AI Chat: Financial and Billing Inquiries

The AI Chat Agent can help with financial and billing inquiries:

• Retrieve invoice lists:
  "List all open invoices for Customer Y" – The agent will retrieve lists of invoices based on criteria like status, customer, and date range.
• Get invoice details:
  "Show details for invoice INV-12345" – The agent will provide details for specific invoices, including number, customer, amount, status, due date, issue date, and line items if possible.
• Filter invoices by status:
  "List all open invoices for Customer Y" – The agent can filter invoices by status (e.g., Open, Partial Paid, Full Paid).
• Filter invoices by amount:
  "Show me open invoices over $10,000" – The agent can filter invoices based on amount (e.g., greater than, less than).

Example – Checking Invoice Status:

User: "What's the status of invoice INV-12345?"

Agent: "Invoice INV-12345 for Customer ABC is currently Open. Amount: $5,250.00. Due date: May 15, 2025. It was issued on April 15, 2025."

• Generate financial reports:
  "Show me total outstanding invoices by customer" – The agent will execute calculations and present the results as a table.
• Download invoice data:
  When the agent displays a table of invoice information, click the Download button to save it as a CSV file for offline analysis or sharing.
• Email invoice reports:
  When the agent displays a table of invoice information, click the Email button to send it directly to a personal email address or another recipient.
• Save and organize conversations:
  Start a new conversation for each different financial inquiry to keep the chat history organized and easy to navigate.

Example – Generating and Sharing a Financial Report:

User: "Show me all invoices over $5,000 that are past due"

Agent: [Displays a table with past due invoices]  [Download] [Email] 

User: [Clicks Email button] 

Agent: "I'll email this table to you. Would you like to send it to another address as well?"

User: "Yes, please send it to accounting@ourcompany.com"

Agent: "Email sent! The table has been delivered to your email and accounting@ourcompany.com."