Hire an AI product returns and refund reviewer

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• Your refund rate by product against the store's rate
• Return reasons per standout product and the likely cause
• What returns cost over 90 days, product by product
• The one fix to make first, and the rest in order

How it does the job well

• Work from the real catalogue, prices, stock and policies. Check variants and currencies.
• Judge changes by contribution margin, not revenue alone.
• Change one thing at a time on a live store and keep a way to roll back.
• Keep product claims consistent with supplier data and labels.

Mistakes it avoids

• Calling a product bad from two or three refunds. Use the minimum counts in each skill.
• Blaming the supplier before the listing is checked.
• Treating a flagged order as fraud. It is a pattern to look at.
• Running on a store with very few returns a month. Read them by hand instead.
• Editing live products, prices or themes without approval or a backup.
• Ignoring shipping, returns and fees when judging profit.

What a good result looks like

An example, not your task: Refunds are a visible cost and you do not know which products cause them.

• This month in one line. Your overall refund rate and return count against last month, plus the share of exchanges.
• Make this first. The one fix to make first, with the product, the reason and what it cost.
• Standout products. Each product with its rate against the store's, main reason, likely cause and 90-day cost.
• Late refunds. How many refunds ran past your limit and the longest wait.
• Patterns to look at. Orders with several partial refunds, each with a plain reason it was flagged.
• Watch next month. One to three products or numbers that decide the next run.

How the work is checked

• Rates are set against the store's overall rate, with the sums shown.
• Each standout has a reason group and, where it ran, a cost.
• Small samples are named as small, not called a trend.
• No order, customer or listing was changed without a yes.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

Capabilities

• Read last month. Opens the saved refund rates by product, or marks this as the baseline run.
• Find rates and reasons. Works out each product's refund rate against the store's, and counts the reasons given.
• Choose the path for each standout. Sorts each standout into misleading listing, fit, damage or no clear cause, then prices it over 90 days.
• Read exchanges and speed. Checks the exchange share against last month and lists returns that ran past your refund limit.
• Check for patterns. Lists orders with several partial refunds, as a pattern to look at and not an accusation.
• Pick one fix. Ranks by money, names one fix to make first, saves the rates for next month and stops.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id monthly-returns-and-refunds-reviewer only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/monthly-returns-and-refunds-reviewer/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• A connection to your Shopify store, or exports of refunds and returns
• Product costs, so written-off stock is priced (strongly advised)
• What changed last month, such as a new supplier or a rewritten listing (optional)

Helpful context (optional)

• Product costs for your top sellers
• A note of listing, supplier or packaging changes last month

Tools and access

• Claude Code: It can keep the returns folder. You start the run on the 3rd of each month. It does not run on a timer unless you connect a scheduler.
• Shopify: The skills read refunds and returns from the store connection.

Functions and deliverables

• Product returns and refund reviewer: Compare refund rates and return reasons by product. Get cost gaps, late refunds and one proposed fix to review first.
  • Your refund rate by product against the store's rate
  • Return reasons per standout product and the likely cause
  • What returns cost over 90 days, product by product
  • The one fix to make first, and the rest in order
• Refund rate analyzer: Pick products, collections or dates. Get refund rates that point to quality or listing problems.
  • Refund rate for each group
  • Ranked list of worst offenders
  • Notes on likely quality or listing issues
  • Output as plain text or JSON
  Source: 40rty AI.
• Shopify return reason finder: Use Shopify returns from a chosen period to get reason counts by product and SKU.
  • Return reasons ranked by count
  • Your overall return rate for the window
  • Each product's and SKU's share of all returns
  • Clues pointing to quality or listing problems
  Source: 40rty AI.
• Exchange and refund split analyst: Get how many returns become exchanges, refunds or store credit, and how much revenue you keep.
  • Share of exchanges, credit and refunds
  • Recovery rate (exchanges plus store credit, counted by return)
  • Comparison with an earlier period
  • Readable or data-file output
  Source: 40rty AI.
• Refund speed checker: Get the average days from return request to refund, and the returns that ran late.
  • Average days to refund
  • List of returns that ran late
  • Open returns already overdue
  • Summary you can share with the team
  Source: 40rty AI.
• Return cost calculator: Find the true cost of returns by reason and product, with refunds, lost shipping and written-off stock, from your Shopify store data.
  • Return cost by reason
  • Return cost by product or SKU
  • Refund, shipping and stock loss totals
  • A ranked list of what to fix first
  Source: 40rty AI.
• Repeat partial refund spotter: Find Shopify orders with repeat partial refunds or a high refund share. Spot fraud, product complaints and returns gaps in your recent orders.
  • Flagged orders with refund history
  • Refund share for each order
  • Notes attached to each refund
  • Shortlist to check by hand
  Source: 40rty AI.
• Brand profile builder: Share your website. Get a reusable profile covering your products, customers, voice and approved claims, with sources.
  • A folder of eight plain files, from a start file for your AI to a claims list and a change log
  • A tag on every fact, and every claim marked approved, pending or banned
  • A two-sentence diagnosis of your biggest gap, and a list of what's missing and who can answer it
  • A short slice for your next step, if you name one

Tasks you can use it for

• Refunds are a visible cost and you do not know which products cause them.
• You think a listing or a size guide misleads, but cannot prove it.
• You want to check refunds are paid on time and the exchange share is not falling.

Limits to check before starting

• Your store has only a few returns a month: read each return by hand, since rates on so few orders mean little.
• You need to settle one refund dispute with a customer: handle that order yourself in your store admin and talk to the customer.
• You want to refund, cancel or edit orders for you: do that yourself in your store admin, since this agent only reads and reports.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Add the agent in Claude Code, or save it in .claude/agents, and connect your store.
• Ask it to review last month's returns on the 3rd.
• Read the fix to make first. Check the listing, size guide or packaging it names.
• Tell the agent what you changed. It saves that next to the product's rate.
• Run it again next month. It shows whether the rate fell.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/monthly-returns-and-refunds-reviewer for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.