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Retail CX AI strategy for the holidays

by | Oct 2, 2026 | Blog, Retail

‘Tis the season for WISMO! How the top retail brands prepare their CX strategy to enhance the customer experience during holiday peaks and drive revenue. Read the guide for CX AI data trends driving holiday call volume and the AI guardrails, efficiencies, and capabilities that lead to success. The best retail conversational AI partner will integrate with Shopify, absorb call volume, and drive revenue.

Retail CX Guide ยท Holiday 2026
Flip

Ready for the Rush: Flipโ€™s Retail CX Guide to Holiday Call Volume

The top 5 call volume drivers and what the data tells us about the holiday volume trends. Flip is conversational AI built for retail that integrates with your existing tech stack.

+71%
Call volume spike December vs. September
Nov 1
When call volume begins increasing
+4x
WISMO calls at peak week 
+49%
Median brand lift when a promo code is mentioned
+3x
Buy Online Pick Up In Store requests

Key Takeaways

  • Call volume for retail brands surges up to 6x during peak weeks with a second wave of returns & exchanges in January.
  • The holiday shopping window is starting earlier. Call volume begins increasing November 1 and “Peak Week” is December 15-21. 
  • WISMO and Returns are the dominant holiday call drivers. Brands that proactively set shipping expectations and automate return flows will absorb the most volume.
  • Buy Online Pick Up in Store calls rose 3x, nearly twice the overall holiday increase. Last minute shoppers drove the increase. 39% of the volume occurs in 8 days: December 17โ€“24
  • Order By Phone automation is quickly becoming a top priority for retail brands as the holiday season approaches, creating ease for customers and driving revenue for brands.
  • More promotion goes with a bigger spike. There is a +14% median brand lift in call volume during the holidays, but brands whose calls mention promo codes have a median lift of +49%.
  • A CX AI partner is critical infrastructure for handling holiday volume.
  • Revenue opportunity: With automated Order Saves and Redirects, BOPIS, and Order by Phone, the right CX AI partner not only increases efficiency but drives revenue.
Key to success โ†’ Retail clients see call volume start to increase November 1st. Start preparing for the holiday season early. Troubleshoot, insert guardrails, and anticipate customer needs and concerns early.
Retail Brands: Holiday Call Volume Spike While Automation Rates Hold Steady

In December, call volume was 71% above September. Over the same stretch: automation rate held steady, CSAT held steady, and AI agent call handle time actually went down. Flip can not only absorb additional holiday call volume, but handle it with ease, working through long call queues effectively while maintaining a positive experience for the customer.

1

WISMO (Where’s My Order?)

Shoppers flood phone lines pressured by hard holiday deadlines, while seasonal weather amps up Delivery Missing and Delivery Running Late calls. Together, these create massive volume spikes that can overwhelm human agents.

How Flip handles it:

  • Automates 75%+ of WISMO calls with zero human intervention
  • Auto-escalates genuine problem orders beyond fulfillment windows
  • Offers to send tracking page via SMS
  • Strategizes additional messaging that communicates weather delays to ease customer concerns
  • Sends personalized follow up messages such as SMS subscriber opt-ins thanks to integrations with platforms like Attentive, Klaviyo, and Postscript
Key to success โ†’ Brands that add proactive WISMO messaging (โ€œorders may take up to 3 business days to processโ€) to set expectations will reduce inbound volume and customer discontent.
2

Returns & Exchanges

A wave of return and exchange requests drive a post-holiday volume surge from January through February. This second wave rivals the pre-holiday rush.

How Flip handles it:

  • Starts returns via API with Loop, Happy Returns, Narvar
  • Offers automated save attempts to prevent returns, including automatic price adjustments, free exchanges, or instant credit instead
  • Shares return/refund status in real time
  • Collects return reasons for CX insights
  • Offers strategy to ease volume: planned extended holiday return windows, personalized additional messaging, and new, holiday-specific return workflows for easier tracking on the backend.
Key to success โ†’ Brands that configure extended holiday return windows & communicate them early will match customer expectations and ease volume.
Intent volume through the season, retail calls
3

Order Modifications & Cancellations

Gifting inherently creates more order change and cancellation requests than any other time of year.

