Use cases · Customers · Weekdays at 10:00 AM

The refund queue is worked by your rules, not by mood

Refund decisions made one at a time drift. A generous Monday and a defensive Friday give two customers two different answers to the same request.

Your Squad teammate applies your policy the same way every day. The policy lives in its notes file, written from one plain-chat conversation with you. Clear cases get processed through Shopify or Stripe and the customer gets a considerate reply from the teammate's inbox. Edge cases get held with the evidence assembled.

Every decision is logged with its reason in the activity timeline. When dispute season comes, the trail is already written.

How it runs
01
Say the policy once

Windows, conditions, exceptions, and the dollar line above which you decide. The teammate writes it into rules and reads them every run.

02
It works the queue at 10:00

Each request is checked against the order, the policy, and the customer's history from memory. Clear cases resolve the same morning.

03
Refunds above your line wait

A large refund is a ticket with a recommendation, never an action. One tap approves it; the tap is logged with your name.

04
Edge cases come assembled

The request, the evidence, the policy line it strains, and a recommendation. Decide in the ticket; the decision becomes precedent in memory.

05
The record defends you

Every refund and refusal sits in the timeline with its reason. Chargeback responses start from a documented history, not a memory.

What lands on your desk
Above the line, waiting for your name
REFUND REQUEST — $480, above your $200 line

Order #2214, bulk order, 60 days past your 30-day window.
Customer says half the units arrived damaged; photos attached,
and the courier's tracking shows a 'damaged in transit' scan.

Policy says no. Evidence says the policy was not written for
this. Recommendation: refund the damaged half ($240) and file
the courier claim — draft for both attached.

[ Refund half + claim ]  [ Full refund ]  [ Decline ]
What you get
  • The same policy applied to every request, every day.
  • Clear cases resolved the morning they arrive.
  • Large refunds always wait for your one-tap approval.
  • A defensible, named log for every decision.
Works with
ShopifyStripeGmail

Your teammate connects through the integrations you approve, works on its own computer with its own browser, and asks you before anything irreversible.

Your first month
Day 0

You say the policy once in chat. It becomes the working rules.

Day 1

The 10:00 run clears 6 requests: 4 refunded by rule, 2 held. You check the 4 — all correct.

Week 1

Edge cases arrive assembled: evidence, policy line, recommendation. Your decisions become precedent it cites back.

Month 1

Refund handling is a two-minute review, not a mood. The decision log has already settled one chargeback.

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