Support guide

WhatsApp and Instagram DM support templates for ecommerce: keep one brand voice everywhere

Short WhatsApp and Instagram DM replies for order questions, returns and delivery problems. Copy and adapt them manually while keeping sensitive order information out of public comments.

Updated 3 October 2026 · CaseKit team

Verify privately, then keep the reply focused

A social handle alone does not prove who placed an order. Use your established private verification process before disclosing shipment details or changing anything. Ask for an order reference and only the minimum additional check you need. Do not request payment-card details, passwords or a full address in public comments.

Use one brand voice across channels

Keep the same factual policy across email and DMs, but shorten the presentation. Acknowledge the question, state the checked fact and give one next step. If the problem needs an investigation, give a real next-update time instead of repeating “soon”. Save a private case record so another agent can continue without asking the same questions.

Channel limits and CaseKit boundaries

These templates do not provide a WhatsApp or Instagram integration. CaseKit does not read those inboxes or manage public comments. Shopify drafts can be reviewed in Shopify Admin; WooCommerce drafts can be reviewed in WordPress. Copy appropriate wording into the channel yourself and check the recipient before sending.

Copy-paste starters

Replace every placeholder, check the condition above each reply and remove any action or estimate that is not verified. These templates do not send messages or perform order actions.

Order verification in DM

Use when: you have not yet matched the sender to an order.

Thanks for contacting us. Please use {official_private_support_process} with your order reference so we can check this securely. Please don’t send passwords or full card details.

Verified tracking update

Use when: the order match and the stated carrier event are confirmed.

I checked order {order_number}. The latest recorded tracking update is {verified_event_and_date}. Tracking: {verified_tracking_link}. {verified_next_step}

Shipping delay

Use when: a delay is verified; do not invent a delivery date.

I’m sorry about the delay with order {order_number}. We have confirmed {verified_delay_detail}. I will update you by {next_update_date}, even if the check is still ongoing.

Refund status

Use when: a successful provider refund is recorded.

The refund of {amount_and_currency} for order {order_number} was recorded on {refund_date} to {payment_method}. {verified_provider_estimate}. Please contact us if it is not visible after that estimate.

Return intake

Use when: eligibility is not yet approved.

I can review your return request for order {order_number}. Please confirm the item and reason through {private_support_channel}. I will explain the available next steps after checking our policy.

Damage evidence

Use when: the request is proportionate and your team can accept an alternative.

I’m sorry the item arrived damaged. Could you share a photo of the affected item and packaging through {private_support_channel}? Cover unrelated personal details. If photos aren’t possible, tell us so we can discuss another check.

Public comment response

Use when: the comment contains no private details that should be repeated.

Thanks for letting us know. Please contact {official_private_support_channel} so we can check your order privately. Please do not post your address or payment details here.

Calm escalation

Use when: the case has actually been assigned for review.

I understand why this is frustrating. {verified_team} is reviewing {specific_issue}. I will update you by {next_update_date} with what we know and the available next step.

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