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Customer care · WORKFLOW

Route refund requests to billing

Spot explicit refund requests, label them, raise the priority and leave a note. A person decides the refund; the AI never issues one.

6 stepsticket event triggerAI decision
01 / HOW IT WORKS

See the path before you use it.

TRIGGERNew ticket or customer message
CONDITIONAsking for a refund?
SUPPORTLabel refund
SUPPORTRaise to high
SUPPORTNote for billing
APPROVALUnsure: is this a refund request?
02 / BEFORE YOU PUBLISH

What it needs from you.

Uses the brand's AI (AI > Models).

Opens as an unpublished draft Your credentials stay in your workspace