AgentGovernance

Support · refund approvals

The support agent tried to refund $640. Your policy says approvals start at $500.

AI support agents can close tickets faster when they can act in Stripe, Shopify, Zendesk, and billing systems. The risk starts when a helpful agent can issue money without a human approval trail.

$640
refund request
$500
approval limit
Stripe
governed action
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The failure mode support leaders will see

A customer writes in after a billing issue. The AI support agent reads the ticket, finds the account, decides a refund is warranted, and prepares a Stripe refund. The answer may be correct. The control problem is that the amount is above policy.

Without an approval gate, support velocity turns into a finance incident: the refund executes, the ticket closes, and later finance has to reconstruct why the AI sent money.

What AgentGovernance demonstrates

In the live control plane, `Billing-Agent-03` attempts a Stripe refund for `$640` to Acme Corp. The policy `POL-SPEND-LIMIT-004` requires human approval for charges or refunds over `$500`, so the action is routed through the approval queue and recorded as an approved high-risk action.

Threshold before Stripe

The policy evaluates the refund amount before the payment action runs, not after money moves.

Human approval

The reviewer sees the amount, customer, ticket context, policy, and reason before approving.

AI audit trail

Approval and final Stripe result are separate facts, so finance can see both the decision and the outcome.

Narrow rollout

Start with refunds over limit before expanding to credits, cancellations, chargebacks, or retention offers.

The first policy to ship

  • Refunds under threshold can be auto-approved when customer identity and order state are verified
  • Refunds above threshold require a named support or finance approver
  • Disputed transactions, repeat refunds, and fraud-flagged accounts always route to review
  • Every approval stores ticket ID, customer, amount, policy, approver, timestamp, and Stripe result
  • Timeouts default to no refund, not silent execution

Related guides

Common questions

Can AI support agents issue refunds automatically?
Only inside limits you define. Many teams allow small refunds automatically but require human approval for higher-value refunds, disputed transactions, repeat refunds, or accounts with fraud signals.
What should a refund approval request show?
The reviewer should see the ticket, customer, amount, policy, source evidence, agent reasoning, approver identity, and final Stripe result in one audit trail.
Where should a mid-size support team start?
Start with one rule: refunds above your threshold pause before Stripe. Keep the first rollout narrow, then add cancellation, credit, and return actions after the approval trail is boring.

Let employees use AI — with controls your team can run

No AI platform team required. AgentGovernance sits between Copilot, ChatGPT Enterprise, and the systems they reach — approvals, access control, and audit trails in plain business terms.