Workflow · Beginner · 15 min
Refund request handling with an assistant workflow
Handle refund requests with the assistant gathering facts and drafting, while the decision and the action stay with a person.
- ChatGPT
- Claude
- Any assistant
- support
- workflow
Inside this workflow
- When: Any ticket that mentions a refund, a chargeback or 'money back'.
- 1. Extract the ask and the facts
- 2. Classify
- 3. Draft the reply
- 4. Act, then send
- Steps
- 4
- Tools
- Any assistant, Order lookup, Refund policy snippets
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