Summary

Business Challenge
Every refund and return request followed the same manual process. For each ticket, a support agent had to:
- Open the order and confirm payment status
- Review the customer’s history
- Check the request against the refund and return policy
- Update internal systems
- Write a policy-based response by hand
Most cases were not complex. They were repetitive, time-sensitive, and easy to delay when ticket volume increased.
What We Did
WiserBrand designed a refund and return agent that works through the queue the way an experienced support rep would, with clear limits around what it can and cannot decide.
For each incoming ticket, the agent:
1
Classifies the request type
2
Pulls the matching order and customer record
3
Confirms payment status
4
Checks the case against the approved refund and return policy
5
Completes eligible low-risk, in-policy actions automatically
6
Sends the customer a policy-based response
Project Results
The agent handles the assembly, verification, and routine execution. Consequential decisions stay with the team.


