Keep support agents alerted to refused installment context

Support agents miss refusal context on flexible installments, causing overlooked follow-ups. It tags the payment and adds a ticket-linked note to the payment record so agents have context and act consistently.

Overview

Support agents lose context when flexible installments are refused, which leads to missed follow-ups and inconsistent outcomes. This workflow ensures every refused installment is tagged and annotated with a ticket link on the payment record, eliminating guesswork and enabling reliable agent handoffs. Customers report faster handoffs and clearer ownership when context is attached to records.

Notable Features

Append refusal tag to payments
Add ticket-linked note to record
Highlight cases for agent follow-up