Efficiently identifying refund-related conversations is essential for managing customer inquiries. You have the flexibility to either use our predefined template or tailor your own refund rule to streamline this process.
By doing so, you can swiftly assign these inquiries to the appropriate team, mark them as urgent, and apply relevant tags. This automation not only helps minimize losses but also enhances overall efficiency in handling refund requests.
Follow the steps below to establish an automation rule for identifying refunds:
