Key takeaways
- Templates save time only if they don't sound like templates. Start with the answer, use the customer's name and order details, and change at least one sentence every time.
- A good reply has four parts. Acknowledge the situation, answer or fix it, say what happens next, and offer one clear way to reply.
- Write templates for the 20 situations you see most, keep them in one shared place, and review them whenever a policy changes.
- Let an AI agent handle the factual answers (shipping times, policies, order status) and keep apologies, refunds and exceptions with people.
- Tidio is our top pick for using templates well because saved replies, an AI agent that answers from your policies, and order data sit in one inbox across chat, email and social channels.
Most customer messages to an online store are variations on twenty situations. Answering each one from scratch is slow; pasting the same paragraph every time sounds robotic. Good templates sit in between: a solid, tested answer that takes ten seconds to personalise.
September is the right time to write them: the summer rush is over, and Black Friday on November 27 is close enough that every template you write now will be used hundreds of times within weeks. Below are twenty templates for the situations stores see most, how to make them sound human, and which ones you can hand to an AI agent altogether.
Why most templates don't work
Customers can spot a canned response in the first line. The usual problems:
- The answer is buried. Two sentences of thanks and apologies before the actual information.
- They ignore the question. The template answers what the customer usually asks, not what this customer asked.
- They're out of date. The shipping times quoted are from last year.
- They're scattered. Each agent has their own versions in a notes app.
- They sound like legal text. "As per our policy" makes customers argue with the policy.
The anatomy of a good reply
Every template below follows the same four parts:
| Part | Purpose | Example |
|---|---|---|
| Acknowledge | Show you read their message | "Sorry your order hasn't arrived yet, Anna." |
| Answer or fix | The information or action, in the first lines | "It left our warehouse on Monday and is with DPD now." |
| Next step | What happens and when | "It should reach you by Thursday. I'll check again on Friday if it hasn't." |
| One way to reply | Make it easy to come back | "Just reply here if anything changes." |
Placeholders are in square brackets. Replace them, and change at least one sentence to fit the conversation.
Order and delivery templates
1. Order status, on its way
Hi [name], good news: your order [#number] is on its way with [carrier] and should arrive by [date]. You can follow it here: [tracking link]. If it hasn't arrived by [date + 1], reply here and I'll look into it straight away.
2. Order delayed (proactive)
Hi [name], a quick update on order [#number]: it's running about [X days] late because [reason in plain words]. The new delivery estimate is [date]. I'm sorry for the wait. If you'd rather cancel, reply and I'll refund you right away.
3. Tracking hasn't moved
Hi [name], I can see the tracking for [#number] hasn't updated since [date]. That usually means the parcel is moving between depots without a scan, but I've asked [carrier] to check. I'll update you by [day] either way.
4. Marked delivered but not received
Hi [name], I'm sorry, that's frustrating. The carrier shows it delivered on [date] at [time]. Could you check with neighbours and around the entrance? If it doesn't turn up by tomorrow, reply here and I'll send a replacement or refund, whichever you prefer.
5. Change of address after ordering
Hi [name], thanks for letting me know quickly. [If not shipped:] I've updated the address for order [#number] to [address]. [If shipped:] It has already left us, so I've asked [carrier] to redirect it. I'll confirm once they reply.
6. Holiday shipping cut-off
Hi [name], to get your order by Christmas in [country], please order by [date] with standard shipping or [date] with express. Orders after that will still ship, just after the holidays.
Returns, refunds and problems
7. How to return an item
Hi [name], of course. You can start your return here: [returns link]. You have until [date] and return shipping is [free / X]. Once it reaches us, your refund takes about [X] days.
8. Damaged or faulty item
Hi [name], I'm really sorry it arrived like that. Could you send a photo of the item and the box? As soon as I have it, I'll send a replacement, or a refund if you prefer. No need to return the damaged one.
9. Wrong item sent
Hi [name], that's our mistake, sorry. I've sent the right [item] today with express shipping, tracking: [link]. Please keep the other one or donate it. No need to send it back.
10. Where is my refund?
Hi [name], your return arrived on [date] and the refund of [amount] was issued on [date] to your [payment method]. Banks usually take [3–5] business days to show it. If it's not there by [date], reply and I'll chase it.
11. Return outside the window
Hi [name], this order is [X days] past our [30-day] return window. I've made an exception this time and approved the return: [link]. Thanks for shopping with us.
12. Final-sale item
Hi [name], I'm sorry, [item] was final sale, so we can't accept it back. If something is wrong with it, send a photo and I'll see what I can do. I can also offer [store credit / an exchange].
Product and checkout
13. Out of stock
Hi [name], [product] is sold out right now. We expect more around [date]. [Join the waitlist here: link.] If you need something sooner, [alternative product] is very similar: [link].
14. Discount code not working
Hi [name], sorry about that. The code [CODE] [applies only to full-price items / needs a minimum order of X / expired on date]. I've created a new code for you, [NEWCODE], valid until [date].
15. Sizing question
Hi [name], [product] runs [true to size / small]. Based on what you told me, I'd go for [size]. If it doesn't fit, exchanges are free within [30 days].
