Scenario 2
Repeat charge, frustrated customer
A Prime Video auto-renewal that shouldn’t have happened twice. The CSA uses CS Helper for the hard part — and handles the rest themselves.
Step 01
Incoming chat
Marcus Webb — Prime Video billing. The AI knows the history.
Step 02
AI summarizer
Same charge, second contact. The situation is clear.
Step 03
Past contacts
Same issue 4 months ago. He’s right to be frustrated.
Step 04
Conversation opens
AI pre-fills a greeting. Marcus confirms the charge.
Step 05
Marcus escalates
CS Helper flags a resolution. CSA checks the policy before acting.
Step 06
CS Helper coaching
Policy confirmed. CSA closes CS Helper and acts with confidence.
Step 07
Refund suggested
CS Helper pushes the resolution. CSA sends it to Marcus.
Step 08
Refund confirmed
CSA confirms the refund through the verify modal.
Step 09
Goodwill offered
CS Helper suggests a £10 goodwill credit. Marcus accepts.
Step 10
Contact closes
Marcus ends the chat satisfied.
Step 11
Wrap-up
Summary, actions, and an optional training course.
Dale Cooper
Available
Transfer
Flag
End chat
Resources
MW
Incoming chat · Billing inquiry
Marcus Webb
Prime Video billing — second contact about this charge
Accept chat
Decline
Customer chat
Marcus Webb
↑
✕
prime
AI summary
Customer contacting about a
Prime Video charge of $8.99
. Free trial auto-converted.
Second contact
about the same charge — prior contact 4 months ago.
⚡ Suggested action
Issue a
full refund of $8.99
and disable auto-renewal from free trials.
Issue refund
View past contacts
Contact closed — customer ended the chat
Nice work, Dale. De-escalation is one of the harder parts of this job — you got there.
Contact summary
Marcus Webb
Issue
Prime Video auto-renewal ($8.99) — second offense
Actions
Refund issued — $8.99 to Visa ···3847
Auto-renewal from trials — disabled
Goodwill credit — $10 added
Outcome
Resolved — customer satisfied
Duration
6 min 42 sec
Add a contact note (optional)…
What’s next
De-escalation Fundamentals
Based on this contact, added to your Learning Hub. 12 min — whenever you’re ready.
Start course
Save for later
Auto-renewal & free trial policy
CX-POL-2847 · Updated Jan 2026
View ↗
Done — ready for next contact
Past contacts — Marcus Webb
✕
Nov 14
Prime Video auto-renewal — same charge
$8.99 refunded
Same issue
Aug 3
Late delivery — kitchen appliance
$10 credit
Resolved
May 11
Return label request
Label sent
Resolved
Close
Confirm refund
✕
$8.99
Prime Video monthly subscription refund
Refund to
Visa ending in 3847
✓
Timeline
3–5 business days
✓
Subscription status
Cancelled on refund
✓
Auto-renewal from trials
Disabled on account
✓
Second exception — account flagged. No further auto-renewal refunds without manager override.
Cancel
Confirm refund
Confirm goodwill credit
✕
$10.00
Goodwill credit — added to account
Applied to
Marcus Webb — account credit
✓
Available
Within 1 hour
✓
Cancel
Add credit
Done
✕
AI
CS Helper
3 suggestions
↕
✕
CS Helper.
A resolution has been suggested for this contact. Check the policy before acting, or ask anything about this case.
↑
↻ Restart