Description
Refund requests are a perfect opportunity for AI automation, as they are mostly handled by following a predefined policy.
You can configure Parahelp to automate refund requests end-to-end by uploading your refund policy and connecting your tools - like Stripe for customer data, Slack for human approvals, and your ticketing system for customer replies.
This enables the Parahelp customer agent to automatically evaluate eligibility, request human approval when needed, process refunds, and respond to customers - following your policy and using your tools.
Example
Configuration
Tools
Request action approval
Slack
Send action request to Slack with approve/deny buttons for human review.
Retrieve customer data
Stripe
/
API or MCP
Look up customer profile, subscriptions, invoices, and payment history.
Search knowledge
Parahelp
Search help center and internal knowledge snippets.
Process refund
Stripe
/
API or MCP
Process full or prorated refund with deterministic policy checks.
Memory
Refund requests
Use the Parahelp: Search knowledge tool to find relevant refund policy information.
Use the Stripe: Retrieve customer data tool to check the user's subscription data and payment history.
If the user's latest payment was made within the last 14 days and they are located in the EU, use the Slack: Request action approval tool to request refund approval from a human, then use Stripe: Process refund to process it.
If not, use the Ticketing: Reply to ticket tool with the following message template to inform the user that they aren't eligible for the refund: "Unfortunately, since your last payment was more than 14 days ago (outside our refund policy), I'm unable to process a refund for it. Let me know if I can help with anything else!"
Simulation
Example
Configuration
Tools
Request action approval
Slack
Send action request to Slack with approve/deny buttons for human review.
Retrieve customer data
Stripe
/
API or MCP
Look up customer profile, subscriptions, invoices, and payment history.
Search knowledge
Parahelp
Search help center and internal knowledge snippets.
Process refund
Stripe
/
API or MCP
Process full or prorated refund with deterministic policy checks.
Memory
Refund requests
Use the Parahelp: Search knowledge tool to find relevant refund policy information.
Use the Stripe: Retrieve customer data tool to check the user's subscription data and payment history.
If the user's latest payment was made within the last 14 days and they are located in the EU, use the Slack: Request action approval tool to request refund approval from a human, then use Stripe: Process refund to process it.
If not, use the Ticketing: Reply to ticket tool with the following message template to inform the user that they aren't eligible for the refund: "Unfortunately, since your last payment was more than 14 days ago (outside our refund policy), I'm unable to process a refund for it. Let me know if I can help with anything else!"
Simulation
Example
Configuration
Tools
Request action approval
Slack
Send action request to Slack with approve/deny buttons for human review.
Retrieve customer data
Stripe
/
API or MCP
Look up customer profile, subscriptions, invoices, and payment history.
Search knowledge
Parahelp
Search help center and internal knowledge snippets.
Process refund
Stripe
/
API or MCP
Process full or prorated refund with deterministic policy checks.
Memory
Refund requests
Use the Parahelp: Search knowledge tool to find relevant refund policy information.
Use the Stripe: Retrieve customer data tool to check the user's subscription data and payment history.
If the user's latest payment was made within the last 14 days and they are located in the EU, use the Slack: Request action approval tool to request refund approval from a human, then use Stripe: Process refund to process it.
If not, use the Ticketing: Reply to ticket tool with the following message template to inform the user that they aren't eligible for the refund: "Unfortunately, since your last payment was more than 14 days ago (outside our refund policy), I'm unable to process a refund for it. Let me know if I can help with anything else!"
Simulation
Example
Configuration
Tools
Request action approval
Slack
Send action request to Slack with approve/deny buttons for human review.
Retrieve customer data
Stripe
/
API or MCP
Look up customer profile, subscriptions, invoices, and payment history.
Search knowledge
Parahelp
Search help center and internal knowledge snippets.
Process refund
Stripe
/
API or MCP
Process full or prorated refund with deterministic policy checks.
Memory
Refund requests
Use the Parahelp: Search knowledge tool to find relevant refund policy information.
Use the Stripe: Retrieve customer data tool to check the user's subscription data and payment history.
If the user's latest payment was made within the last 14 days and they are located in the EU, use the Slack: Request action approval tool to request refund approval from a human, then use Stripe: Process refund to process it.
If not, use the Ticketing: Reply to ticket tool with the following message template to inform the user that they aren't eligible for the refund: "Unfortunately, since your last payment was more than 14 days ago (outside our refund policy), I'm unable to process a refund for it. Let me know if I can help with anything else!"
Simulation
