All cases
Customer serviceRetail
Analytics Agentic AI RPA

Automatic matching of guest orders to customer accounts.

How a retail company automatically assigns guest orders to existing customer accounts, instead of manually updating them or leaving them as inactive records.

Customer anonymised
Starting point

Orders placed without login could not be automatically assigned to a customer account. Manual follow-up was time-consuming and often left undone, with consequences for customer history and loyalty programs.

Solution

A software robot matches guest orders with existing customer accounts and assigns them automatically. Unclear cases are forwarded for manual review.

Result
RobotHumanAI-assisted
Guest order receivedAI-supported account matchingAutomatic assignmentUnclear cases for reviewDashboard updated
guest-order-matching · agentic AI
Result
100%
Orders matched (automatically checked)
Keine
Orphaned orders (since go-live)
1
Complete customer history (across all channels)
Minuten
instead of days until assignment (practically in real time)
Our customer history is now complete, including guest orders. Provide your feedback on BizChat
Heaf of CRMOnline Retailer · anonymised

Do you have a similar process?

Tell us about your workflow, we’ll tell you honestly what can be automated.

Book an intro call