Communications

Billing Inquiry Management

Nearly half of all customer support calls are billing related and service reps need a way to handle these inquiries quickly. Resolve billing inquiries faster with generative AI that identifies anomalies, and summarizes usage and billing with pre-built prompts.

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Billing Anomaly Summary

Analyze and summarize 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 Inquiry Assistant
2. Under Inquiry Type, select Unexpected Bill Amount Inquiry
3. Select relevant bills
4. Click Analyze with Einstein

Availability
GA Now

Data Consumption Summary

Summarize 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 Inquiry Assistant
2. Under Inquiry Type, select Data Consumption
3. Click Analyze with Einstein

Availability
GA Now

Call Usage Summary

Summarize 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 Inquiry Assistant
2. Under Inquiry Type, select Call Usage
3. Click Analyze with Einstein

Availability
GA Now

Running Balance Summary

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 Inquiry Assistant
2. Under Inquiry Type, select Payment and Balance Inquiry
3. Click Analyze 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.