Quick Start

The shortest path from a fresh install to your first proposal.

1. Pick an AI provider. Go to Settings > Connectors in WordPress and add credentials for a provider. This step is optional but needed for the AI features.
2. Set a spend cap. Open WooCommerce > Resolution Desk > Settings > AI & privacy. The default monthly spend cap is 20 USD and the default monthly request cap is 2,000. Lower them if you like.
3. Set your return policy. Under Settings > Policy, set the return window, eligible order statuses and your reasons. Or use Read my policy page, choose your policy page, and tick the rules you agree with.
4. Add the portal. Create a page called “Order help” and add the [leet_resolution_desk] shortcode. Exclude the page from page caching.
5. Send yourself a test request. On the page, look up one of your own orders by order number and billing email, and submit a return request.
6. Review the proposal. Open WooCommerce > Resolution Desk > Queue, open the item, read the diff and the policy clauses, and approve, edit then approve, or reject.
7. Check the log. Open the Activity log tab to see every step recorded.