Refund & Return Agent
Checks order history against your refund policy, issues or declines, and updates the customer. Exceptions come to you.
A workflow template for a scoped build. Integrations, permissions and outcomes are confirmed with your team; this page is not a claim of an already deployed client system.
The work it handles
Refund and return requests are checked against your policy and order history — approved, declined or escalated with a customer update already written.
Return requests arrive all day and each one needs a policy check, order lookup and a careful reply. Agents copy order numbers between tabs, misapply window rules and either over-refund or leave customers waiting.
How it works
The agent reads the return reason, pulls the full order and customer history from Shopify, applies your refund policy rules, then issues or declines — or routes edge cases to you with the full picture attached.
- Return request received — Helpdesk · self-serve portal
- Pull order & history — Shopify · prior refunds checked
- Apply refund policy — Window · condition · exceptions
- Issue or decline — Shopify refund · customer notified
- Damaged item dispute — Escalated with photos attached
What it can deliver
- Refund actions
- Customer replies
- Escalation tickets
- Policy audit log
Potential integrations
Shopify · Gorgias · Zendesk · Recharge · Loop Returns
Access and support are confirmed during scoping. Consequential actions follow the agreed approval rules.
Ownership and operation
Enterprise builds include the agreed code and documentation in your environment. Your team can operate the system, or scope ongoing 187N support.
Review security and data flows ↗Related workflows
Your next operating asset