ticket-deflector

What problem does it solve?

This Skill turns forwarded customer emails into accurate, owner-voiced replies by looking up payment status in Paywhere and customer history in HubSpot, while safely staging refunds only after explicit owner approval.

Core Features & Use Cases

• Payment-status lookup for refunds: Finds matching Paywhere credits (by invoice amount and counterparty heuristics) and includes the correct transaction details in a draft, without fabricating data.
• Customer context from HubSpot: Pulls the contact record’s lifecycle stage, notes, deals, and recent activity to inform the tone and content of the response.
• Approval-gated, non-autonomous actions: Requires owner review before sending or staging anything, stages refunds for Paywhere owner approval in the Paywhere flow, logs the interaction to the HubSpot timeline, and supports edge cases like multiple matching credits and missing matches.
• Use Case: When a user says “answer this customer” after forwarding an email containing an order status question or a refund request, the Skill drafts the response and—if needed—prepares a refund staging prompt for the owner.

Quick Start

Use ticket-deflector to draft a reply from a forwarded customer email and request owner approval before sending or staging any refund.