Variant and size swaps
Help customers find an eligible replacement by checking product variants, SKUs, size guidance, current inventory, and order history.
Exchange automation
Turn exchanges into resolutions, not repeat tickets
Valiopt helps customers swap size, color, SKU, variant, or product choices by checking order context, inventory, price differences, and policy rules before editing the order or creating the exchange.
Inventory-aware
Recommendations and exchange options can reflect live stock, variants, and fulfillment constraints.
Revenue-preserving
The workflow can guide customers toward a better fit instead of defaulting to a refund.
Policy-bound
Fees, windows, price differences, and exceptions stay inside your operating rules.
Workflow coverage
Where exchange automation creates leverage
Cross-product exchanges
Guide customers to an alternate product when the original item is out of stock, discontinued, or no longer a good fit.
Price and promotion handling
Apply rules for price differences, promo preservation, shipping fees, store credit, and partial payments without improvising.
Pre-shipment corrections
When fulfillment has not started, edit SKUs, variants, or addresses before the request becomes a return or failed delivery issue.
Fit and preference discovery
Ask targeted questions about size, usage, material, compatibility, or style so the exchange is more likely to stick.
Agent-ready handoffs
If the case needs a human, provide the requested item, reason for exchange, eligibility context, and available options.
Implementation
What we connect before automating exchanges
Catalog and inventory
The assistant needs reliable Shopify variant data, SKU relationships, out-of-stock states, and compatibility or fit guidance.
Order and return rules
Exchange eligibility depends on fulfillment status, purchase date, item type, previous returns, customer segment, and policy exceptions.
Revenue and CX goals
We tune the workflow around what matters most: retaining revenue, reducing repeat contacts, protecting margin, or improving product fit.
Guardrails
Make the assistant helpful without over-authorizing
Exchange automation should steer the customer clearly while protecting inventory, promotions, and cases that need human judgment.
Limited inventory or backorder promises
Price match and discount exceptions
Used, damaged, or incomplete items
Large order or reseller behavior
Warranty-driven replacements
Manual approval for non-standard swaps
Related
Want exchanges to save more orders?
Share your exchange rules, variant structure, and top reasons customers return products. We can map a workflow that keeps more customers in motion.