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Financial Services
Cashback status and history
Track cashback earnings, balances, and redemption options in real time.
Available in:
Messaging
Email
Voice
Why should you use this Playbook?
Customers expect instant access to their rewards. This Playbook delivers real-time visibility into cashback balances and policies, reducing inquiries and increasing engagement.
When should you use this Playbook?
When customers ask about their cashback balance, pending rewards, redemption options, or want to see cashback transaction history.
What does this Playbook do?
- Fetches current cashback balance
- Displays pending and current cashback amounts
- Shows transaction history with cashback earnings per purchase
- Provides cashback payout policy