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Billing & subscription agent

It handles plan changes, invoices, seats, renewals and dunning conversations — reducing involuntary churn and freeing your team from billing tickets.

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Billing & subscription agent

B2B SaaS & Technology agent
What it doesAnswers, acts & moves money
Works withBilling · CRM
ChannelsIn-app, email
Grounded byyour pricing & terms
Action levelFinancial
In practice

A resolution, start to finish.

No forms, no queue, no hold music — the agent understands, checks your data, and completes the task in the same conversation.

U
“I need to add 5 seats and update our invoice details.”
W
On it — let me check that now.
◎ Look up the account⚙ Apply the change✓ Resolved
W
All done — you’re sorted. Anything else I can help with?
How it works

From first message to resolved.

The agent runs the full loop — understand, ground in your data, decide, act with the right approvals, then record and learn.

The agent Grounded retrieval Safety & approvals
1 · Trigger
The customer reaches out“I need to add 5 seats and update our invoice details.”
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2 · Understand
Read intent & detailswhat’s being asked, and the specifics
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3 · Gather · in parallel
Look up the accountplan, seats, invoices
Check pricing & termsproration, limits
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4 · Decide
Apply your rulesIs the change within self-serve limits, or does it need finance approval?
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5 · Safety check
Guardrails & approvalsensitive actions pause for a person; PII protected
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6 · Act
Apply the changeseats, plan, invoice details
Handle dunningretry, update card, remind
Reply to the customerclear, grounded, resolved
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7 · Record & learn
Log & improvefull audit trail; better next time
Who does what

Automatic when it’s safe. A person when it matters.

The agent handles auto

  • Seat and plan changes within limits
  • Invoice questions and updates
  • Standard dunning follow-ups

Routed to a person human

  • Custom contracts and discounts
  • Refunds above your limit
  • Disputed or overdue enterprise invoices
Data & actions

What it reads, and what it does.

Reads

data

Subscription, invoices, payment status and pricing terms.

Does

action

Updates seats and plan, edits invoice details, and manages dunning.

Moves money

payment

Processes plan changes and payment retries within your limits.

Built-in guardrails

Safe by design.

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Cards handled securely

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Contract changes need approval

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Full audit trail on billing actions

More B2B SaaS & Technology agents

The rest of the B2B SaaS & Technology team.

See the billing & subscription agent working on your data.

Book a short demo and watch it resolve a real B2B SaaS & Technology interaction, end to end.