How Flip handles it:

  • Integrates with leading 3PLs such as ShipStation, BlueBox, ShipBop, and 50+ others for real-time delivery details and modification syncing. This ensures real-time updates to customers and prevents shipments of cancelled or incorrect orders.
  • Cancels or modifies orders via API (Shopify, Salesforce)
  • Offers automated retention saves:โ€“ Propose edit instead of cancelโ€“ Propose free exchanges insteadโ€“ Offer discount code, price adjustment, or instant credit to keep order as-is
  • Configures cancellation windows with varied handling
  • Collects cancellation reasons for CX insights
Key to success โ†’ Treat AI automation as a revenue driver and customer retention tool. It can resolve order issues to save your CX team time and allow them to focus on higher-value, complex, or more nuanced interactions.
4

Order by Phone & Product Info

Order by phone automation is quickly becoming a top priority for retail brands. It creates ease for customers and drives revenue for brands. Order by phone calls from November 1 to January 1 averaged 42% above the baseline. 

More promotions and coupon codes coincide with a bigger spike in call volume. There is a +14% median brand lift in call volume during the holidays, but brands whose calls mention promo codes have a median lift of +49%

How Flip handles it:

  • Builds the order on the call: confirms the product, variant, size and supply count, creates an invoice, then texts or emails the checkout link.
  • Stays PCI compliant. Card details are entered on the checkout link, never read out on the call.
  • Integrates with Shopify for checkout and account matching. When Flip matches the caller to a Shopify account, their details are pre-filled and the caller can use their normal payment method and sees an order summary before paying. Abandoned-cart emails fire if they don’t finish.
  • Saves unmatched callers. Draft order keeps their phone number so an agent can follow up.
  • Starts Subscriptions and one-off orders, then offers to ship their next order now or add an item to the subscription.
  • Adds brand-specific settings, like custom messages to advertise discounted products
Key to success โ†’ If your brand uses Shopify, clean up the Shopify catalog, turn on account matching, and load holiday promos into the flow. Call volume starts rising around Nov 1.
5

Buy Online Pick Up In Store

For all retail brands, Buy Online Pick Up in Store rose 3x from October to December, nearly twice the overall holiday volume increase. The last minute window drove it: December 17โ€“24 was 39% of the month’s store pickup calls in 8 days.

Pickup calls vs. all ecommerce calls

How Flip handles it:

  • Keeps it automated: Flipโ€™s AI agent can resolve Buy Online, Pick Up In Store requests. No need to route it to a live person.
  • Offers order status updates. During “where’s my order” calls, Flip can read BOPIS statuses โ€“ cancelled, processing, ready for pickup, and picked up โ€“ and tell the caller if there is an update. This also includes orders that are part pickup, part shipped.
  • Recognizes “How do I buy it for pickup?” calls, then walks the caller through choosing in-store pickup online and offers to text the steps. Each client can switch on extra details, like a reminder email and if they need to bring an ID for pickup.
  • Initiates store stock checks. Flip can answer stock questions per store where the client’s data allows.
Key to success โ†’ Flip can automate all BOPIS calls to absorb the last minute volume spike. Strategize with your Flip team to sync store inventory data.

Holiday Readiness Features

Flip offers three configurable features specifically designed for peak season.

Feature
What It Does
Start-of-Call Promotions
Messages about busy agents, extended fulfillment windows, or holiday offers
Holiday Hours
After Hours handling with 24/7 support during peak
Holiday Returns Windows
Extended return policies for BFCM purchases. Strategic planning to increase messaging to ease customer concern.

What’s New This Holiday Season

These new features are perfect additions to enhance holiday readiness.

