How it works
Follow one refund through the office.
Invoice #4471, from inbox to done. You touch it once.
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019:12 AM
It lands in support@.
Northwind Cafe was charged twice and wants money back. Each job can have its own mailbox, and support@ is Kelly's.
Northwind Cafe 9:12 AMCharged twice for Invoice #4471
Hi, we were billed twice this month. Could you refund the second charge?
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029:13 AM
Kelly picks it up.
Checking the support inbox is on her schedule, every hour. Nobody had to forward anything, least of all Michael.
Support1K KellyCustomer Support WorkingReplying to Invoice #4471
E ErinCustomer Support IdleNothing right now
On a scheduleCheck the support inbox
Every hour
added by Michael, approved by you
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039:14 AM
She can't promise a refund, so she asks Michael.
In the Retail Shop pack, a refund is on Kelly's Asks you first list, so she can't promise one. Teammates ask each other directly, but anything for you goes through the boss.
?KKelly MMichaelK Question 9:14 AMNorthwind Cafe was charged twice on Invoice #4471 and wants the second charge back. I can't promise a refund. Can you?
Asks you first
Promise a refund without askingChange an order or issue a payment -
049:15 AM
Michael can't settle money, so it comes to you.
He settles what he can and hands back the rest. Money isn't his to give, so one card lands on Needs you, the only inbox you read.
!MMichael Needs you1Refund for Northwind Cafe, Invoice #4471
KKellyRefund it, or tell Kelly what to say? Northwind Cafe was charged twice on Invoice #4471. I can't approve money.
Refund it. I'll send the money today.ReplyHolding up 1 task
See full context
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059:21 AM
You answer once. Kelly replies. Done.
Your answer goes to Michael, who hands it back to Kelly, and into her memory. Her support@ mailbox is set to Can send, so she replies to Northwind from it, and Needs you goes quiet.
Needs you Nothing needs youK 9:21 AMRe: Charged twice for Invoice #4471
Sorry about the double charge. The refund for the second one is on its way today.
Sent
SupportK KellyCustomer Support DoneReplied to Northwind Cafe
You choose what goes out.
In the story Kelly sends on her own. Pick how each mailbox sends: on its own, after you approve, or as a draft.
Send on approval: the reply waits on Needs you until you approve it.
- Can send. Kelly sends on her own.
- Send on approval. Each email waits on Needs you. Edit it, approve it, ask for changes or stop it.
- Draft only. Replies wait in Drafts for you. New teammates start here.
Whichever you pick, an email that may have gone out is never sent twice.
Re: Charged twice for Invoice #4471
Sorry about the double charge. The refund for the second one is on its way today.
Sent
Re: Charged twice for Invoice #4471
Sorry about the double charge. The refund for the second one is on its way today.
Edit it first if you like. Kelly sends exactly what you approve.
Re: Charged twice for Invoice #4471
Sorry about the double charge. The refund for the second one is on its way today.
Saved in support@ Drafts. You send it when you're ready.