AI Agents

Policy Analysis Agent

CS & Support Gestão de Contatos de Clientes com IA

Please verify if this customer refund request meets our rules.

I am interpreting the submitted data and applying current internal policies and business parameters to validate the request.

I noticed that the customer is requesting a full refund, but the product was purchased in a 'Final Sale - No Returns' campaign, which creates an inconsistency with the eligibility rule.

I identified the policy violation and recorded the evidence on the card. I recommend denying the request or offering store credit as a commercial exception, if the customer is in the Gold category.

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What this Agent solves for you

What it does

It checks internal rules and validates whether the request meets the necessary conditions.

Automated activities

Interpretation of submitted data
Application of internal policies and business parameters
Identification of inconsistencies.

Agent Subfunction

Step 3: Analysis and Validation

Results and impact

Up to 25%

reduction in response time

98%

less time spent on manual tasks

70%

of requests resolved without human intervention.

Your life gets faster with Pipefy AI Agents

25% faster

Traditional path

20–45 min

With Pipefy AI Agent

15–30 minutes

Frequently Asked Questions about Pipefy AI Agents

Read frequently asked questions about Pipefy AI Agents.

What is the Policy Analysis Agent and how does it work?

The Policy Analysis Agent is a specialized AI Worker within Pipefy's Gestão de Contatos de Clientes with AI solution. It executes operational steps autonomously — making decisions within its defined scope, triggering approvals, and maintaining full traceability of each action. Unlike manual customer service, it operates seamlessly integrated with the workflow, from start to finish, with native human oversight built in.

How much does it cost to use the Policy Analysis Agent in Pipefy?

The cost of the Policy Analysis Agent in Pipefy varies based on process volume, number of users, and the integrations required with your company's systems. Plans are scalable and adapt to operations of any size — from teams just getting started to large enterprise operations. Talk to our team to receive a personalized proposal.

What is the difference between the Policy Analysis Agent and manual customer service?

While manual customer service rely on manual intervention at every step, the Policy Analysis Agent executes tasks autonomously, records the reasoning behind each decision, and enables real-time oversight. This results in faster cycles, less rework, and 100% traceability of actions — without giving up human control where it matters most.

How do I choose the best Policy Analysis agent for my company?

To choose the right Policy Analysis agent, evaluate: ability to integrate with your current systems, governance and traceability of agent decisions, ease of configuration without relying on IT, and support for complex processes with exceptions. Also check the vendor's track record with clients in your industry and real implementation case studies.