Scenario · not a case study
A refund your policy already allows
The AI agent can read the order, check the amount against a typed policy, and — on Advanced or Enterprise, where write scope exists — issue the refund and say what it did. If the amount fails validation, it escalates. A failed write at the processor does not become a financial resolution. You can require a person to approve an action by type, amount, or customer segment; that approval is recorded and does not change the price.
Scenario · not a case study
“Where is my order?”
On Business, read scope can look it up and change nothing. On Starter, with no integrations, the answer can only come from the help center. Refusal categories and tool scope move together: a question that is unanswerable from documentation becomes answerable once the system of record is connected.
Scenario · not a case study
The path that must not vary
A chatbot flow is the tool when a returns script, an authentication step, or a compliance line has to happen the same way every time. The AI agent is the tool for the long tail. A flow that hits a question it does not handle can pass the turn to the AI agent instead of straight to a person.
Scenario · not a case study
Before they write in
Syncs keep order, subscription, shipment, and account state current on every plan, so a reply is not blind. The AI agent starting the conversation — a failed payment, a stalled shipment, a renewal about to miss — is separately entitled. It will not send without recorded, attributable consent on that channel. A proactive resolution is priced like any other, and only if it actually resolves.