Can AI agents safely take actions like refunds?

Yes, AI agents can safely take actions like refunds when the action is bounded by clear policy limits, the customer's identity and eligibility are verified, amounts above a threshold require human approval, tools are scoped to exactly what's allowed, every action is logged, and there is a way to reverse mistakes. Start with low-risk, low-value actions.

Safety controls

ControlExample
Policy limitsRefunds up to $50 within 30 days
Eligibility checkOrder delivered late, not already refunded
Identity verificationLogged-in or verified customer
Approval gateOver $50 goes to a human
Scoped toolsRefund only, not edit pricing
Audit logWho, what, why, amount
ReversibilityCan void or claw back

Post-purchase actions agents can handle

Order changes, address updates, returns, exchanges, credits and subscription changes, with the same pattern.

Frequently Asked Questions

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