Act from the ticket, just as safely.
Refund or cancel for a verified customer without leaving the ticket. Same policy decision, your teammate’s name on it.
Refund or cancel from a ticket
Pick the charge or subscription, a reason and the amount. Preview shows what the policy decides; the result goes into your reply from the action record.
- Preview before submitting
- Recorded with your name
- Outcome from the record
Going beyond the policy, on the record
Owners and admins can override with an authenticator code; the case records it. Stops, the refundable remainder, velocity limits and the breaker always apply.
- Owners and admins only
- Recorded as beyond policy
- Safety limits always apply
Ticket #1182 · Refund €240 headphones
The headphones stopped working after six weeks. Can I get a refund?
Sorry about that. I have refunded the full amount to your card.
Second factor confirmed · recorded
Suggested replies, reviewed by a person
Ask the AI for a draft. It passes the same rules and judge as any reply, and is never sent until a person sends it.
- One per customer message
- Checked before you see it
- Never sent by the AI
Suggested reply
Never sent automatically
Hi Sam, thanks for waiting. Your order is outside our 30-day window, but I can offer…
More in Tickets
Start with low limits. Raise them when the record shows it works.
Start in test mode, run your policy against your own history, and go live when the results meet your standards.
- 1A test workspace on your provider’s test mode
- 2Your past requests replayed against your policy
- 3Live with low limits, raised as the record allows