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Refund automation

Policy-aware refunds with human approval gates and authenticated refund tools.

Architecture​

Intent/flow → lookup order → condition policy → approval → refund tool (challenge) → complete

Prerequisites​

  • Refund tool with auth required
  • Owner/Admin approvers
  • Policy knowledge in workspace

Installation​

  1. Complete User getting started for the Support (or commerce) workspace.
  2. Connect channels required by this solution.
  3. Register tools / connectors (see links below).
  4. Declare and enable flows; Accept versions after sync.
  5. Run a dry-end-to-end test in a non-production workspace when possible.

Flows​

See order-approval style flows with approval + auth:required tool

Deployment​

  • Production checklist: Production deployment
  • Observe Flow Runs and /api/v1/org/events for event-driven paths

Troubleshooting​

  • No answer / weak citations → knowledge coverage (Knowledge Base)
  • Tool failures → tool logs + SDK webhook health
  • Event flow never starts → namespaced name, Enabled+Valid+Accepted, when predicate (Events)
  • Approval stuck → Owner/Admin role (Approvals)

Learn more​