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Navix Labs - Ideas Portal
2 VOTE
Status Planned
Categories Disputes
Created by Chris Juracka
Created on Apr 18, 2025

Dispute follow up templates and automation

We've created dedicated follow-up templates for customers (e.g. still needing paperwork). The problem is that results in creating a new dispute in order to leverage the template. More ideal is that the original dispute has a "easy button" for follow-up that leverages a template (format). Even better, also have settings that would automate the follow up based on elapsed number of days.

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    Kyle Wegman
    Apr 18, 2025

    Hi Chris- We love this idea. We're building a new Rules Engine that will allow us to automate cases exactly like this- to choose a new template and tell the system exactly when to use it.

    We plan to pick up our next-gen disputes around mid-Q3, once the Business Rules Engine is completed, we will line this up on the Roadmap as a part of that work