Loop Assistant

Edited

OVERVIEW

Loop Assistant is an in-app assistant in Loop Admin that helps merchants navigate returns work faster. You can ask questions, follow suggested prompts, and continue conversations while working in key admin pages.

Loop Assistant is designed to assist your team, not replace final operational decision-making.


WHY USE LOOP ASSISTANT

Loop Assistant helps reduce time spent searching and navigating by providing guided assistance in context.

It is useful for:

  • finding returns faster

  • understanding policy and workflow settings

  • getting guided next steps while on a page

  • reducing repetitive "where is this setting?" questions


AVAILABILITY

  • Loop Assistant is currently enabled for early access.

  • Open it from the Loop Assistant icon in the top navigation.


HOW TO OPEN LOOP ASSISTANT

  1. Sign in to Loop Admin.

  2. Select the Loop Assistant icon in the header.

  3. Enter a question in the chat input.

  4. Continue the conversation with follow-up prompts.


HOW TO ASK BETTER QUESTIONS

For best results:

  • start with a clear action-oriented request

  • include enough context (order, return, workflow, policy, timeframe)

  • ask one main question at a time

  • use follow-ups to refine answers

Better prompt examples:

  • "Show me the most recent returns."

  • "Help me create a workflow for flagged returns."

  • "What are my current return policy settings?"

Less effective prompt examples:

  • "Help" (too broad)

  • "Why is everything wrong?" (not actionable)


COMMON TASKS

Find and review returns

  • Ask for recent returns or specific return lookups.

  • Use follow-up prompts to narrow by status or criteria.

Understand policy settings

  • Ask what your current policy settings are.

  • Follow up with specific areas you want clarified.

Workflow guidance

  • Ask for help creating or reviewing a workflow.

  • Use follow-up prompts to validate logic and steps.


RECOMMENDED USAGE PATTERN

  1. Start with one specific operational goal.

  2. Let Loop Assistant provide guidance.

  3. Validate in the relevant admin page.

  4. Use a follow-up question if anything is unclear.

  5. Start a new chat when moving to a different topic.

This keeps sessions focused and easier to review.


EXAMPLE PROMPTS

  • "Search for a return."

  • "Show me flagged returns."

  • "Show me the most recent returns."

  • "Help me create a new workflow."

  • "What are my current return policies?"

  • "Show me my invoices."


WHEN TO USE VS NOT USE

Use Loop Assistant when

  • you need guided help inside Loop Admin

  • you are troubleshooting navigation or setup steps

  • you want faster answers for operational tasks

Use direct manual workflows when

  • you already know the exact page and action

  • your process requires formal approvals outside the app


LIMITATIONS

  • Availability depends on feature enablement.

  • Response quality depends on context and available account data.

  • Some requests still require manual completion in admin UI.


TROUBLESHOOTING

I cannot see Loop Assistant

  • Loop Assistant is currently only available to early access participants.

  • Refresh your admin session and try again.

Loop Assistant opens but responses fail

  • Retry your message.

  • Refresh the page and retry.

  • Confirm you can access other admin features normally.

I got an answer that does not match my expectation

  • Ask a follow-up with more specific context.

  • Break the request into smaller steps.

  • Validate outcomes directly in the relevant page.

I want to provide feedback

  • Use the in-product feedback prompt after a session.


FAQ

Does Loop Assistant replace my team?

No. Loop Assistant helps your team work faster, but your team remains responsible for final decisions and actions.

Is Loop Assistant available to all merchants?

Availability depends on shop-level feature enablement.

Can I use Loop Assistant from any page?

Loop Assistant is designed for supported merchant admin contexts and behavior may vary by page.

What is the fastest way to get value from Loop Assistant?

Use one clear prompt tied to your current page and follow with one focused follow-up question.


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