Refund request for delayed shipment
activeCustomer requested a refund because the order arrived after the event date.
- Template
- customer refund request
- Step
- intake
- Priority
- normal
- Workflow
- pending
work_order.created
Work order created
Duravel
1
Active
0
Waiting
2
Completed
sbarronfnfinancing@gmail.com
Customer Refund Request
thresholdManage refund requests with policy checks, approval thresholds, and a mock refund activity.
Lead Follow-Up
optionalRespond to inbound leads and schedule durable follow-ups.
Appointment Reschedule
optionalCoordinate appointment rescheduling with customer replies and reminders.
Quote Request
requiredDraft, approve, send, and follow up on customer quotes.
Document Collection
optionalRequest, validate, and follow up on missing documents.
AI Lead Follow-Up Rep (LeadDesk)
optionalResponds to inbound leads, qualifies, schedules meetings, and follows up until booked, lost, or stale. Requires Gmail and Google Calendar.
Customer requested a refund because the order arrived after the event date.
work_order.created
Work order created
Verify Temporal workflow approval and completion path.
work_order.completed
Work order completed with audit summary
policy.checked
complete_work_order: allow — within authority
tool.succeeded
Customer response drafted and marked sent
policy.checked
send_customer_response: allow — within authority
Verify Temporal workflow approval and completion path.
work_order.completed
Work order completed with audit summary
tool.succeeded
Customer response drafted and marked sent
tool.succeeded
Mock refund completed
tool.started
Mock refund started