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Shopify + Stripe + Zendesk Refund Priority Desk

Refund cases ranked by business and customer impact.

Helps support and finance handle refund issues with full context instead of jumping between storefront, billing, and ticket systems.

Best forEcommerceSaaS
Agents8 required
Duration5-10 minutes

Connects commerce, billing, and support context to rank customer-impacting refund cases and prepare owner actions.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Call verslay_recall to retrieve prior refund policy rules, priority thresholds, and resolution time benchmarks stored in memory. Pull all open refund requests and order disputes from Shopify in the past 7 days: extract order ID, customer email, order value, dispute reason, product SKU, and order date. Produce a Shopify dispute manifest as Phase 1 output.

shopify commerce operator
02

Consume Phase 1 dispute manifest. For each Shopify dispute with an associated Stripe payment, pull the Stripe charge record: confirm payment status, chargeback risk score, prior refund history for this customer, and card issuer. Flag high-chargeback-risk cases for escalated handling. Produce a payment-risk overlay per dispute.

stripe revenue operations analyst
02

In parallel with stripe-revenue-operations-analyst, pull all Zendesk tickets related to the Phase 1 dispute list: match by order ID or customer email. Extract ticket history, prior support interactions, and resolution notes. Identify customers with repeat complaints or escalated prior tickets. Produce a ticket-history overlay per dispute.

support scanner
03

Consume Phase 2 payment-risk overlay and ticket-history overlay. For each dispute, classify by resolution path: auto-approve refund (policy-compliant + low-chargeback-risk), manual review (high value or prior abuse), or reject with explanation. Assign priority tier and SLA based on order value, chargeback risk, and customer tenure. Produce a prioritized resolution queue.

ticket classifier
03

In parallel with ticket-classifier, analyze the dispute reason text from Phase 1 and any Zendesk ticket notes from Phase 2 to score customer frustration level. Identify language patterns suggesting social media escalation risk (e.g., 'I'll dispute this publicly'). Flag high-escalation-risk cases for VIP treatment.

sentiment analyst
04

Consume Phase 3 resolution queue and sentiment analysis. Calculate total refund value at risk by tier, average dispute resolution time trend, and repeat-dispute customer rate. Call verslay_chart_create to generate a dispute priority breakdown chart and a refund volume time-series. Produce a dispute operations data package.

data analyst
05

For each dispute case in the Phase 3 resolution queue, draft a customer response email: acknowledge the dispute, state the resolution decision with rationale, provide refund timeline for approved cases, or explain the rejection with policy citation. For escalation-risk cases, offer a proactive resolution with a goodwill gesture. Produce ready-to-send response email drafts.

email writer
06

Receive response email drafts and resolution queue from Phases 4 and 5. Send approved refund instructions to Stripe and Shopify. Send customer response emails. Deliver the dispute operations summary and charts to the finance and CS leads. Call verslay_memorize to store updated refund policy outcomes, risk patterns, and resolution benchmarks in memory. Confirm all actions.

distributor

Required Agents

8
  • shopify-commerce-operator
  • stripe-revenue-operations-analyst
  • support-scanner
  • ticket-classifier
  • sentiment-analyst
  • data-analyst
  • email-writer
  • distributor

Connections

Required

shopifystripezendesk

What it does

  • Order/payment/ticket matching
  • Refund priority scoring
  • Customer impact summary
  • Owner action queue
  • Finance/support handoff

Example prompt

Prioritize refund-related Zendesk tickets using Shopify order value and Stripe payment/refund status. Include owner actions.

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