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Reads forwarded customer emails, looks up PayPal and HubSpot records, drafts a tone-matched reply in the owner's voice, and can stage or issue refunds with expl
Pulls order and customer data (PayPal, HubSpot) for a forwarded customer message, drafts a reply matching the owner's voice, and provides approval gates to send messages or issue refunds. It extracts transaction IDs, checks recent activity, avoids fabricating details, and surfaces ambiguous matches for owner choice.
Use when you need a prepared response to customer emails: refund requests, order status inquiries, or general complaints. Trigger phrases include "answer this customer", "draft a response", "where's my order", or "I want a refund."
Designed for Claude-style assistant integrations with PayPal and HubSpot connectors; generally applicable to agents that support external API lookups and approval flows.
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