preview, or hand off
Engagement stays useful and measured; offers, discounts, and promises remain governed.
ProductsPoliciesOrdersConversation historyApproval rules
Interactive example follows the customer moment for this route.
Proactive engagement for high-intent shoppers workflow board
01Customer moment
02Needed sources
03Safe response
04Next owner
Use the board to see what changes on this route before scanning.
Illustrative response path
Answer, preview, or hand off
aserva reads products, policies, order or channel context, then gives the operator a controlled answer or action preview.
Engagement stays useful and measured; offers, discounts, and promises remain governed.
Why this page matters
What your team can actually use.
02
Source plan
Use page context, product context, cart state, policy rules, and conversation history.
03
Control model
Engagement stays useful and measured; offers, discounts, and promises remain governed.
04
Measure it
Measure engagement rate, conversion assist, deflection, opt-out signals, and offer approval.
Operating workflow
Source. Answer. Action.
Start with the customer question, check the right source, and put the next decision with its owner.
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