AMC/SLA contracts — ITC advisory
#4188 · UPI auto-debit failed
AI · suggested resolutionRAC · deflection
Mandate UMR-7188 shows status REVOKE_PENDING. Last 3 similar tickets resolved by re-mandate via Razorpay panel + nudge. Drafted reply with steps.
"Hi Meera — checked. Your auto-debit mandate is in REVOKE_PENDING with Razorpay. Quickest fix: re-authorize via this link [autodeb.ly/...]. Two-min job. Let me know if you'd prefer NEFT for this invoice."
Customer 360 · MeeraCRM linked
Lifetime
₹ 18.4 L · 3 yrs
Open AR
₹ 0 · always on-time
CSAT history
4.8 / 5 (12 tickets)
Pref channel
WhatsApp 88%
Last invoice
INV-0417 · ₹ 18,400 · due 15 Jun
Open orders
2 orders · ₹ 42,000 · on-time
Sentiment
Tone mildly frustrated ("third time this happened"). AI flagged for empathetic reply tone. Auto-route to senior agent.
FSM · field dispatch
If payment issue requires on-site verification, dispatch technician from Facility/FSM.
Meera TradersCRM · account
Contact
Meera Joshi · +91 98200 11234
Email
meera@meera-traders.in
City
Mumbai · MH
Segment
SMB · Wholesale Textiles
Account owner
Aanya Sharma
Customer since
Mar 2023 · 3 yrs
Revenue snapshot
₹ 18.4 L
Lifetime value
₹ 1.2 L
Last 90 days
₹ 0
Open AR
AR aging: ₹ 0 overdue · Last invoice INV-0417 ₹ 18,400 · due 15 Jun · current
Support history
14
Total tickets
3
Open
4.8
Avg CSAT
AI deflection: 2 of 14 resolved without agent · FAQ + GST rate lookup
Recent tickets
AI · macro suggestionscontext-matched · 3
Based on ticket category Billing · UPI and customer tier SMB Gold, 3 macros match.
UPI mandate failureused 48×
Sends re-mandate link, empathetic tone, offers NEFT fallback. Auto-closes on reply-confirm.
Payment failed — genericused 112×
Generic payment failure script. Covers UPI, NEFT, IMPS. Requests screenshot of error.
Escalate to Razorpay L2used 19×
Creates Razorpay partner ticket, copies mandate ID, tags ticket as third-party-pending.
Automation rulesactive · 3
If priority = P1 → assign to Tier-2 queue active
If SLA breach < 30 min → WhatsApp manager active
If sentiment = angry → escalate to supervisor active
All macrosBilling · 24 total
Category
Billing & Payments
Shared with
Finance Helpdesk pod
Last updated
28 May 2026 · Aanya
Auto-suggest
On · confidence ≥ 80%
CSAT · last 30 daysFinance Helpdesk pod
4.7
Avg score / 5
83%
Response rate
62
Surveys sent
52
Responses
WhatsApp CSAT delivers 5× response rate vs email — India's highest-engagement survey channel
Freshdesk, Zoho Desk, HubSpot: email or portal surveys only. tapestree sends CSAT via WhatsApp Business API — 83% response rate vs 16% industry email benchmark. For Meera, WA survey arrives in the same thread she uses for support.
30-day trend4.7 avg · 142 responses
7 wk agothis wk
Score distribution
5 stars
38 · 73%
4 stars
9 · 17%
3 stars
3 · 6%
≤ 2 stars
2 · 4%
By channel
WhatsApp
4.8 · 34 responses
Email
4.5 · 11 responses
Web chat
4.6 · 5 responses
Phone
4.4 · 2 responses
This ticket · #4188CSAT pending
Survey will auto-send via WhatsApp 30 min after ticket resolves. Meera's historical CSAT: 4.8 / 5 over 12 tickets.
Survey template
Standard 1-question (1–5 star)
Auto-send on
Resolved · +30 min · WA