Automates email workflows for payment processing in the financial services sector.
Financial ServicesAutomates email workflows for payment processing in the financial services sector.
Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.
Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.
subject contains: transaction, payment failure, chargeback, refund request, compliance review, fraud alert OR from: clients@payments.io, fraud@, @bank.com, @merchant.com
1. For transaction approval requests, searchDocuments for verification protocols and check against compliance directories. Forward verified requests to approvals@payments.io with priority label 'urgent.' 2. For payment failure notifications, reply with troubleshooting steps and forward details to support@payments.io. 3. For chargeback and refund requests, forward to resolutions@payments.io with client account information. Reply to client with acknowledgment and expected resolution timeline. 4. For compliance review notifications, forward to compliance@payments.io with 'compliance-check' label. Mark as read after processing. 5. For fraud alerts, forward immediately to risk@payments.io, star email, and set priority to high.