You were almost through checkout. What made you stop?
A
Cart Abandonment Survey
Evaluator agent · 2.2K uses
Evaluator Agent
Out-of-Stock Impact on Customer Loyalty
A stock gap only costs you money when the shopper leaves. This tells you how often they do. An out of stock is only expensive if the shopper leaves. Some take a substitute and you lose margin. Some buy the whole basket somewhere else and you lose the trip. Some stop trusting you to have it and you lose the habit. This conversation finds out which happened, and how much of the basket went with it.
Lost sales quantified
Repeat walkaway items flagged
Substitution rates by category
Used 918+ times
What's inside this template
Start from this conversation and adapt it to your team — change any question, add your own logic, and connect the tools you already use.
Information it collects
The item they came in forWhat they did next: substitute, buy elsewhere, or abandonWhat drove that decisionSatisfaction with any substitute takenWhere they went instead, in general termsWhether they intend to return for the itemThe effect on future likelihood to shop and on trust
Questions it always asks
The core fields every response captures.
Always ask what they did next, as a clear single choice, before probing further
Ask whether it changed how likely they are to shop there for that category
How it adapts
Follow-ups that change based on what people say.
If they took a substitute, ask how it compared and whether they would buy it again
If they left entirely, ask what else was in the basket they abandoned
Where it routes people
Different paths for different answers.
Alert merchandising when the same item drives three or more walkaways in a week
Flag any shopper who says they will not return for that category to retention
Automations it can trigger
Actions that fire the moment a response comes in.
Post repeat offender items to #merchandising in Slack with the walkaway count
Write the out-of-stock reason back to the product record in Shopify
Update the customer record in HubSpot with the abandoned basket value
SOC 2 Type II and ISO 27001:2022 certified. Responses are encrypted in transit and at rest, and you own your data. View our Trust Center.
How this AI agent works
A shopper who could not find what they came for gets a short conversation that confirms the item, then asks the one question that matters: what did you do next. It branches on the answer, checking satisfaction if they substituted, where they went if they bought elsewhere, and whether they intend to come back if they abandoned the trip. It closes by measuring the effect on trust and future visits.
Getting started
- 1
Trigger from a scan-and-fail event, a loyalty app search, or a post-visit link
- 2
List the categories where substitution is realistic and where it is not
- 3
Set the rule that escalates an item when it drives repeat walkaways
- 4
Route recurring gaps to merchandising and inventory planning
Template Details
- Agent Type
- Evaluator
- Category
- Retail and e-commerce
- Industry
- Retail & E-commerce
- Business outcome
- Operate more efficiently
- Job to be done
- Collect customer feedback
- Journey stage
- Feedback & evaluation
- Replaces
- Survey tools
- Integrations
- Slack, Shopify, Hubspot
- Times Used
- 918+
Forms collect fields. Conversations capture context.
Static forms force complex situations into rigid dropdowns. Perspective captures structured data and the reasoning behind it — so your team makes better decisions, faster.
The static form
yoursite.com/intake
Category *
Select...
Details
Describe your situation...
Submit
Result:Category: "Other"|Details: "It's complicated"
No context. No follow-up. No next step.
- Availability reporting measures shelf state, not shopper behavior. It can tell you an item was out for six hours and nothing about whether anyone wanted it, took something else, or drove to a competitor with a full basket.
- A satisfaction survey run after a failed trip returns a low score with no mechanism. The shopper is unhappy, which you could have guessed, and the number cannot distinguish a minor irritation from a trip you permanently lost.
- Fixed forms rarely ask what else was in the basket. Yet the real cost of a stockout is frequently not the missing item, it is the twelve other things the shopper would have bought on the same trip and bought somewhere else instead.
The AI conversation
"Tell me more about the timeline — when did this start, and is there a deadline your team is working against?"
Extracted & structured automatically
Category
High-priority
Urgency
Deadline: 2 weeks
Sentiment
Frustrated but hopeful
Next step
Route to senior team
Triggered: Slack alert sent| CRM updated
Right team. Full context. Instant action.
- The conversation asks the single question that converts a stock problem into a revenue number: what did you do next. Substituting, buying elsewhere and abandoning the trip have wildly different costs, and separating them is what makes availability a commercial conversation rather than an operational one.
- It branches on that answer, so a substitution is followed by a satisfaction check while an abandoned trip is followed by a question about intent to return. Each path collects the thing that matters for that outcome instead of asking everyone the same generic follow-up.
- Because it asks about the wider basket, you learn the full value of what walked out, which is usually several times the price of the missing item and the number that actually justifies fixing the root cause.
What is an out-of-stock survey?
An out-of-stock survey asks shoppers who could not find what they came for what they did next. It exists because availability systems measure the shelf and not the shopper, and the commercial impact of a gap depends entirely on shopper response. The same six-hour gap can cost nothing if everyone substitutes happily, or cost a full basket and a customer if they leave. This template captures that response conversationally, branching on the outcome so each path collects what matters.
FAQ
Frequently Asked Questions
Explore More Agents
More retail templates for store experience, cleanliness and lapsed shoppers.
Did you find what you came in for today?
A
In-Store Experience Survey
Evaluator agent · 2.2K uses
What did the person who helped you actually do?
M
Store Associate Feedback
Evaluator agent · 1.9K uses
Was the food the reason you stopped in?
F
Foodservice Feedback Survey
Evaluator agent · 2K uses
Anything on that trip that would stop you coming back?
P
Store Cleanliness Survey
Evaluator agent · 1.9K uses
You picked 'didn't fit'. What actually happened?
W
Returns Experience Survey
Evaluator agent · 896 uses
Related Articles
How retail teams turn availability data into a revenue conversation.
Ecommerce Customer Experience in 2026: A Guide to Capturing the Why Behind Every Cart
Why behavioral data shows the drop-off and never the decision behind it.
Read article
Best Retail Customer Experience Software in 2026: 9 Platforms Ranked by Insight Depth
Nine retail CX platforms compared by how well each explains shopper behavior.
Read article
Form Abandonment in 2026: Why Multi-Step Forms Leak and What to Use Instead
Where long forms lose people, and what a conversation recovers that a form cannot.
Read articleForms are costing you business
Replace drop-off, poor qualification, and missing context with AI conversations that capture structured data and real understanding. Set up in minutes.
No credit card required • Cancel anytime