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Billing and account inquiries·live·5-turn average·can escalate

Refund request intake

What it does

Collects structured refund-request information from the customer — invoice ID, reason category, amount in dispute, evidence — and produces a handoff packet for human review.

When to use it

Use this when your client wants AI-handled intake but human-decided eligibility. Common in B2B SaaS where refund logic involves contract terms.

What it doesn't do

The workflow does not check refund policy or process refunds. It gathers the information and stops. Eligibility is decided by a human or a separate policy workflow.

§ live preview
live preview·Refund request intake
harness
  1. intake
  2. collect
  3. confirm
  4. handoff
Press play to step through the conversation.
§ connect
mcp url

Provisioning the MCP URL for Refund request intake is part of Pro.

Free accounts can read the YAML, run the Live Preview, and provision one starter URL. Pro provisions URLs for the whole catalog.

Subscribe to Pro — $19/month
§ source

Open YAML. Read it before you subscribe.

source·refund-request-intake.yaml
1# refund-request-intake.yaml
2name: refund-request-intake
3version: 1.0.0
4category: billing
5description: Collects refund-request information for human review.
6 
7inputs:
8  - name: customer_id
9    type: string
10    required: true
11 
12required_fields:
13  - invoice_id
14  - reason_category
15  - amount_in_dispute
16  - evidence_summary
17 
18reason_categories:
19  - duplicate_charge
20  - service_unavailable
21  - billing_error
22  - dissatisfaction
23  - other
24 
25harness:
26  - step: intake
27  - step: collect
28    fields: <required_fields>
29    one_field_per_turn: true
30  - step: confirm
31    show_summary: true
32  - step: handoff
33    emit:
34      packet: refund_request
35      decision_required: human
36 
37outputs:
38  - refund_request_packet
39 
§ personalization

Need refund request intaketuned to one client’s voice, escalation logic, and required fields? That’s a $99 personalization.

One-shot fee. Turnaround stated up front. The result is yours, with the deterministic harness already wired.

Request personalization
§ related in billing and account inquiries