HIGHHappy Path

Sales Agent - Order Status (Logged-in Customer)

Verify that logged-in customers can check their order status, track shipments, and view order history through the AI Sales Agent.

6 steps

~5 min

ai-4

Preconditions

Customer is logged in to their account
Customer has at least one past order
Store has Sales Agent enabled

Test Data

Use a customer account with order history. Note an order number.

Test Steps

Follow each step carefully

0/6

Verify

You are logged in (name shown, account accessible)

Open the AI chat widget

Verify

Agent may greet you by name if logged in

Note

Personalized greeting shows the agent knows you're logged in

Ask "Where is my order?" or "Check my order status"

Verify

Agent shows recent orders or asks for order number

Note

Uses get_order_history or get_order_status tool

Provide an order number if asked, or ask about a specific order

Verify

Agent shows order status with details (status, items, dates)

Ask "Track my shipment" for a shipped order

Verify

Agent shows tracking information if available

Note

Uses track_shipment tool

Ask "Show my order history"

Verify

Agent displays list of past orders

Note

Uses get_order_history tool

Expected Result

Order queries: (1) Agent identifies logged-in customer, (2) Order status displays correctly, (3) Order history is accessible, (4) Tracking info shown when available, (5) Order details are accurate.

Ready to Complete?

Click when you have verified all steps and the expected result.

Progress

4/26

Sales Agent - Cart Management

Sales Agent - Guest vs Authenticated Experience

Test Info

Module: AI Features
Steps: 6
Duration: 5 min
XP Value: +30