Managing complaints and returns exceptions is often resource-intensive, hindered by fragmented data from multiple sources, and prone to process delays due to manual investigation and multi-step approval handoffs. Specialists are challenged with reconciling diverse case details, historical interactions, and evolving policy guidelines across siloed systems, resulting in inconsistent decisions and avoidable customer service inefficiencies.The Complaints and Returns Resolution Agent unifies the end-to-end exception handling workflow for complaints and returns management. It automatically aggregates all relevant structured and unstructured data—including case records, inspection reports, transaction histories, third-party warranty and logistics data, supplier correspondence, and customer communications—into a single workspace. Leveraging LLM capabilities, the agent generates pre-analyzed case summaries, highlights critical facts or discrepancies, and provides contextual policy guidelines. It further reviews historical resolution data to recommend the most suitable next actions, while orchestrating secure digital approval workflows to ensure that every step is documented and auditable.By consolidating disparate information, automating knowledge extraction, and surfacing policy-aligned decisions, this agent directly addresses the needs for a unified workspace, fast and accurate recommendations, and streamlined approvals. Enterprise teams realize measurable improvements in process and employee productivity, enhanced compliance, and more consistent customer experiences. The result is reduced manual effort, faster exception resolution, and a more reliable, auditable complaints and returns process.
Accuracy
TBD
Speed
TBD
Sample of data set required for Complaints and Returns Resolution Agent:
COMPLAINT / RETURNS EXCEPTION ESCALATION FORM
Case ID: EC-94521 Date of Escalation: 2023-10-26 Assigned Specialist: TBD Escalating Agent: Mark Johnson
CUSTOMER INFORMATION
TRANSACTION DETAILS
SUMMARY OF ISSUE
Initial Contact Date: 2023-10-24
Customer Complaint: Customer reports that the Pro-Weld 5000 unit has failed completely after approximately two months of light, hobbyist use. The unit will not power on, and there is no response from the digital display. Customer states the unit was used according to the user manual and was never dropped or exposed to water. He is a contractor and has lost business due to the failure. He is requesting a full replacement unit under warranty as he believes this is a manufacturing defect.
Escalation Reason: The request falls outside the standard 30-day return for refund/exchange policy. The issue qualifies for a warranty claim, but due to the customer's assertion of business loss and the relatively recent purchase date, this case has been escalated for specialized review to determine the appropriate resolution (repair vs. replacement).
Supporting Documentation Referenced by Customer:
Sample output delivered by the Complaints and Returns Resolution Agent:
Complaint Exception Analysis & Resolution Workspace
Case ID: EC-94521 Status: Pending Specialist Action
1. AI-Generated Case Summary
Customer David Chen (Acct: CUST-78B45) requests a full replacement for an "Apex Solutions Pro-Weld 5000" welder purchased on 2023-08-15. The unit became completely unresponsive on or before 2023-10-24, 70 days post-purchase. The case is an exception as it is outside the 30-day return window but within the 1-year limited warranty period. The customer claims the failure resulted in business loss, adding urgency to the resolution.
2. Key Facts & Discrepancies
Data Source | Key Information Pulled |
---|---|
CRM System | Customer Tier: Platinum. Account Age: 3 years. No previous cases. |
Order Management | Order #ORD-202308-0154. Price: $799.99. Purchase Date: 2023-08-15. |
Product Database | Serial #: SN-PW5K-23A8891C. Warranty Period: 1 Year. |
Supplier Comms | Internal Memo (ID: QDS-MEMO-230905): Power supply failure warning. |
Case Attachments | Video file reviewed: Confirms no power to the unit. Receipt confirmed. |
Automatically sends settlement notifications to customers, offering real-time communication on return or complaint outcomes.
Orchestrates digital complaint and return intake, guiding customers, validating entries, and coordinating backend system integration.
Analyzes sentiment, urgency, and context across customer complaints and return requests to enable intelligent prioritization and escalation.
Aggregates and curates technical case data, diagnostics, and insights into actionable briefs for accelerated technician resolution.
Synthesizes context, diagnostics, and historical data to deliver probable root causes, empowering rapid technical problem resolution.
Proactively detects, predicts, and prescribes actions for potential escalations and SLA breaches in case management.