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Peak Helpdesk / Template

Decide clearly.
Explain fairly.

A refund is about money and trust. The reply says what is being checked, what has been decided and when things move on. Your team makes the decision; the refund runs through your payment system.

For which request?

Change the subject. The ticket card next to it reacts instantly.

Edit all texts and details ↗Test the ticket card directly ↗
Local demo with sample data
Ticket card · previewPreview reacts instantly
Peak HelpdeskLocal demo with sample data

Your refund request for order [number]

Hi [name], your request has arrived. We are currently checking [what is checked, e.g. the return]. You will get a decision from us by [date].

Use sample data only.

Stays in this browser. No reply is sent, no ticket is created, nothing is saved automatically.

Edit your draft in detailCustomer message, details & next step
01

Your draft

Make it yours.

Additional details

Customer name, e-mail and message are always included in this demo.

JSON file for your local draft. Not an import into Peak Helpdesk.

01 / Anatomy of the reply

Subject, reply,
what happens now.

The subject names the order. The text states the decision in the first sentence and gives a short reason. The next step says what the customer or your team does next.

01 / The requestYour current draft

A clear subject
for the request.

Peak Helpdesk · local preview
Your refund request for order [number]

Hi [name], your request has arrived. We are currently checking [what is checked, e.g. the return]. You will get a decision from us by [date].

Request → Details → Reply

The subject says in one line what the ticket is about. The ticket number is added in front of it later.

02 / The details
5visible details
01Customer name02E-mail03Message04Company05Reply due
03 / The next stepText preview

And then?
A clear next step.

Assign the ticket and keep the date in view as the response promise.

Test it in the ticket card directly above.

02 / Three decisions

Same request.
Different answer.

Under review, approved or declined: each situation has its own reply. You enter the conditions yourself as placeholders.

Another example replaces the current demo draft.

  • 01 / Under reviewSelected

    Received, being checked.

    The decision is still pending.

    Review

    „Your refund request for order [number]“

    5 details · Company + Reply due
  • 02 / ApprovedSample draft

    Approved, with a time frame.

    The refund has been approved.

    Approval

    „Refund for order [number] approved“

    5 details · Company + Reply due
  • 03 / DeclinedSample draft

    No, with a reason.

    Friendly, clear, with an alternative.

    Decline

    „About your refund request for order [number]“

    4 details · Company

03 / Move on deliberately

From request to decision.

Download your draft locally or copy it. In Peak Helpdesk you write the reply in the ticket. It goes out through the Gmail or Outlook account connected in Peak Chat, with your signature and the ticket number in the subject. If nothing could be sent, the ticket says so.

Your request, your details and your reply — as one connected draft.

Please fill in the draft texts before you take them along.

Stays in this browser. No reply is sent, no ticket is created, nothing is saved automatically.

Frequently asked questions

Does Peak Helpdesk refund money?

No. You make the refund in your shop or payment system. Approvals for refunds in Peak Helpdesk are planned.

Who decides on the refund?

Your team. Peak Helpdesk decides nothing and writes nothing to the customer on its own.

How does the reply reach the customer?

From the ticket through the Gmail or Outlook account connected in Peak Chat, with your signature and the ticket number in the subject. If nothing could be sent, the ticket says so.

Is anything sent in the demo?

No. Everything stays in your browser. No ticket and no e-mail is created. A file only exists if you download it yourself.