Support inbox with refund approvals
Handles a support inbox but has to ask before any refund. Built after the agent once refunded a customer on its own.
What it does
- Reads and sorts support emails
- Drafts replies
- Prepares refund requests with the facts
Your approval boundaries
Approval requiredThese actions always wait for your yes:
- Issuing any refund
- Sending the reply
You decide what happens next.
More about this workflow
This setup is for support leads and small teams who answer customers every day. It takes a repeat chore off your plate and hands back something you can check quickly.
First, it reads and sorts support emails. Next, it drafts replies. Finally, it prepares refund requests with the facts. It works with your help desk and payments, each on its own login with limited access.
You get the prep work done and waiting for you. The agent stops and asks for your yes before issuing any refund and sending the reply, and says plainly if a step cannot be undone.
“refunded a customer without asking me”
Explore required tools and model recommendations
Tools and access
Zendesk
Handles the help desk part of this job. Grant a limited agent seat that writes internal notes.
API required: Yes. Needs an API token or OAuth client created by a Zendesk admin.
Stripe
Handles the payments part of this job. Grant a restricted read-only key.
API required: Yes. Needs an API key. Stripe offers restricted keys that limit what a key can do.
Official links only. Not sponsored, no affiliate links.
Model recommendations
Best pick
Claude Sonnet 5.5
Writes careful replies and reads long ticket threads.
$2 per million input tokens, $10 per million output tokens.
Anthropic docs as of October 11, 2026
Cheaper backup
Claude Haiku 5.5
Made for sorting and routing at high volume.
From $0.10 per million input tokens and from $0.50 per million output tokens.
Anthropic docs as of October 11, 2026
Our own picks. Not sponsored, no affiliate links.
Build your prompt
Add your details, then copy the prompt into your tool.
2Your prompt
3 of 3 still emptyYour answers stay in this browser only.
Run your workflow
Connect your tools with only the access this setup needs, then follow these steps.
Steps
Do these in order. Test on old data before it touches live work.
- 1Connect Zendesk with its own login, not yours. Grant a limited agent seat that writes internal notes.
- 2Connect Stripe with its own login, not yours. Grant a restricted read-only key.
- 3Paste the prompt where your harness takes instructions. See the note under the Copy button.
- 4Do a dry run on old or test data first. Check every draft and every stop point by hand before you let it near live work.
- 5Read its log after the first real run. Only widen access once a week of runs looks clean.
Safeguards and trust score
The score describes this example setup’s access, approval boundaries, ability to undo changes, and scope.
Can draft things that send or spend, so it sits close to risky actions.
Waits for a yes on: issuing any refund, sending the reply.
Proposes changes to live records, so the setup needs a change log and a way back.
Runs on its own login across 2 tools. Fewer connections means a smaller blast radius.
How to raise it
- Access: Take away its ability to send, post or spend. Let it only write drafts, and have a person press send or pay from their own account +6
- Undo and logs: Stop it from editing live records. Have it write the change as a proposal you apply, and keep a log of every change with a way to roll it back +3
- Scope: Run it on one tool only, with its own login that can see just what this job needs +2
Do all of these to reach 91, up from 80.
Want help getting there? Get an AI Trust Audit from Pixeldesigns
Reviewed by Trustcase (example setup). How scoring works
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[](https://trustcase.dev/use-cases/support-inbox-with-refund-approvals)<a href="https://trustcase.dev/use-cases/support-inbox-with-refund-approvals"><img src="https://trustcase.dev/badge/support-inbox-with-refund-approvals.svg" alt="Trustcase trust score for Support inbox with refund approvals" height="20"></a>More support workflows
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