How the calls actually get made
Anonymized retailer chargeback cases: what the claim said, what the evidence showed, and how Roy decided whether the dispute was worth filing. Customer identities are withheld and outcomes are described without customer-specific recovery figures.
The Most Valuable Thing Roy Did Was Say Don't Dispute
A compliance chargeback looked like an easy win. Roy read the EDI 850, the retail record, and the product image together, found the charge was valid, and recommended not disputing it. Why great chargeback AI knows which fights to skip.
Precision matters more than dispute volume: filing a losing dispute costs analyst time and retailer goodwill.
A Tariff Refund Window That Was Closing
How an AI agent tracked the IEEPA tariff ruling weekly, extracted CBP Form 7501 entry data, and filed a CAPE refund claim inside the eligibility window.
The constraint is rarely whether the data exists. It is whether anyone can turn it into a filing before the window closes.