Two working tools. Deployed your way.

PATH A — INTEGRATE INTO WHAT YOU RUN The claims engine, inside your existing CRM.

Already on Gorgias, Zendesk, Re:amaze, Freshdesk, or something homegrown? Keep it. The claims engine attaches to the helpdesk you have — qualifying cases flow into claim intake, evidence packets, and the recovery ledger without your team changing where they work.

PATH B — THE FULL PLATFORM CS automation with claims recovery built in.

One system from inbox to recovered dollars: mail triaged, policy applied, remedies executed under your approval limits, every interaction logged as operational data — and eligible carrier claims filed from facts the case already captured. Customer service and claims stop being separate jobs.

TOOL 1 — CS AUTOMATION

Reads the mail. Applies your policy. Asks before it matters.

Built around your real policies and escalation rules — not a chatbot bolted onto a shared inbox. The AI never free-writes to customers: replies come from your own templates, and your approval limits bind the AI and every person operating it.

· Reads and classifies incoming mail; filters carrier notices and marketing out entirely · Identifies channel and reason for contact; matches the order automatically · Applies a remedy ladder tuned to your policies, per channel · Executes within approval bands — auto, logged, human, management · Replies only from your templates; your team edits before send · Illness and safety allegations route human-only, same-lot shipments held · Logs reason, channel, order, item, carrier, lot, cost and resolution on every case · Flags product and lot patterns before they become next month's problem

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TOOL 2 — CLAIMS RECOVERY

The money you stopped chasing, chased systematically.

Carrier damage, marketplace deductions, shortage disputes — individually too small to fight, collectively a margin leak. The engine assembles the claim from data the case already captured, so recovery stops depending on someone remembering to file.

· Intake from the CS platform, your existing CRM, or standalone · Deductions and damage notices parsed and categorized with confidence scores · Evidence packets assembled: valuation from what was actually paid, declared weights validated, photos and PODs attached · Prior recoveries declared; the same damage can never be claimed twice · Disputable vs. valid told apart — it also tells you when the carrier is right · One ledger: filed, recovered, win rate, days-to-resolution — measured

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WORKS WHERE YOU SELL Not a Shopify app. An operations layer for your whole channel mix.

Cases arrive from every channel you sell on; the system knows what each one allows. Where a marketplace exposes no refund path, remedies execute through your own fulfillment — the channel rules fire automatically, and your team never has to remember which is which. Integrations are built per engagement, against your actual stack.

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30 MINUTES · NO CHARGE

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