Finance and agreements
Give PayPal customers a clearer path through payment questions
Customers should not have to know payment-system terminology to ask for help. Bob can gather the details behind a PayPal-related question and connect them to the authorized payment workflows your business enables in Office 168/52.
Bob uses the PayPal payment status to answer the customer and prepare the merchant follow-up.
Separate the customer’s concern from the payment record
“Did my payment go through?” may concern an order, a capture, a refund, or a separate store confirmation. Bob clarifies the question before the team investigates. Enabled PayPal tools can supply the relevant returned status, while your business decides how exceptions and account-sensitive issues should be handled.
Workflows
Identify the relevant reference
Collect the business order or payment reference needed to locate the correct transaction.
Consult supported payment context
Use authorized lookups to help explain the status returned by the provider, without treating an approval as final settlement.
Prepare a review request
Organize refund or dispute concerns for the team and direct customers to the appropriate account or support flow.
Example workflow
Example workflow
A shopper completed PayPal checkout but has not seen an order confirmation. Bob gathers the order reference and checks the enabled payment and store workflows. The handoff makes clear whether the next investigation belongs with payment status, order creation, or email delivery.
Illustrative example, not a live execution log.
Connection and setup
Configure the authorized PayPal business connection and the supported lookup or action tools. Define identity checks and escalation rules for account questions.
How Bob turns a conversation into a useful next step
Bob starts with the customer's request and the business information you approve. When the workflow needs a current record, Bob retrieves it from the connected service. When the next step changes a record or sends a message, Bob follows the permissions and approval steps you configure. The customer gets a useful next response, and your team gets a clear handoff when a person needs to take over.
Questions
Can Bob promise that a refund has arrived?
Only report the status available from the provider. A refund being initiated and funds appearing in the customer’s account are different events.
Does this replace PayPal checkout?
No. Customers continue paying through the appropriate PayPal or merchant payment experience. Bob supports the surrounding conversation.
Who decides what Bob can change or send?
You choose the records Bob reads and the actions he takes. A reply, a record update, or an outbound message follows the approval step you set for that workflow. See the pricing page for plans. This page does not list prices.
Continue this workflow with
These are related workflows, not prerequisites.
Get started with PayPal
Tell us how your front office handles this job today. You send the message when you are ready.