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Salesforce Agentforce, ChatGPT, Zendesk AI, n8nAir India · Apr 2025

Air India hands a type of refund request to an AI agent

In plain words

Air India was one of the first airlines on Agentforce. Its agents handle a class of refunds from start to finish.

What happened: Refunds that took days now take hours.

Source: salesforce.com ↗

⏱ About 1-2 weeks to set up🎓 Comfortable with no-code toolsEasier with a builder's help

How to do it yourself

Our suggested steps. The company didn't publish theirs.

  1. 1

    Write the refund policy as clear rules (eligible cases, amounts, time limits).

  2. 2

    Tag past refund tickets and pick the simplest category to automate first.

  3. 3

    Set up an AI agent in your help desk (or n8n flow) using the prompt below.

  4. 4

    It drafts the decision and reply; a human approves for the first 100 tickets.

  5. 5

    Then auto-approve that category below a $ threshold and audit weekly.

The instructions to give the AI

Paste this into ChatGPT (the free plan is fine), swap the [brackets] for your details, and test it on a few real examples.

This is one part of the setup. It won't connect to your phone, inbox or other apps on its own; the steps above cover that.

Agent instructions (prompt)

You handle refund requests for [business]. Policy:
[paste rules]
For this ticket: 1) identify order/booking and reason, 2) check eligibility against each rule, 3) calculate the refund amount, 4) decide: APPROVE (under $[limit]), REJECT (quote the rule), or HUMAN, 5) draft the customer reply under 100 words.
Ticket:
[paste]

[Highlighted] = replace with your own details before you run it.

What you should get back: "Booking #5521 — eligible for full refund (cancelled 48h+ before). Reply drafted, refund $420."

Written by Quickly and Good, inspired by this case.

More detail: tools, prices and what you'll need

The company used: Salesforce Agentforce

You could use: Zendesk or Freshdesk AI agent (or n8n + ChatGPT) with your refund policy

Prices from each tool's own pricing page, checked Oct 2026.

What you'll need

  • ☐An automation tool (n8n, Make or Zapier)
  • ☐Connections to each app involved (email, CRM, sheets, calendar)
  • ☐An AI model account/API key
  • ☐The agent instructions (prompt)
  • ☐Error handling: what happens when a step fails
  • ☐Testing with real data for a week
  • ☐A human review step before anything goes out to customers

Can I do this myself?

Yes if you have built a Zapier/Make/n8n workflow before. If those words are new, hire a builder.

Useful? Vote so others find it.

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