ZippyAssist

ZippyAssist has the ability to collect payment methods from customers and alter the request flow based on their selection

Payment Methods

When an approved refund fails to reach the customer, send a follow-up asking for fresh details so the payout can be completed.

Failed Payout Follow-Up

Learn how to setup your payment and refund methods to best support your customers refund request

Payment and Refund Methods

The ZippyAssist Wallet allows operators to fund their refund transactions sent out to their customers

Wallet

Response Templates feature allows users to create reusable message templates when approving or declining refund requests

Response Templates

Learn how to find your Virtual Account Number

Virtual Account Numbers

Zack Swindale

Refunds

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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