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The Agent Trials / Tasks / The missing payments

Customer service · Task 15 of 34

The missing payments

Answer a customer chasing four payments she says never reached her, and write up the case, when neither she nor the company's records are wholly right.

Setting
Home-goods retailer, customer service
Deliverable
A reply email, a case note, and the case's money and timeline records
Data qualityConflicting sourcesHouse formatUnstated requirements
8
Models
ran the standard setup
93%
Best score
Opus 5
83%
Median score
across those models
5 min
Typical run
median time, standard setup

The task

Covering a home-goods retailer's escalations queue, the agent finds a customer's complaint waiting since Saturday: four payments, she says, never reached her card — a returned rug's refund, a price difference promised in a chat, money off a damaged lamp agreed by a manager, and the delivery charge on a sofa she says came late. It must reply, write the case note and keep the case's money and timeline records, working from the company's service hub one text page at a time: accounts, orders, finance sheets, team chat and mail, policies and closed cases. Nobody answers questions.

The prompt only asks for a reply and a record; the real test is tracing each payment when the customer, an earlier reply and a quick search can each mislead, and writing it up the way past cases were.

What it tests

Spotting faulty records

The company's own records carry filing slips, so an empty search proves nothing and a payment on file may not be what it seems.

Weighing sources that disagree

The customer, the company's earlier replies, its closed cases and its finance records do not tell one story, and the agent must work out which one settles each payment.

Matching the house format

The reply, the note and both records must write each item, order, refund and charge the way past ones do, and no document says how.

Working out what the job really needs

How the company puts its own slips right, what goes to Finance and what a customer is never told show only in closed cases and a manager's messages.

Challenges

1Money filed in the wrong place

In a real ledger a payment can be entered against the wrong record, so what a quick search shows, or what an earlier reply says, may not be what happened.

2Two past cases that fit

Two closed cases in the team's archive each look like this one and lead to different write-ups; only the records say which one this is.

3A customer who is partly right

Like many upset customers, she is right that something went wrong with her money but not about every payment, and the reply must turn down what does not hold without calling her mistaken.

4Conventions shown, never stated

Every past reply and note writes items, orders, refunds and charges the same way, and no document says so.

5True things that must stay out

The records hold accurate details about other customers, colleagues and the team's own limits, and a reply that explains too much gives them away.

Results

0%25%50%75%100%StandardHintedTold everythingOpus 5Opus 5.5GPT-6.1 SolFable 5.1GPT-6 AstraSonnet 5Sonnet 5.5GPT-6 Luna
ModelStandardHintedHouse style toldTime (standard)Cost (standard)
Opus 593%92%92%10 min$6.25
Opus 5.591%83%97%5 min$2.47
GPT-6.1 Sol85%96%84%4 min–
Fable 5.184%83%97%7 min$5.54
GPT-6 Astra83%92%92%5 min–
Sonnet 572%75%76%9 min$1.81
Sonnet 5.567%90%81%3 min$0.90
GPT-6 Luna46%0%44%2 min–

One run per model and setup, except where a model ran a setup more than once: its score, time and cost are then the means of its runs. 100% = everything right (or, for a plan scored in money, the best plan); 0% = the obvious answer or worse.

Setups: Standard, the job as asked; Hinted, plus one hint; House style told, the house-style rules the past replies follow, given up front; nothing about the payments. Cost – means the run's cost was not measured.

What models got right and wrong

Test environment

Kind
Application: the Cedarline Service Hub, a mock internal system of a home-goods retailer (cases, customer accounts, orders, finance reports and a knowledge base), served on the same Mac and logging every page the agent opens. One case waits in the Escalations queue: a customer chasing four payments
Agent's interface
One Mac (macOS). Claude Code 2.1.292, headless: the desk browser's 8 tools over MCP and its own Read, Write and Edit in its work folder. Codex CLI 0.160.0 (the GPT models): the desk browser's 8 tools and a file tool that lists, reads and writes files in output/ only, its shell off
Documents
None in the work folder: the case's 66 files are pages of the Hub, filed in eight folders (30 past cases, 12 order and returns records, 7 case files, 6 internal emails and logs, 5 policies, 3 customer records, 2 finance reports, 1 chat export): 24 TXT, 20 EML, 12 CSV, 6 DOCX, 4 XLSX
Applications
The Hub, through the desk browser only: Home with the Escalations queue, case pages with their files and related cases, account pages, finance reports with a filter box on each sheet, a knowledge base and a header search over record fields and file titles (not file contents). Every file shows as text. The desk browser's tools: open, click, read, scroll, back, type, submit and calc. No shell, no browser
Web
None. Claude Code's web search and fetch are not among its tools, Codex's web search is off, and neither has a shell, so the agent cannot reach the internet; the Mac itself is online for the model calls
People
None. No one answers: the Hub is read-only
Time
None: a fixed moment, Monday 2 November 2026, 9:20 am EST, given in the prompt and shown by the Hub. Nothing changes during a run
Actions
Read, search and filter only: every Hub view is read-only, so nothing can be sent, refunded, edited or paid. The agent writes only files in output/
Deliverable
The reply output/reply.eml (an email to the customer), the case note output/case_note.txt, and two records: output/money_lines.csv and output/timeline.csv
All 34 tasks