Every financial action passes through a rules engine you control. Change a limit, the agent changes behavior — instantly.
refund_policy: max_per_conversation: 200 max_per_customer_daily: 500 max_per_customer_lifetime: 2000 requires_manager_approval_above: 200 allowed_reasons: [duplicate, fraudulent, requested_by_customer] blocked_for_customers_with_chargebacks: true subscription_policy: allow_downgrade: true allow_cancel: requires_retention_offer require_manager_for_refund_on_cancel: true
Above the threshold? The agent pings your designated Slack channel for approval — responds within 60 seconds or escalates to human handoff. Full audit trail in Stripe metadata plus our admin dashboard.
Yes — with guardrails. Every financial action is governed by a policy engine: max refund amount per conversation, per day, per customer lifetime value. Amounts above threshold require human approval via Slack. Every action is logged, idempotent, and reversible. We have shipped this for regulated finance clients.
Yes. Upgrade, downgrade, pause, cancel, reactivate, change billing cycle, apply coupons, update payment method. The agent validates against your product catalog and tax rules before committing the change.
We integrate with Stripe's Smart Retries and Customer Portal, plus a proactive dunning flow: when a charge fails, the agent reaches out on WhatsApp/email with a one-click payment update link. Recovery rates typically +15–25% vs email-only dunning.
Yes. Creates Stripe Invoices with line items, sends via email or WhatsApp, and answers customer questions about charges by pulling the live invoice PDF. For disputes, it gathers context (screenshots, order history) and prepares a response pack for your finance team.
30-minute scoping call. We walk your current billing ops, draft a policy engine, and scope the first phase.