Standard operating procedure

Standard operating procedure (SOP)

E-commerce

A standard operating procedure (SOP) is a written, step-by-step guide to a recurring task, so anyone, or any AI agent, does it the same way every time.

What is Standard operating procedure?

SOPs turn the know-how in your best people's heads into instructions others can follow: how to handle a damaged-item claim, how to process a wholesale order, how to close the month. A good SOP says when it applies, the steps in order, the information each step needs, the exceptions and when to ask someone. Short and specific beats long and general. SOPs and AI agents: an SOP written for a new hire is also a strong brief for an agent. In AI products it is often called an AI playbook. Concierge playbooks let you write a method once and choose which agents follow it; a playbook guides the work but never grants extra permissions.

Example

For example, a store's SOP for damaged items says: ask for a photo, check the order date is within 30 days, offer a replacement first, and if the customer wants a refund, open a return for a teammate to approve.

Why Standard operating procedure Matters

Written procedures make work consistent and make it possible to hand tasks to new teammates and AI agents without retraining each time.

Standard operating procedure FAQ

Is an SOP the same as an AI playbook?

Very close. An AI playbook is an SOP written for an AI agent: when it applies, the steps to follow and when to involve a person.

How long should an SOP be?

As short as it can be while covering the steps and exceptions. If it runs to many pages, split it into separate procedures.

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