WORKFLOW / CUSTOMER FOLLOW-UP
Keep a refund request moving with a clear follow-up.
Ask Mitra to call a customer, check whether they have heard back about a refund request, and collect their preferred callback time. Bring the update into Claude or ChatGPT so your team can decide the next step.
Use your Mitra account, available access and call credits.
YOUR WORKFLOW AT A GLANCE
01 / Customer’s update
02 / Questions for your team
03 / Callback preference
From request to next step
01 / Prepare the details
Add the customer, reference and information your team has approved to share. Keep the call focused on the follow-up.
02 / Check in by phone
Send the request from Claude or ChatGPT. Mitra calls under your existing calling permissions and available credits.
03 / Prepare the team handoff
Review what the customer reported and their callback preference. Your team decides and processes any refund.
Make this request your own
Connect Mitra first. Edit the details, then paste into your chat.
Before you start
Who handles the refund itself?
Your team. This workflow gathers a customer update and callback preference.
Is the customer’s answer a verified payment status?
The result records what the customer said. Your team can compare that update with its payment records before deciding what to do.