The assistant · included in Pro

Verifies the caller. Reads your Stripe. Explains the charge.

Most calls to a support number are one question: "what is this charge?" The assistant answers it from the actual order, once the caller proves it's theirs.

Incoming call · (415) 555-0142 · 1 min 40 sResolved

AssistantHi, you've reached Acme Courses support. How can I help?

CallerThere's a $49 charge on my card from "ACME COURSES". I want it refunded.

AssistantI can look into that. What's the amount, and could you give me the last four digits of the card or the email on the order?

Caller$49, card ending 4242.

AssistantThanks. That's the Pricing Fundamentals course, purchased September 3rd. Would you still like a refund?

CallerOh, right, I did buy that. No, but can you send me the receipt?

AssistantOf course. I'll send it to the address ending in gmail dot com. Is that yours?

CallerYes, that's me.

AssistantIt's on its way. Anything else?

Receipt emailed · Caller recognized the charge · No refund needed

What it can do on a call

Each one is a switch in your dashboard. Turn on what you're comfortable with.

ALWAYS

Look up the charge

After the caller confirms the amount and either the last four card digits or the order email, it finds the charge in your connected Stripe account and explains what it was for.

ALWAYS

Send the receipt

Emails the Stripe receipt to the address on the order, never to an address the caller dictates.

ALWAYS

Take a message

Captures the caller's question and callback request. It lands in your Inbox and your email, with a transcript.

IF YOU ALLOW

Refund & cancellation requests

Submits a request to your Inbox. You approve or decline with one click; the caller is told you'll follow up.

IF YOU ALLOW · UNDER A LIMIT

Auto-refund

Issues the refund in Stripe on the spot when the charge is under your limit, say $50. Anything above goes to your Inbox instead.

IF YOU ALLOW

Live transfer to you

Rings your own phone during hours you set. If you don't pick up, it takes a message.

Your policy, in your words

You write the description of your business and what your charge is. You pick the refund policy: never, ask me first, or auto-refund under a limit. You write the opening line. Change any of it and the next call uses it.

AssistantOn
Business description
Acme Courses sells self-paced online courses on pricing for freelancers. One-time purchases, lifetime access.
Refund policy
NeverAsk me firstAuto-refund under $50
Cancellations
Allowed, ask me first
Opening line
Hi, you've reached Acme Courses support.
Test call (rings your phone)

Guardrails

Verify before discloseNothing about a charge is said until the caller gives the amount and either the last four card digits or the order email, and they match a charge.
Inbound onlyThe assistant answers your number. It never places calls and never sends texts.
Money moves only on your termsRefunds happen only under a limit you set, or after you approve them. Everything it did is in the call record.
You can always read the callSummary and full transcript for every call.

Let the "what is this charge?" calls answer themselves.

Pro is $29/mo or $290/yr. 14-day money-back guarantee.