16. Payment failed
Hi [name], payments sometimes fail because of a bank security check. Please try again, or use [PayPal / Apple Pay]. You won't be charged twice. If it fails again, reply and I'll send a payment link.
Upset customers and special cases
17. Angry customer, first reply
Hi [name], you're right to be annoyed. [Specific thing] shouldn't have happened. Here's what I've done: [action]. I'll personally follow up on [day] to make sure it's sorted.
18. Cancellation request
Hi [name], done. Order [#number] is cancelled and your [amount] refund is on its way to your [payment method]. You'll see it within [X] business days.
19. Out of hours (auto-reply)
Thanks for your message, [name]. Our team is back at [time, day] and will reply then. For order status, returns or shipping times, you'll find instant answers here: [help link].
20. Asking for a review after a good outcome
Hi [name], glad that's sorted! If you have a minute, we'd love to hear how we did: [review link]. Either way, thanks for your patience.
Which templates should an AI agent send?
Not every template needs a person. A useful split:
| Template | Who should send it | Why |
|---|---|---|
| 1, 6, 7, 13, 15, 19 | AI agent or automation | Factual, answered from your policies and store data |
| 2, 10 | Automation, triggered by events | Proactive updates work best when sent at the right moment |
| 3, 5, 14, 16 | AI agent first, person if needed | Usually simple, sometimes need a check |
| 4, 8, 9, 11, 12, 17, 18 | A person | Money, exceptions or emotions involved |
| 20 | A person, after a good outcome | Only ask when the customer is happy |
With an AI agent covering the first group, your team spends its time on the conversations where a human reply actually matters.
Common mistakes
- Sending a template without reading the message. One mismatched reply undoes ten good ones.
- Leaving placeholders in. Check for square brackets before sending.
- Never updating them. Review templates when shipping times, prices or policies change.
- Making every reply long. On chat, split a template into short messages.
- Using templates to say no without explaining why or offering an alternative.
The best tools for saved replies and fast answers
We compared how easy it is to store, personalise and share templates, whether order details can be inserted, and how well AI can take over the repetitive answers.
Tidio keeps saved replies, the Lyro AI agent and your order data in one inbox, so the same answers go out on website chat, email, Messenger, Instagram and WhatsApp. Lyro handles the factual questions on its own, and agents use saved replies for the rest with the customer's order on screen. It is quick for a small team to set up during the busy season. Larger stores can move to the Premium plan, where Tidio's team manages Lyro and its knowledge for you.
Why we like it
- Saved replies shared across all channels
- AI agent answers policy and shipping questions without templates at all
- Store integrations show orders next to each conversation
- Free plan to start
Watch out for
- Fewer template variables and macro actions than Gorgias for large Shopify teams
- AI conversations are billed by volume, so plan for peak months
Gorgias macros can fill in order details and perform actions such as refunds or cancellations in one click, which saves real time for CX teams handling hundreds of tickets a day. It is priced by ticket volume.
Why we like it
- Macros with Shopify variables and actions
- Strong rules to apply macros automatically
Watch out for
- Costs rise with ticket volume
- More than a small store needs
Help Scout's saved replies, customer profiles and shared inbox suit stores where most customers write long emails, and its interface feels like ordinary email for new team members.
Why we like it
- Very easy for new agents
- Good saved reply management and reporting
Watch out for
- Chat and social are secondary
- Store integrations are less deep than e-commerce help desks
Re:amaze combines a help desk, chat and FAQ with Shopify, BigCommerce and WooCommerce integrations, and its response templates can include store data. A sensible choice for small stores on a tight budget.
Why we like it
- Response templates with store variables
- Chat, email and FAQ in one tool
Watch out for
- Smaller ecosystem
- AI less mature than the leaders
Set them up this week
- Day 1: pick the 15–20 situations you see most and adapt the templates above to your policies and tone.
- Day 2: load them as saved replies in your inbox, with short, searchable names.
- Day 3: train your AI agent on the same policies so its answers match your templates.
- Day 4: run through the list with the team and agree when to edit and when to escalate.
For the two biggest template categories, read how to reduce "where is my order?" tickets and how to handle returns and refunds.
Frequently asked questions
How do I make customer service templates sound personal?
Use the customer's name and order details, answer their exact question in the first sentence, and edit at least one line to reflect what they wrote. Avoid stock phrases such as "We apologise for any inconvenience", which customers recognise as copy and paste.
How many saved replies should a store have?
Start with the 15 to 25 situations that cover most of your messages. More than that and agents stop finding the right one. Review them monthly and delete the ones nobody uses.
Should I use the same templates for email and chat?
Use the same content but a different length. Chat replies should be one or two short sentences per message; email can include steps and links. Many tools let you keep both versions under one saved reply.
Can AI write customer service replies for me?
Yes, for factual questions. An AI agent trained on your policies, like Tidio's Lyro, can answer shipping, returns and product questions directly. For complaints, refunds and exceptions, use AI to draft at most, and have a person review and send.