Feature
What It Does
SMS & Email
Through Your Helpdesk

Flip can now send SMS and email directly through the helpdesk platforms you already use. Every follow-up lands in the same thread your agents already work in.

Supported platforms: Gladly, Kustomer, Zendesk, Gorgias and Salesforce are all live.

Multi-Order
Handling & Returns

Callers can now move between orders and returns more naturally in a single conversation. Fewer callbacks and fewer transfers when one customer has more than one thing going on.

Multi-order support: callers can ask about a second order in the same call without starting over. Flip confirms the right order before acting.

Happy Returns support: accounts using Happy Returns can hand callers a direct deep link to start a return.

Expanded Language
Support

Flip’s language configuration was consolidated and extended to cover more of your caller base:

Additional languages: Brazilian Portuguese (pt-BR), Portuguese, Italian

Consolidated settings: all language configuration lives in one unified table, making future rollouts faster.

The Revenue Impact

AI Automation has moved beyond a critical holiday volume management strategy and into a revenue driver. With automated order saves and redirects, Buy Online Pick Up In Store, and Order by Phone capabilities, the increase in call volume presents an opportunity for untapped revenue increase. Automation capabilities ensure phone and chat lines are available 24/7, while previous additional hiring can be reduced from the budget.

Flip works with hundreds of retail clients. Our deep industry expertise ensures these high-pressure workflows are already tested and successfully deployed. That means more resolutions and more order conversions. Plus, happy customers = more spending.

Schedule a demo to learn more. See how your CX team can drive revenue with Flip during the holiday season.

Frequently Asked Questions

What is WISMO and when does it spike?

WISMO stands for “Where’s My Order?” and refers to calls from customers checking on their delivery status. It is the #1 call reason for retail brands year-round, and it spikes sharply in the weeks after BFCM as shoppers face hard holiday delivery deadlines.

How much of WISMO call volume can Flip automate?

Flip automates more than 75% of WISMO calls with zero human intervention. It integrates with 50+ 3PL providers to deliver real-time tracking details and deflects callers to a tracking page via SMS when appropriate.

When do returns and exchanges peak for retail brands?

Returns and exchanges peak from January through February, as holiday gifts get exchanged or returned. This second wave of call volume can rival the pre-holiday rush, making it one of the most demanding periods of the year for CX teams.

Why do order modifications and cancellations increase during the holidays?

The gifting nature of holiday shopping means that shoppers frequently need to edit or cancel orders after purchase, more so than at any other time of year. Flip handles this automatically via API integrations with Shopify and Salesforce, and its retention saves can drive up to a 20% increase in customer LTV.

What holiday readiness features does Flip offer?

Flip suggests four main adjustments for peak season: Start-of-Call Promotions, Holiday Hours for 24/7 after-hours support, Holiday Returns Windows that extend return policies for BFCM purchases, and Quick & Effective Weather Notifications. Flipโ€™s client success team will strategize additional features based on the brandโ€™s specific needs. Brands are encouraged to troubleshoot workflows and insert guardrails before the season begins.

What is new in Flip’s platform this holiday season?

Flip has released three new capabilities: SMS and Email Through Your Helpdesk (live on Gladly, Kustomer, Zendesk, Gorgias, and Salesforce), enhanced Order Handling and Returns that lets callers manage multiple orders in a single conversation, and Expanded Language Support adding Brazilian Portuguese, Portuguese, and Italian.

Does increasing call automation actually increase revenue?

Yes. AI automation has moved beyond a cost-reduction tool and become a direct revenue driver. More automated resolutions lead to more order conversions, and customers who have smooth service experiences spend more over time.

Is there a direct link between automation rate and revenue for retail brands?

Flip’s work with hundreds of retail clients shows a direct correlation: increase automation and you increase revenue. Features like automated retention saves, which offer discounts or exchanges instead of cancellations, can lift customer LTV by up to 20%.

Flip

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