D2C & eCommerce use case

Returns/Refunds Agent AI Agent

Automate returns eligibility and refund processing across WhatsApp, Web chat, Email while improving refund TAT and reducing RTO/NDR.

Example: Returns/Refunds Agent that checks eligibility, schedules pickups, and tracks refunds.

Channels: WhatsApp · Web chat · Email Outcomes: Reduced RTO/NDR · faster refunds · fewer escalations
Enterprise security
Prebuilt integrations
Go-live in weeks
Omnichannel
Teams

Customer Support, Order Ops, Returns Ops, CX

Entry points

Website widget · Order tracking page · WhatsApp deep link · Email · App chat

Deployment

Secure actions, supervised handoff, and full audit trails.

Who it's for

Built for teams that need speed and control

Customer Support Order Ops Returns Ops CX WhatsApp Web chat Email Website widget Order tracking page WhatsApp deep link Email App chat
What it does

Outcomes-first jobs your buyers care about

Check return eligibility

How: Validates return window and product condition.

Outcome: Faster approvals

Schedule reverse pickup

How: Books pickup with courier.

Outcome: Reduced delays

Track refund status

How: Syncs with payment gateway and OMS.

Outcome: Lower escalations

Handle exceptions

How: Routes damaged or missing items to ops.

Outcome: Consistent policy handling

End-to-end workflow

Step-by-step flow buyers expect to see

  1. 1

    Trigger: return request

    Customer asks for return.

  2. 2

    Eligibility

    Check window and SKU.

  3. 3

    Pickup

    Schedule courier pickup.

  4. 4

    Action

    Initiate refund or replacement.

  5. 5

    Exceptions

    Damaged item review.

  6. 6

    Wrap-up

    Share refund ETA.

Sample conversations

Real scenarios with clear resolution paths

Scenario A: Happy path: refund request WhatsApp

Customer: I want to return order 4412.

Agent: Eligible until 10th. Pickup scheduled tomorrow.

CRM note: Return scheduled for order 4412. Pickup tomorrow.
Scenario B: Edge case: return window closed Web chat

Agent: The return window has expired. I can offer a service ticket.

CRM note: Return window closed; service ticket offered.
Scenario C: Escalation: missing pickup Voice

Customer: Pickup did not arrive.

Agent: I will reschedule and flag to courier.

CRM note: Pickup missed; rescheduled and courier flagged.
Integrations

Systems connected with secure actions

Systems of record

OMS/WMS, Storefront, CRM, Shipping

Service stack

Zendesk, Freshdesk, Knowledge base

Comms

WhatsApp provider, SMS, Email, Web chat

Action tools

Return labels, Refunds, Exchange, Scheduling, Returns portal, Courier scheduling, Payment gateway

Supported methods: API · Webhooks · RPA fallback Data sync: Read + write
Guardrails & controls

Enterprise readiness built in

Role-based access with OTP or SSO for sensitive actions
PII redaction and masked views for IDs and payment details
Policy-locked response blocks for compliance language
Sentiment and risk thresholds that trigger human takeover
Full transcripts, action logs, and disposition codes
QA sampling, scorecards, and prompt/version control
KPIs & measurement

What you will improve

Ticket deflection

Queries resolved without human agents.

AHT

Average handling time per interaction.

RTO/NDR rate

Return-to-origin and non-delivery rate.

Refund TAT

Time from return to refund completion.

Conversion rate

Visitors who place orders.

Repeat purchase

Customers who buy again within 90 days.

CSAT/NPS

Customer satisfaction and loyalty.

Complaint rate

Escalations per 1,000 orders.

Configuration

Flexible to your policies, tone, and tools

Intents and flows
Tone and brand voice
Knowledge sources (FAQs, SOPs, policy docs)
Eligibility and routing rules
Dispositions and tags
Languages and accents (voice)
Business hours, SLAs, and fallback policies
Implementation plan

A phased rollout with clear deliverables

Week 0

Discovery + call listening

  • Workflow map and intent list
  • SOP alignment and compliance notes
  • Success metrics and QA plan
Phase 1

Pilot on 1 channel + 1 workflow

  • Agent prompts and guardrails
  • Test cases and failover scripts
  • Live dashboard with baseline KPIs
Phase 2

Expand intents + integrate systems

  • System actions and data sync
  • Multi-channel coverage
  • Supervisor playbooks
Phase 3

Optimize + scale

  • Continuous QA coaching
  • A/B tested prompts and flows
  • Governance and reporting
FAQs

Buyer objections, answered

How do you handle exceptions?

The agent routes exceptions to a human with full context, suggested next steps, and a clear disposition.

What happens when the agent is unsure?

It asks clarifying questions, consults the approved knowledge base, or escalates based on confidence thresholds.

Can we restrict what it can say or do?

Yes. Guardrails lock sensitive responses and require approvals for authenticated actions.

How are transcripts stored?

Transcripts and action logs are stored with retention controls and audit access.

How does handoff work with our CRM or ticketing?

The agent writes structured notes, tags, and next steps directly into your system of record.

What languages and accents are supported for voice?

Major Indian and global languages with configurable voice and accent options.

See this agent live on your workflow

See the agent live with your data, policies, and channels.

Deploy an AI-supervised agent for your highest-volume workflow.

We consult, design, build, and manage the agent end-to-end.