Richpanel integration

Richpanel integration for ecommerce support automation

The Valiopt Richpanel integration connects support conversations and self-service journeys with customer, order, product, fulfillment, and return data. It can extend the actions available to customers while keeping exceptions in the same agent workspace and reporting structure.

Workflow coverage

What you can automate with Richpanel

Extend self-service resolutions

Let authenticated customers complete eligible order, delivery, return, cancellation, and account workflows without opening a new ticket.

Use the unified customer profile

Combine conversation history with orders, subscriptions, shipments, returns, and other ecommerce records.

Apply macros and ticket fields

Use Richpanel's classifications, macros, priorities, and custom fields while adding dynamic business context.

Route ecommerce exceptions

Send policy exceptions, high-value orders, fraud signals, and operational failures to the appropriate team.

Keep agent handoffs actionable

Attach customer intent, verification, relevant order data, evidence, and completed actions to the ticket.

Connected data

Give every conversation the right context

Valiopt brings the relevant Richpanel data into each workflow so responses and actions reflect what is happening now.

Tickets and conversation messages
Customers and ecommerce profiles
Orders, shipments, and returns
Self-service journeys and outcomes
Tags, fields, macros, and assignments
Channels, teams, and resolution metrics

Implementation

Built around your Richpanel setup

Map the Richpanel workspace

We review channels, teams, fields, tags, macros, routing, self-service journeys, ecommerce connections, and escalation paths.

Connect ticket and customer events

Richpanel activity starts the relevant workflow and scoped access controls messages, classifications, assignments, and approved actions.

Coordinate portal and agent behavior

The same policy logic governs self-service and agent-assisted paths so customers receive consistent outcomes.

Connect Richpanel to your support operation

We configure the integration, workflows, actions, and escalation paths around the way your team works.