Playbook · Customer Ops

Gold customer damaged-item complaint handling

Handle a Gold-tier complaint by phoning within two hours, resolving with store credit or a replacement order, then confirming in writing in the customer's language and solving the ticket (or setting Pending if unreachable).

DraftVersion 2 · last updated 16 Oct
Documented55%

Only Sara was observed (two recordings); the approver for amounts above AED 2,000, Omar's way of working and when to choose a refund versus a replacement are not yet covered.

Learned from
2 recordings
1 person
Who knows this
Only one person knows this

The procedure, step by step

12 steps

Each step was observed in real work. Open a source to see the exact moment in the recording.

  1. 1

    Open the Gold priority view in Zendesk and pick the complaint ticket.

    In oasishome.zendesk.com

    Where this came from
  2. 2

    Review the requester details on the ticket.

    In oasishome.zendesk.com

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  3. 3

    Open the customer profile in the admin page (via the requester link) and check the Loyalty tab and preferred language.

    In admin.oasishome.ae

  4. 4

    Call the customer from the admin page or Zendesk within two hours of the ticket and before sending any email; discuss replacement or refund.

    In admin.oasishome.ae

  5. 5

    End the call and log the call outcome and notes (language, apology, agreed resolution).

    In admin.oasishome.ae

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  6. 6

    Search for the order in the admin orders list and open it.

    In admin.oasishome.ae

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  7. 7

    If a refund was agreed: click Create refund, choose reason 'Damaged on delivery – loyalty exception', enter the amount, select Store credit and submit.

    In admin.oasishome.ae

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  8. 8

    If a replacement was agreed: click Create replacement order, choose the correct item, tick free installation, pick a delivery slot and submit.

    In admin.oasishome.ae

    Where this came from
  9. 9

    Add an internal note on the Zendesk ticket summarising the call, tier, language, call timing and the refund or replacement details.

    In oasishome.zendesk.com

    Where this came from
  10. 10

    Send a public reply confirming what was agreed on the call, in the customer's language, and set the ticket to Solved.

    In oasishome.zendesk.com

  11. 11

    If the call is not answered, send a public reply explaining the attempted call and the arranged resolution, and set the ticket to Pending.

    In oasishome.zendesk.com

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  12. 12

    Save an account note on the customer profile with the contact preference.

    In admin.oasishome.ae

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Exceptions — the knowledge nobody wrote down

3 exceptions

The cases where someone left the usual path, and explained why. These are the risks if the person who knows them is away.

  1. When
    The customer's preferred language is Arabic
    Then
    Never email first; Sara or Omar call personally within two hours, because an email first feels cold and they escalate. Send the written confirmation in Arabic only after the call.
    Where this came from
  2. When
    The customer is Gold tier and the order is past 30 days
    Then
    Waive the 30-day rule but give store credit, not a refund to the card.
    Where this came from
  3. When
    The Gold customer has received the wrong item twice
    Then
    Apologise for the repeat error and resolve with a replacement order plus free installation.
    Where this came from

Decision rules

5 rules

How the person decides, in their own words.

  1. When
    A Gold customer complains
    Then
    Call the customer within two hours of the ticket instead of replying by email.
    Where this came from
  2. When
    The refund amount is under AED 2,000
    Then
    No one else's approval is needed.
    Where this came from
  3. When
    The call is finished
    Then
    Send the email only as a confirmation of what was agreed by phone.
    Where this came from
  4. When
    The Gold customer is reached by phone and the issue is agreed on the call
    Then
    Log the call outcome as resolved, create the replacement order with free installation and confirm in writing on the ticket.
    Where this came from
  5. When
    The Gold customer does not answer the call
    Then
    Send a public reply explaining the attempted call and next steps, and set the ticket to Pending instead of Solved.
    Where this came from