How to automate refunds and returns with AI

“I want a refund” "I need help returning an item" "I need help processing a refund"

Refunds and returns are an inespacapable part of any business. Rather than use the skill and experience of your teams to process returns, use an AI assistant to handle them for you from start to finish, so your agents can work on more profitable tasks, helping you sell more and increase volume to reduce the effects of refunds and returns.

Apps that support this enquiry

Why automating returns is good for business

Why automating returns is good for business

An AI assistant helps you save money, time, speed up, be more efficient, increase engagement, improve accuracy, offer 24-hour service, personalise, increase loyalty, ultimately improve customer experience so you can automate returns instantly.

Questions from your customers

Easily set up your AI assistant to respond to routine enquiries about returns instantly at any time of the day or night, on any channel and in any language.

“I want a refund” "I need help returning an item" "I need help processing a refund"

Providing AI powered customer assistants to over 12,000 global businesses

EBI technology partners

Choose your template to automate returns

AI Studio is connected to these apps and platforms (and we’re adding more all the time), so find your go-to system and use an AI assistant to automate returns.


Automate returns with Make

Link up your AI assistant with Make in minutes.
Make is brilliant for visual automation.


Automate returns with Zapier

Link up your AI assistant with Zapier in minutes.
Zapier is brilliant for automating workflows.


Automate returns with HubSpot

Link up your AI assistant with HubSpot in minutes.
HubSpot is brilliant for inbound marketing.


Automate returns with Freshdesk

Link up your AI assistant with Freshdesk in minutes.
Freshdesk is brilliant for customer support.


Automate returns with Shipstation

Link up your AI assistant with Shipstation in minutes.
Shipstation is brilliant for shipping management.


Automate returns with Zendesk

Link up your AI assistant with Zendesk in minutes.
Zendesk is brilliant for helpdesk support.


Automate returns with Jira

Link up your AI assistant with Jira in minutes.
Jira is brilliant for project management.


Automate returns with Trello

Link up your AI assistant with Trello in minutes.
Trello is brilliant for organising tasks.


Automate returns with Mailchimp

Link up your AI assistant with Mailchimp in minutes.
Mailchimp is brilliant for email marketing.


Automate returns with Campaign monitor

Link up your AI assistant with Campaign monitor in minutes.
Campaign monitor is brilliant for campaign tracking.


Automate returns with Email

Link up your AI assistant with Email in minutes.
Email is brilliant for direct communication.

Your 3 steps to automation

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Select the template for the business app you normally use to automate returns and click through

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Log in to your AI Studio account or, if you don’t have one, sign up to launch an AI assistant in less than 10 minutes

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You’ll then be taken straight through to the template to link up your AI assistant with your chosen app to start automating returns

Our AI assistant assists customers by making useful information more readily available in ways that haven’t been possible before, and therefore reducing pressure on our service centres.

Claire Hird


Frequently asked questions

How do I launch an AI assistant so I can use this feature?

It takes less than 10 minutes to create an AI assistant using AI Studio and you don’t need any technical skill to do it. You can launch an AI assistant using only your website URL.

See also: How to use AI Studio

Where do I find the template to automate returns?

Click on the link to automate returns and you’ll land on the Flows page of AI Studio (a ‘flow’ is a question and answer set that lays out the flow of the conversation between your visitor and your AI assistant). In this case, the flow for automating returns will be open and ready for you to approve. You can edit, add or delete flows at any time.

Related templates to try:

Automate signups
Automate membership enquiries
Automate customer feedback
Automate bookings

Why do companies automate returns?

Organisations automate refunds and returns because this is a necessary, but repetitive task for human agents to carry out. Using an AI assistant to process refunds and returns speeds up the process for customers, so it’s less frustrating, and gives your teams more time to work on profitable, rewarding or sensitive tasks where the human touch is needed and/or valued.

How does automating returns benefit my customers?

When a customer service process is automed, your response time is instant, which saves your customers time. Your service becomes accessible 24 hours a day, on any channel and in any language, so customers can get in touch with you wherever they are and at a time most convenient to them. This can significantly help improve customer satisfaction and increase loyalty, but at the same time, reduce your customer support costs, so you can spend more on making improvements to your offers, products and services overall.

More on these goals and metrics:

How do you calculate your Customer Satisfaction Score (CSAT)?
What is customer effort score (CES)?
What is First Contact Resolution (FCR) and how do you calculate it?
What is First Response Time (FRT)?