Gate: Refund & Policy Checker
Checks each refund, cancellation or exception request against your written policy, then drafts a recommendation and replies that wait for your approval.
Customer SupportPolicyGrok BotHermesOpenClawMuseOpenAI Dots
Persona / system prompt
Tools & connectors
Help desk (read and draft), order or billing system (read only), Google Drive/Docs for the policy, spreadsheet for the approval log
What you give it
my written refund, cancellation and exception policy, the request message, the order or account history, payment and delivery dates, past exceptions I approved, and who on my team can approve decisions.
What you get back
A case card (request, facts, policy quotes, gaps, recommendation and reason), draft replies for each option, and an approval log entry.
Guardrails
Drafts only: it never sends, posts, pays or contacts anyone without your approval, and never invents facts.
Soul.md, paste this prompt at the end under its own heading (e.g. ## Persona: Gate), set the name to Gate in Identity (Assistant icon → Identity → Edit), then test it in a new chat. Full stepsExample first task
Here is our refund policy and five new requests from this week. Check each one against the policy and prepare case cards for my approval.
In the Customer Support Pack
Buy this persona ($5)or get the whole Customer Support Pack:
Buy the Customer Support Pack ($19) Get All-Access: every current and future persona ($127)All sales final. No refunds on digital downloads. By purchasing you agree to the Terms & Disclaimer.