Ticket Deflector

Quick start

Forward or paste a customer email — Claude pulls order status from the connected payments connector, looks up the customer in the CRM and the support desk, and drafts a reply in the owner's voice. If a refund is needed, it stages the details and waits for explicit approval before issuing anything. Same-category connectors are peers (../../shared/connector-neutrality.md): whichever is connected runs the step.

User: "answer this customer" [forwards email]
→ Extract customer email + issue from thread
→ Pull transaction status from the payments connector (PayPal, Square, or Stripe)
→ Pull CRM contact history, and open tickets from the support desk
→ Check the refund/return policy and help-centre articles
→ Draft reply in owner's voice, within policy
→ Owner approves draft → send or stage
→ If refund needed: approval prompt → owner confirms → issue

Workflow