Nearly half of all customer support calls are billing related and service reps need a way to handle these enquiries quickly. Resolve billing enquiries faster with generative AI that identifies anomalies and summarises usage and billing with pre-built prompts.
Analyse and summarise discrepancies across billing cycle anomalies with pre-built prompts and provide suggestions around how to avoid similar charges in the future.
Objects Referenced
Account, Contact, Invoice, Bills
Data Sources
CRM
Template Type
Record Summary
How to use
1. In the Service Console, go to Billing Enquiry Assistant
2. Under Enquiry Type, select Unexpected Bill Amount Enquiry
3. Select relevant bills
4. Click Analyse with Einstein
Availability
GA Now
Summarise data consumption for an account or subscriber for a defined period of time with pre-built prompts and integrations to TM Forum APIs.
Objects Referenced
Account, Contact, Invoice
Data Sources
CRM
Template Type
Record Summary
How to use
1. In the Service Console, go to Billing Enquiry Assistant
2. Under Enquiry Type, select Data Consumption
3. Click Analyse with Einstein
Availability
GA Now
Summarise call usage for an account or subscriber for a defined period of time with pre-built prompts and integrations to TM Forum APIs.
Objects Referenced
Account, Contact
Data Sources
CRM
Template Type
Record Summary
How to use
1. In the Service Console, go to Billing Enquiry Assistant
2. Under Enquiry Type, select Call Usage
3. Click Analyse with Einstein
Availability
GA Now
Track all billing and payment activity for a specified period of time with a pre-built prompt.
Objects Referenced
Account, Contact, Invoice
Data Sources
CRM
Template Type
Record Summary
How to use
1. In the Service Console, go to Billing Enquiry Assistant
2. Under Enquiry Type, select Payment and Balance Enquiry
3. Click Analyse with Einstein
Availability
GA Now
DISCLAIMER: Salesforce pre-built AI solutions are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available.
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