E-commerce

AI chatbot for try-before-you-buy: explain rules, deadlines, and billing

AI chatbot for try-before-you-buy: explain rules, deadlines, and billing

July 1, 2026

"The bot says I am refunded when it is an annulled authorization." "The AI promises the void tomorrow without checking the return scan." "Chatbot confuses Klarna and try before you buy." Three failures where a poorly calibrated TBYB bot over-promises void capture or mixes up payment models.

A try-before-you-buy AI chatbot does not replace TBYB agents (#629). It reads TBYB-MAP, looks up auth_status API, cites trial_days capture_trigger, and hands off void dispute partial to humans.

This guide #630 covers intents bot_tbyb_*, flow TBYBbot, and KPI tbyb_bot. Companion bot of the TBYB playbook (#629). New AI conversion use case: explaining auth capture void without executing payment.

Summary

Why automate TBYB with a bot?

"Why is my card blocked?", "if I send it back before the end of the trial am I charged?" and "when does the final payment go through?" come up as early as checkout and D+3 post-delivery. A calibrated bot cites TBYB-MAP trial_end_date capture_trigger_rule without promising void capture or refund bot.

What the tier 1 bot resolves

  • Explain model: customer_copy auth hold vs debit map

  • Card imprint: auth_hold_amount_rule quotes API status

  • Trial window: quotes trial_days trial_end_date

  • Capture timing: capture_trigger_rule info without executing

  • Void return: VOID-NOT-REFUND return_method guide

TBYB programs reduce tickets when auth and capture are explained before card validation (Loop Returns, TBYB 2026). The bot intercepts bot_tbyb_auth_status before NO-CAPTURE violation.

TBYBbot vs TBYB #629, BNPL, TRYHOME #628 and kit #538

Five contents, five different payment and trial models.

Quick matrix

Pipeline: bot explain auth capture tier 1 → #629 void dispute partial execute finance.

Which bot_tbyb_* intents should be configured?

Eight TBYB bot intents mapped to tbyb_* typologies #629.

Eight bot_tbyb intents

  • bot_tbyb_explain : customer_copy how works auth capture map

  • bot_tbyb_auth_status : auth_hold_amount status authorized voided API

  • bot_tbyb_trial_window : trial_days trial_end_date mention

  • bot_tbyb_capture_info : capture_trigger_rule when charged mention

  • bot_tbyb_return_guide : return_method return_window_days void_auth_on_return guide

  • bot_tbyb_void_explain : VOID-NOT-REFUND return before capture explain

  • bot_tbyb_bnpl_reroute : Klarna Alma confusion → payhelp bot

  • bot_tbyb_handoff : void execute dispute partial → #629

Tier 1 auto : explain, auth_status, trial_window, capture_info, return_guide, void_explain if TBYB-MAP + payment API.

bot_tbyb_handoff manual void charge dispute partial keep → agents #629 payload tbyb_id order_ref return scan.

How do I consume TBYB-MAP #629?

The bot reads TBYB-MAP #629: tbyb_program_id, sku_or_eligibility, auth_hold_amount_rule, trial_days, capture_trigger_rule, return_window_days, return_method, void_auth_on_return, partial_return_policy, bnpl_distinction_copy, customer_copy.

Lookup grounded

  • Order TBYB detect: checkout flag TBYB → TBYB-MAP row

  • TBYB-STATUS-VERIFY-BOT: auth_status capture_status API before cite

  • NO-CAPTURE-BOT: bot does not capture nor trigger auto_capture

  • NO-VOID-BOT: void auth execute handoff #629 only

  • VOID-NOT-REFUND-BOT: return before capture = void explain no refund promised

  • TRYHOME628-REROUTE-BOT: home trial drop-off → #628 TRYHOMEbot distinct

Alignment anti-hallucination (#123): trial_days capture void = TBYB-MAP + auth_status API whitelist only.

TBYBBOT-SUP policy in six rules

Six rules for a safe try-before-you-buy bot.

  1. TBYB-MAP-GROUNDED: trial_days captures void auth from map only

  2. TBYB-STATUS-VERIFY-BOT: auth_status API status before trial_end cite

  3. NO-CAPTURE-BOT: bot neither captures nor confirms charge execute

  4. NO-VOID-BOT: bot neither voids auth nor confirms void execute

  5. VOID-NOT-REFUND-BOT: return before capture explain void not refund promised

  6. DISPUTE-HANDOFF-BOT: charge dispute partial → #629 agents

Flow TBYBbot TBB-1 to TBB-8

Eight-step try-before-you-buy bot flow.

