Use these walkthroughs when you are learning klaxify or onboarding a teammate. You can also open the controlled interactive demo to move through the same workflow without changing a real customer or store.

Read the workspace from left to right

Where is my order?
klax IQ recommendation

Grounded in verified order and workspace context.

Customer + Shopify

Verified identity

Order #12345

Fulfillment and tracking

1 Choose the right queue 2 Review the recommendation 3 Verify live commerce context
  1. Choose a conversation from the queue.
  2. Read the latest customer request and check that klax IQ covers every question.
  3. Verify the customer and order context before using a commerce action.
  4. Select View full response, Use response, or Modify.
  5. Send with the actual responding identity. Email greetings and signatures are resolved at send time.

Resolve “Where is my order?”

  1. Confirm that the customer or order is verified.
  2. Check fulfillment, carrier, tracking number, and the latest tracking state.
  3. Use the tracking response or a relevant smart macro.
  4. Review the personalized greeting and sender signature.
  5. Send the reply and close or keep the conversation open.

Review a klax IQ recommendation

The yellow recommendation card is a summary, not an editable text box. Check confidence, coverage, approval state, and the short explanation. Open the full response when you need the complete wording. Selecting Modify moves the response into the composer; your correction becomes a governed learning signal.

Use the workspace controls

  • Global search and the conversation-tab + button open customers, orders, and conversations.
  • Collapse navigation to close the full navy shell. Use the compact restore control to reopen it.
  • Use the scrollbar control beside queue sorting and filtering when you want visible scrollbar tracks.
  • Use the typography icon in the composer for text formatting.
  • Use the arrow beside Send reply for delivery choices.

Learn without memorizing names

Workspace IQ learns reusable behavior using {{customer.first_name}} and {{agent.name}}. It does not treat a customer, human teammate, or AI employee name from one reply as reusable content. The current identities are applied only when klaxify prepares the final outbound email.