Agentforce for Billing Employee Assistance

Billing Employee Assistance is designed for internal users, such as:

• Finance or Billing operations teams who frequently track payments and monitor outstanding invoices for customer accounts.
• Customer service teams who handle inquiries that require fast and accurate billing information.
• Collections specialists who need immediate insight into outstanding invoices or upcoming payments.

Use Billing Employee Assistance to:

• Accelerate internal inquiry handling by giving teams direct conversational access to billing data.
• Reduce context switching by viewing invoices, payments, and balances in one place.
• Improve billing clarity and transparency through consistent explanations of line items and charges.
• Enhance operational efficiency by eliminating manual record navigation and repetitive lookup steps.

Billing Employee Assistance runs inside your Salesforce org and uses your existing Agentforce Revenue Management Billing data to answer billing questions. When an internal user needs information, such as an explanation for a specific invoice line, the customer’s outstanding balance, or the next payment due, they can open Agentforce and ask a question in natural language.

The agent uses generative AI with real-time billing data retrieved through supported flows to return concise, plain language explanations. It can summarize invoice charges, list payment plan details, generate or retrieve invoice documents, and surface key account information to help employees resolve questions quickly and accurately.

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions with the Agentforce Revenue Management Billing license with the Agentforce Employee Agent add-on. Contact your Salesforce account executive for more information.

To review the billing considerations for Billing Employee Assistance, see Considerations for Agentforce in Revenue Management.

• Set Up Billing Employee Assistance
  To use additional Billing features, turn on the required features and assign permissions.
• Subagent: Invoice Line Explanation
  Help users understand their invoice lines by providing detailed explanations of each charge, including the reasons and calculation methods.
• Subagent: Billing Collections Management
  Use Agentforce to help teams quickly assess and act on customer account health. The Billing Collections Management subagent provides an at-a-glance view of financial standing, highlighting high-risk invoices based on payment history, disputes, and outstanding balances, along with recommended next actions.
• Subagent: Billing Inquiries
  Use Agentforce to help internal teams quickly access and understand key billing information. The Billing Inquiries subagent answers questions about account balances, payment plans, upcoming payment dates, invoice details, and downloadable invoice documents. Users can ask about an account or a specific invoice, and the agent automatically identifies the right billing flow to run. The subagent consolidates information from Agentforce Revenue Management Billing so teams can resolve billing questions efficiently and confidently.