Instantly process returns and refunds with zero agent time

Yuma’s Support AI empowers your e-commerce brand to resolve return and refund requests automatically. From eligibility checks to shipping label generation and refund initiation, every step happens instantly, without burdening your support team.

Why automating returns and refunds matters

Returns are inevitable in e-commerce, especially in categories such as apparel, accessories, or gifts. While necessary, they can be resource-draining for support teams and frustrating for customers.

Without automation:

• Your agents spend hours verifying orders and refund eligibility.
• Slow responses lead to negative reviews or cart abandonment.
• Manual errors can increase operational risk and cost.

With Yuma’s Support AI, returns become an opportunity, not a headache. The system processes requests based on your specific policies, delivers real-time responses, and issues refunds or store credit instantly, freeing your team and building customer trust.

How Yuma’s Support AI automates return and refund tickets

Yuma integrates with your helpdesk, store backend (e.g., Shopify), and shipping services to handle return flows from start to finish.

Here’s how it works:

1. Customer submits a return request for any reason: wrong fit, damaged product, or change of mind.
2. Yuma instantly validates the request, checking the order number, return window, and product condition policies.
3. If eligible, it auto-generates a return label and outlines the return process to the customer.
4. Once confirmed, the AI issues the appropriate refund or store credit based on your rules.
5. If needed, the AI can escalate exceptions to human agents for review.
6. Support ticket is closed, all without a human agent needing to intervene.

The result: faster, more consistent returns and reduced load on your CX team.

Real-world example: Jewelry brand streamlines returns

An Oregon-based DTC jewelry brand specializes in handcrafted rings, necklaces, and bracelets. While their unique designs delight customers, occasional returns are expected, especially for gifted items or size adjustments.

Before Yuma:

• Each return required multiple support emails.
• Agents had to manually validate orders and initiate refunds.
• The process took days and frustrated customers.

After Yuma:

• Returns are processed instantly, including label creation and refunds.
• Support agents are no longer tied up in repetitive tasks.
• The brand’s return experience is fast, reliable, and delightful.

Outcome: higher CSAT, lower operational costs, and a more scalable support process.

Key benefits of automated returns and refunds

• Zero Agent Time: Fully automate repetitive return/refund requests.
• Faster Resolutions: Delight customers with instant action and clarity.
• Lower Costs: Eliminate labor-heavy workflows and reduce errors.
• Policy-Driven Logic: Adheres to your SOPs for refunds, credit, and eligibility.
• Easy Escalation: Complex or edge cases are routed to human agents.

What is the step-by-step process for AI Agents to automate returns and refunds?

Yuma’s AI agents follow an intelligent, policy-based workflow to handle return and refund requests with precision and speed.

1. Identify the customer and retrieve the order
   The AI pulls in order details from your helpdesk and e-commerce backend using the customer’s email or order ID.
2. Analyze the situation based on data sources
   It checks if the return request falls within the return window and evaluates other factors like product type or return reason.
3. Apply relevant SOPs (Standard Operating Procedures)
   Based on your guidelines, the AI determines whether a refund, store credit, or exchange should be issued, and under what conditions.
4. Trigger backend actions automatically
   - Generates a one-time-use shipping label
   - Issues refunds or credit through your payment platform
   - Logs the return in your system for inventory and financial tracking
5. Craft a personalized response in your brand voice
   The AI writes a friendly, informative message explaining next steps and includes the return label or refund confirmation.
6. Resolve the ticket and log actions
   The ticket is marked complete, all systems are updated, and actions are documented for full auditability.

Frequently Asked Questions (FAQs)

❓ Can Yuma handle both physical and digital product returns?

Yes. Yuma supports both product types and can trigger refund workflows or credit issuance for either.

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❓ How does the AI handle edge cases or policy exceptions?

If the situation requires human discretion, the AI escalates the ticket to your support team with full context attached.

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❓ Will it use my existing refund and return policies?

Absolutely. Yuma is configured based on your unique SOPs, so it respects thresholds, timelines, and resolution types.

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❓ How quickly will my customers get their money back?

Once the AI validates the request, it initiates the refund or store credit right away.

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