Benefits
Time-Saving Automation
Let AI handle repetitive tasks like cancellations and refunds, eliminating the need to switch between platforms or manually process these actions. This automation allows Agents to focus on resolving more complex Customer inquiries faster.
Enhanced Agent Productivity
Centralized tools and AI-driven workflows reduce the burden of routine tasks, enabling Agents to dedicate more time to meaningful Customer interactions, boosting both efficiency and satisfaction.
Improved Accuracy and Compliance
AI-driven processes adhere to pre-defined guardrails for refunds and cancellations, minimizing human error, ensuring consistent operations, and maintaining compliance with policies.
Superior Customer Experience
AI delivers instant resolutions for routine tasks like cancellations and refunds, offering faster, seamless, and personalized support. Customers benefit from a smoother experience that saves time and builds trust and loyalty.
Available Actions
Lookup Customer
Detailed Customer Data
id
company
customer group id
date created
date modified
email
first name
last name
notes
orders (see Detailed Order Data below)
phone
Detailed Order Data
id
base handling cost
base shipping cost
billing address
currency code
customer id
date created
date modified
date shipped
external order id
geoip country
payment status
refunded amount
staff notes
status
status id
total incl. tax
products:
id
refunded status
name
order address id
order id
price incl. tax
product id
quantity
quantity refunded
quantity shipped
sku
type
total incl. tax
wrapping cost incl. tax
shipments:
id
customer id
date created
tracking link
items: includes products, defined above
order id
shipping address
shipping method
shipping provider
tracking carrier
tracking number
tracking link
transactions:
id
amount
currency
date created
event type
gateway
order id
status
Create Refund Quote
Detailed Quote Data
adjustment
is tax included?
order level refund amount
refund methods:
amount
offline
offline provider
offline reason
payment provider id
provider description
rounding
total refund amount
total refund tax amount
Provides a Refund Quote, and ensures accuracy before initiating a Refund
Refund Order
Initiates a Refund for the specified Order
Cancel Order
Cancels an Order
Example Use Cases
A Customer contacts support asking for details about an item they ordered last month. Sidekick looks up the Customer’s orders, identifies the Order the Customer is looking for by clarifying the date, and provides the Customer information about the product they are referencing.
A Customer wants a refund for an order due to a sizing issue. Sidekick generates a quote from Big Commerce, ensuring a refund can be processed and providing the Customer with details about the prospective Refund. Sidekick confirms with the Customer that they would like to initiate a Refund, processes the Refund for the Customer, and gives the Customer information about their Refund.
Contact Gladly Support to add this App to your Gladly instance! Please note that you need a developer resource to complete this installation.