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Agent template

Return & Refund Agent

Handle returns without a human or a form

ShopifyWooCommerceWhatsApp
Install this template — freeBrowse all templates

What is the Return & Refund Agent?

The Return & Refund Agent lets shoppers start a return in chat. It verifies the order via email or order number, checks your return window and policy, generates a prepaid label (Shopify/ShipStation), and updates the customer when the refund is issued. Zero forms, zero tickets.

Use this template when

  • Returns are 15%+ of orders and draining your support time
  • Your policy is easy to explain but hard for customers to find
  • You want to retain customers with store credit offers

Example conversation

I want to return the dress from order #4821.
Got it. Your order is within the 30-day window. Would you like a refund, exchange, or store credit (+10% bonus)?
Store credit.
Done! Here is your prepaid label and $88 in store credit is added to your account. Drop the package at any FedEx location.

How to install (4 steps)

  1. 1

    Connect returns

    Link Shopify Returns or WooCommerce refund flow.

  2. 2

    Upload policy

    Paste your policy text; the agent grounds every answer in it.

  3. 3

    Enable store credit

    Offer a bonus to convert refunds into credit.

  4. 4

    Go live

    Shoppers can start a return from the chat or WhatsApp.

Expected results

95% automated returns
Primary metric
30% convert to store credit
Secondary metric

Connects with

Shopify Returns APIShipStationWooCommerce RefundsStripe

Related templates

Subscription Management Agent

Reduce subscription churn without a retention team

15–25% churn reduction

Warranty & Replacement Agent

Handle warranty claims without a ticket

80% automated claims

Every unanswered question at 10 PM is a sale that went to someone else.

AI resolves 67% instantly. The rest? You handle on WhatsApp — from your phone. No dashboards. No laptops. No missed sales.

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Free to set up. Add credits or a plan when you're ready to go live.