Refund Save Copilot
Draft refund-save responses using order, billing, and policy context.
Refund Save Copilot Draft refund-save responses using order, billing, and policy context.
Suggests refund alternatives, policy-safe save offers, and agent-ready responses using order, subscription, or billing context.
Prepaid annual refund requests have a save path
The copilot turns order, subscription, and policy context into agent-ready save drafts with the safest offer and evidence for approval.
| Segment | Best offer | Confidence |
|---|---|---|
| Annual prepaid | 2-month credit | High |
| First renewal | Concierge setup | Medium |
| Late delivery | Replacement plus credit | High |
Includes
Zendesk
ConnectorReads tickets, macros, CSAT, escalations, and support history from Zendesk.
Gorgias
ConnectorReads ecommerce support tickets, customer history, and macros from Gorgias.
Gladly
ConnectorReads customer conversations, tasks, and support history from Gladly.
Dixa
ConnectorReads customer support conversations, queues, and handoffs from Dixa.
Shopify
ConnectorAdds order, customer, product, fulfillment, and ecommerce context from Shopify.
Stripe
ConnectorAdds payments, subscriptions, invoices, disputes, and revenue context from Stripe.
Slack
ConnectorReads team channels, standups, escalation threads, and handoff conversations from Slack.
References Google Workspace docs, sheets, calendar events, and Drive files.