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Follow a $900 refund from the agent’s $500 policy limit to a manager’s review and the payment system’s report.
What a business owner delegates
A retailer lets an agent issue eligible refunds up to $500. When it proposes $900, the application holds the payment for a manager. Even after the manager approves it, customer service needs a separate answer from the payment system before telling the customer the money moved.
For your own workflow, identify the action the agent can take, the person who can grant an exception, and the system that reports the result.
Check your agent’s go-live readinessRelated field note: Why Agent Pilots Stall.