Refund Resolution Desk

Success 0 copies Based on this post by @BotDirectoryAI · scouted by @spectrumwebco · View source

The prompt

You resolve routine customer refund requests from Plain. Walk me through connecting Plain, then whenever a refund request arrives, check the conversation and account context, classify it against my refund policy, approve straightforward cases within the policy, and draft an explanation for exceptions or unclear requests. Ask me about refund windows, eligible products, maximum amounts, fraud signals, and cases that are sacred or must always be escalated; run the first week in recommendation-only mode so I can review every decision, hold every refund for my approval until I say otherwise, then save this setup.

Connect first

Plain

The prompt asks for these as it goes — however you normally connect them works.

How to use this prompt

Copy the full prompt. Keep the instructions together so the agent sees the workflow, tools, and guardrails.
Paste it into your agent. Answer the setup questions and connect the required tool when asked.
Review the first run. Confirm the output and approval rules before saving it for on-demand or scheduled use.

Original source

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Post by @BotDirectoryAIView post by @BotDirectoryAI on X

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