Energy & Utilities

Bill and Energy Usage Insights

Centralize billing, rates, and consumption data to generate AI-driven summaries and insights, enabling agents to provide fast and reliable support to your customers.

Billing Summary

Assess billing details swiftly, summarizing key information like recent bills, amounts, and consumption for efficient customer support.

Objects Referenced
Billing Account, Location, Consumption, Service type,

Data Sources
CRM, Billing Data

Template Type
Record Summary

How to use
Generate a summary at the touch of a button within your workspace.

Availability
GA Oct. '24

Bill History Insights

Speed up issue resolution by tracking and analyzing bill fluctuations over different periods, identifying significant changes and potential causes such as seasonal variations.

Objects Referenced
Billing Account, Location, Consumption, Service type,

Data Sources
CRM, Billing Data, Weather Data

Template Type
Record Summary

How to use
Generate a summary at the touch of a button within your workspace.

Availability
GA Oct. '24

Rate and Usage Insights

Compare energy usage and costs to optimize consumption and reduce expenses by adjusting habits or addressing inefficiencies.

Objects Referenced
Billing Account, Location, Consumption, Service type,

Data Sources
CRM, Billing Data

Template Type
Record Summary

How to use
Generate a summary at the touch of a button within your workspace.

Availability
GA Oct. '24

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.