We first map the return policy and each manual step. The system then connects to the store, payment provider, shipping tools and customer messaging channels. A similar process applies to automating quote and estimate requests.
For each request, the agent checks the order, return window, item status and policy rules. It can request missing details, create a shipping label, approve an eligible refund and update the relevant records. It checks whether each action succeeded, retries safe failures and sends unclear cases to a person.
Automation fits repeatable policies with dependable data. It is a poor fit when most requests need judgment, negotiation or physical inspection before any decision. Before automating, measure how many requests follow a clear path and review related automation answers.