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 ↗
How to do it yourself
Our suggested steps. The company didn't publish theirs.
- 1
Write the refund policy as clear rules (eligible cases, amounts, time limits).
- 2
Tag past refund tickets and pick the simplest category to automate first.
- 3
Set up an AI agent in your help desk (or n8n flow) using the prompt below.
- 4
It drafts the decision and reply; a human approves for the first 100 tickets.
- 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
- Salesforce Agentforce
AI agents that work inside Salesforce CRM for sales and service.
See pricing · Official site ↗
- ChatGPT
General AI assistant: writes, summarises and answers from files you give it.
Free plan; paid plans available · Official site ↗
- n8n
Workflow automation that connects apps and adds AI steps; can be self-hosted.
Free to self-host (Community Edition); cloud: see pricing · Official site ↗
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.
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