Support and operations teams process refunds and returns faster by automatically detecting these requests, attaching order details, and routing them through the right approval path.
What's Included
- Request detection: AI spots refund and return language in incoming tickets.
- Order lookup: Pulls the relevant order and customer details into the ticket.
- Approval routing: Sends each request to the correct reviewer based on amount or policy.
- Resolution log: Records outcomes in a Taskade project for finance reconciliation.
How To Use
- Connect your store, payment, and support tools via Taskade integrations.
- Map refund thresholds to the right approvers in the automation settings.
- Let the AI agent classify requests and gather order context.
- Approve or decline from your queue and watch the log update.
Combine it with approval flows on /automate and browse more on customer support automations.