Financial-Transaction-Dispute-Management
Financial Services

Transaction Dispute Management

Service Agents often face challenges with the manual dispute process, spending excessive time switching between applications and handling numerous calls. Simplify customer communication and reduce call volume with AI-powered, automated tools designed to streamline transaction dispute management.

Dispute Ackowndgement Email

Generate a response email to acknowledge a transaction dispute.

Object Referenced
Account

Data Sources
CRM

Template Type
Prompt/Field Generation

How to use
This is a standard prompt available in your org. Navigate to desired customer account and transaction dispute case account, select related prompt in the dropdown, click generate email button.

Availability
GA Now

Dispute Resolution Email

Generate a response email to resolve a transaction dispute.

Object Referenced
Account

Data Sources
CRM, Flow

Template Type
Prompt/Field Generation

How to use
This is a standard prompt available in your org. Navigate to desired customer account and transaction dispute case account, select related prompt in the dropdown, click generate email button.

Availability
GA Now

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