  1. TBB-1 Classify: bot_tbyb_* intent detect

  2. TBB-2 Collect: tbyb_id order_ref auth capture return question

  3. TBB-3 TBYB-MAP: trial_days capture void return rules

  4. TBB-4 Payment API: auth_status capture_status trial_end_date return_scan

  5. TBB-5 Guardrail: NO-CAPTURE NO-VOID VOID-NOT-REFUND-BOT

  6. TBB-6 Respond: TPL-TBYBbot grounded map API

  7. TBB-7 Handoff: void dispute partial → #629

  8. TBB-8 Log: intent tbyb_program_id tag tbyb_bot

TPL-TBYBbot-AUTH Example

“Order [order_ref] TBYB: authorization [auth_hold_amount_rule map] status [auth_status API]. Not an immediate charge. Trial end [trial_end_date map]. Capture if keep: [capture_trigger_rule map info without executing]. Bot does not trigger payment.”

Templates TPL-TBYBbot and touchpoints

Four essential templates.

TPL-TBYBbot-EXPLAIN

Program [tbyb_program_id]: [customer_copy map]. Card authorization [auth_hold_amount_rule], no immediate charge. Trial [trial_days] days. [bnpl_distinction_copy map]. Return [return_method].

TPL-TBYBbot-CAPTURE

End of trial [trial_end_date]. Capture according to [capture_trigger_rule map]. Keep: charge [montant map info]. Return before [return_window_days] days: void auth [void_auth_on_return map explain]. Capture dispute: agent #629.

TPL-TBYBbot-RETURN

TBYB Return [tbyb_id]: [return_method map]. Due [date]. Return before capture: authorization cancellation, not a standard refund VOID-NOT-REFUND. Bank hold release: [bank_release_days map] days (banking processing time).

TPL-TBYBbot-HANDOFF

Request [void execute / charge dispute / partial keep] forwarded to TBYB team. Order [order_ref] tbyb [tbyb_id]. SLA [handoff_sla].

Touchpoints

  • TBYB Checkout widget: bot_tbyb_explain embed

  • Email Day+0 order : bot_tbyb_auth_status entry

  • Customer trial area: bot_tbyb_capture_info widget

  • Email Day-3 end of trial: bot_tbyb_trial_window deep link

Edge cases and reroutes

Five cases outside tier 1 standard TBYB bot.

Bot never executes capture void or waive auto_capture: agents #629 workflow TB-7.

Essential TBYB bot KPIs

Five TBYBbot management metrics.

  • tbyb_bot_auth_deflect: auth hold explained without agent

  • tbyb_bot_capture_deflect: capture timing info resolved TPL-CAPTURE

  • tbyb_bot_void_deflect: VOID-NOT-REFUND return guide resolved

  • tbyb_bot_handoff_rate: void dispute partial / total tbyb bot

  • tbyb_bot_capture_promise_violations: capture or void promised bot target audit 0

Target: tbyb_bot_capture_promise_violations 0 and tbyb_bot_auth_deflect greater than 70% with TBYB-MAP sync.

TBYBbot Anti-patterns

Five common errors with the try-before-you-buy bot.

  1. Promise capture bot: NO-CAPTURE-BOT handoff #629

  2. Confirmed void bot: NO-VOID-BOT agents execute only

  3. Promise refund before capture: VOID-NOT-REFUND-BOT void explain

  4. Invented deadline: TBYB-STATUS-VERIFY-BOT trial_end API

  5. Confusing BNPL or TRYHOME: reroute payhelp #628 distinct

TBYBbot with Qstomy

Qstomy on Shopify: detect bot_tbyb intent, TBYB-MAP RAG grounded, auth_status API lookup, VOID-NOT-REFUND cite, handoff #629 void dispute payload.

Pipeline: #630 bot explain auth capture tier 1 → #629 void dispute partial escalate finance.

Explore AI support and request a demo.

Checklist, FAQ and going further

TBYBbot Checklist (8 steps)

  1. Sync TBYB-MAP #629: RAG bot checkout widget TBYB

  2. Policy TBYBBOT-SUP: 6 NO-CAPTURE NO-VOID rules

  3. 8 intents bot_tbyb_*: flow TBB-1 to TBB-8

  4. 4 templates TPL-TBYBbot-*: EXPLAIN CAPTURE RETURN HANDOFF

  5. Payment status API: connect TBB-4 auth_status trial_end

  6. Email D-3 embed: bot_tbyb_trial_window widget

  7. Red team 10 prompts: void promis capture bot BNPL confused

  8. KPI Dashboard: tbyb_bot_* section 9

FAQ

Difference #629?
#629 = agents void dispute partial execute finance. #630 = bot tier 1 auth delays capture handoff.

Does the bot confirm void and cancel the authorization?
No. NO-VOID-BOT void_auth_on_return info only handoff #629.

Difference from TRYHOME bot #628?
#628 = home trial deposit keep return. #630 = auth capture checkout TBYB.

Does the customer think they will be refunded?
TPL-TBYBbot-RETURN VOID-NOT-REFUND: void auth if returned before capture, not standard refund.

Going further

This week: index TBYB-MAP RAG, connect auth_status API bot, red team void promis bot.

Enzo

July 1, 2026

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