AI workflows for returns, refunds and warranty.

Deciding returns, refunds, complaints and warranty requests under the policy, and keeping the waiting ones moving.

Who does this work

  • Returns coordinator
  • Warranty administrator
  • Customer care specialist

2 workflow templates ready to adapt, and 4 workflows identified.

Updated

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Examples of the workflows identified
  1. Handle a complaint or refund request under policy
  2. Log a warranty request against the closeout fileIllustrative
  3. Prepare a return request for a decisionIllustrative
  4. Review returns waiting too longIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Handle a complaint or refund request under policyMatches a complaint or refund request to the order and the policy, works out any amount for a named person to approve, and drafts the reply.Workflow template
Log a warranty request against the closeout fileA service case linking a reported issue to the warranty documents, previous repairs and responsible contact.Illustrative · not built yet
Prepare a return request for a decisionMatches a return request to the delivered order lines, quantities and reasons and lists the missing details and policy questions before anyone decides.Illustrative · not built yet
Review returns waiting too longLists open returns and refunds past the agreed standard with waiting times, last completed step and who must act next.Illustrative · not built yet

Workflow templates

Complaint and refund request handlingA customer complains or asks for money back, and whoever handles it gets your policy's answer: the order matched, each condition checked, the amount worked out, any refund set out for a named person to approve, and a reply ready to edit and send.Workflow templateReturned unit review briefWhen a failed-unit report or return request arrives, the service coordinator gets one brief tying the customer's report to each unit's shipment record, serial and recorded configuration, with unmatched serials and missing evidence listed. It names no cause.Workflow template

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Where to go next

All of customer serviceThe broader area this belongs to, with its workflows.All of customer support and serviceEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Also within customer service

Other areas of customer support and service