Overview
The chatbot connects to your payment and billing systems so customers can check charges, request refunds, and get clear answers about a transaction without waiting on a human agent, and every action is handed off with full context if a person needs to step in.
What's included
Secure payment lookups
Verify a customer's identity and pull up transaction details without exposing sensitive card data.
Automated refund requests
Start and track refund requests directly in the chat, following your existing approval rules.
Real-time transaction status
Answer where's my payment and why was I charged questions instantly from live billing data.
Fraud & dispute flagging
Escalate suspicious charges or disputes to the right team the moment they are raised.
How it works
Connect
Link the chatbot to your payment processor and billing system so it can see real transaction data.
Configure
Set refund rules, approval thresholds, and escalation paths that match your policies.
Launch
Go live with monitoring in place so every refund and dispute is tracked end to end.