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Agentforce for Billing Service Assistance Agent
Use Billing Service Assistance Agent to give customers fast, conversational explanations for invoice charges directly in your Experience Cloud billing portal.
If customers are confused by charges on their invoices, Billing Service Assistance Agent helps them get clear explanations without opening a support case. Customers stay on the invoice page, ask questions about specific invoice lines, and receive generative AI–powered explanations in real time.
Billing Service Assistance Agent is for external community users who use your billing portal to review and manage their own invoices. These users include:
- Individual customers who sign in to view, download, or pay invoices.
- Business or partner contacts who access billing information for their account through the portal.
Use Billing Service Assistance Agent to:
- Deflect billing-related support cases by resolving common charge explanation questions directly from the self-service portal.
- Improve customer clarity by providing plain-language explanations for technical or confusing invoice charges.
- Offer a consistent self-service experience where customers get help without leaving the invoice page.
Billing Service Assistance Agent runs in your Experience Cloud billing portal and uses existing billing data to explain invoice charges. When a signed-in customer views an invoice, they open Embedded Messaging and ask a question such as “Explain this Slack subscription fee.” The agent uses generative AI with Agentforce Revenue Management Billing data to return a short, plain-language explanation in the chat window.
- Set Up Billing Service Assistance Agent for Experience Cloud
Configure service access, security, and data sharing so that external users can securely interact with Billing Service Assistance Agent through Embedded Messaging in an Experience Cloud site.
