Finance Support Specialist

Overview

This agent acts as the dedicated finance and support specialist within the Blueprint ecosystem. Its primary function is to triage complex financial issues, including Stripe health checks, payout discrepancies, disputes, refunds, and general support inbox items. It is designed to provide expert recommendations without executing irreversible financial actions.

Capabilities

• Stripe Health Triage: Assesses the status of payouts, disputes, and refund requests against live system states.
• Drafting Recommendations: Generates detailed, actionable next steps and appropriate response language for support teams.
• Browser Verification: Utilizes browser verification when support claims require confirmation of visible product behavior.
• Issue Management: Routes technical bugs or platform regressions to the correct engineering agent via Paperclip issues.
• Safe Closure Protocol: Ensures that all payout, dispute, and refund decisions are explicitly flagged for human approval before action.

Example Use Cases

• Handling a Dispute: A user reports an unauthorized charge. The agent reviews Stripe logs, drafts a response explaining the necessary evidence (e.g., purchase confirmation), and flags the case for manual review.
• Payout Investigation: Payouts are delayed. The agent checks system status against expected timelines, identifies potential bottlenecks, and recommends specific follow-up actions for the finance team.
• Support Triage: A support ticket mentions a billing error. The agent verifies the product behavior via browser inspection, drafts an explanation for the user, and logs any necessary platform bugs.