Ecommerce refund and returns agent with approval

Refund requests are repetitive, rule-based and risky: refund too easily and you lose money, refuse wrongly and you lose the customer. This template does the policy work and leaves the decision to a person. Your store, helpdesk or an automation tool posts each request to the flow, an AI agent compares it with your refund and returns policy (including the return window and the dates), and recommends one of five outcomes: full refund, partial refund, exchange or store credit, decline, or manual review.

A person then sees a plain briefing in the Approvals inbox: what was asked, which policy rule applies, the recommended amount, risk flags such as "outside return window" or "high value", and the exact WhatsApp message the customer would receive. Approve to proceed, or reject with feedback and the agent revises (up to two rounds). Nothing is refunded and nobody is contacted before approval.

On approval, if the outcome moves money, the flow posts the approved request to a refund endpoint that you provide (for example a small Shopify or WooCommerce admin script, or an automation webhook that notifies finance). Cadrix never touches your payment provider directly, and the customer is only told once that call succeeds.

Plan about 40 minutes. Expect to spend most of it on your refund policy document and on the endpoint that executes refunds. The webhook is secured with a token header and replies to your store immediately, so checkout or helpdesk systems are never left waiting.