Approval required
Refund assistant
Prepares refunds and credits for one-click approval.
Support
Support
Prepare refunds for one-click approval
Refund requests are checked against your policy and the order, then wait for a person to approve them.
- refunds approved by a person
- 100%
- less time per refund
- 70%
- refunds outside policy
- 0
The problem
Why teams automate this
Refunds need checking against policy and order data, and a mistake costs real money.
The run
One run, step by step
TriggerRefund request in Zendesk
- 1Read the request
Customer, order, and reason.1s - 2Check the policyWindow, condition, and past refunds.4s
- 3Prepare the refund
Amount and note, ready in Stripe.3s - 4Finance approvesThe refund waits for one click.—
Tools used
- Zendesk
- Stripe
Shopify
Template
Start from this template
Everything in this use case is ready to go as a template. Connect your apps and adjust it in plain language.
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Read Tessellate’s story“During Black Friday our queue used to explode. This year agents resolved the routine tickets in minutes and our team handled the hard ones.”
Lukas BrandtHead of Customer Experience, TessellateMore use cases
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