For companies

A number for the $500 credit

An example of what the policy check changes when a support agent recommends customer credits. The headline is credits stopped, minus approver time, minus the plan. Customer value on approved credits sits beside it. The check did not cause that value.

Change the figures and share the link. See the $500 credit, step by step. Not a measured result.

Your figures

Every default is an example. It stays marked Example until you change it.

AI-recommended credits per month Example

How many credits the agent recommends in a month.

Average credit Example

Receipt field amount_usd on the example receipt.

Share that should need a person Example

Threshold

A credit over this amount needs a person. The example receipt's rule is “A customer credit over $100 needs a person”, v3. Amounts in this example are spread evenly from $0 to twice the average. The public example uses $100.

Estimated share unnecessary or too large Example

Percent of the credits a person reviews that they stop or shrink. Your estimate, not a measured rate.

Average retained value when a credit saves a customer Example

Example estimate. The example receipt's outcome is “Customer stayed. Ticket not reopened.” Its business_impact_usd is the customer value on that credit. It is tracked beside the savings. It is not part of what the check saves. A negative figure means the credit cost more than it saved.

Approver minutes per decision Example

Minutes a person spends on one credit. A receipt's latency_ms is the measured stand-in once you have an export.

Loaded hourly cost Example

What an hour of the approver's time costs the company, loaded.

Plan Example

For a company. Team is $99 a month on the pricing page.

What the check saves

Credits stopped, minus approver time, minus the plan. Not a measured result.

What the check saves each month Example: $3,321.00
Credits held for a person Example: 36
Dollars of unnecessary or oversized credits stopped Example: $3,600.00
Approver time cost Example: −$180.00
Plan cost Example: −$99.00

Tracked beside the savings

Customer value on approved credits (tracked on receipts, not caused by the check) Example: $69,120.00
Time saved versus a person approving every credit Estimate: $20.00

This is a calculation. It is not a measured result.

Compare plans

How the number is calculated

Credit amounts in this example are spread evenly from $0 to twice the average. A credit needs a person when the amount is over the threshold. What the check saves counts only the credits a person stops or shrinks, then subtracts approver time and the plan. Customer value on approved credits is the next line. It is not added in.

Share needing a person = 1 − $100 / (2 × $500) = 90%
Credits held for a person = 40 × 90% = 36
Dollars of unnecessary or oversized credits stopped = 36 × $500 × 20% = $3,600.00
Approver time cost = 36 × 4 ÷ 60 × $75 = $180.00
Plan cost = $99.00, Team on the pricing page
What the check saves each month = $3,600.00 − $180.00 − $99.00 = $3,321.00
Customer value on approved credits = 36 × 80% × $2,400 = $69,120.00. Tracked on receipts, not caused by the check.
Time saved versus a person approving every credit = $200.00 − $180.00 = $20.00. Estimate.

What this does not count

Credits at or under the threshold. They go out with no person, so they are not in the credits the check stops. They are in the time-saved estimate, because a person approving every credit would have reviewed them too.
Customer value on approved credits. A receipt can record it. The check did not cause it, so it is not in what the check saves.
A before-and-after study. When you have a receipt export, start a case study and paste the receipt links.