Overview
Approve refunds and generate payment links with audit trails.
Problem
Agents tab out to billing tools and lose audit context; approvals are ad-hoc.
Solution
Agent Desk surfaces PayStream in the right rail for refunds, approvals, and payment links; outcomes post to the ticket activity.
How it works
Use lightweight approvals for high-risk actions. Agents message customers with secure links over the current channel.
Who is this for
Billing / Finance
Support Manager
Agent
Expected outcomes
- Faster resolution for billing tickets
- Clear audit trails for finance
Key metrics
Time to resolve billing tickets
Baseline
180 minutes
Target
45 minutes
Approval turnaround
Baseline
60 minutes
Target
10 minutes
Gallery
Downloads & templates
Case studies
D2C Health speeds refunds 4×
Inline approvals and links slashed resolution times.
Healthcare D2C Mid-market NA
Security impact
- Invoices, refund intents, masked payment references · PII: yes (billing identifiers)
Compliance
- SOC2 (change & access controls)
- PCI-N/A (no PAN stored; links only)
Availability & next steps
Team
Pro
Enterprise