Billing questions answered with the right number, the first time.
The Billing & Accounts agent reads the customer's plan, billing date and seat count, applies your proration and credit rules to the rupee, and recovers failed payments before they become churn.
Resolves
- Upgrades and downgrades
- Proration and credits
- Invoice and GST requests
- Failed-payment recovery
- Seat changes
- End-of-term cancellations
Hands off
- Refunds to a card or bank
- Disputed or duplicate charges
- Custom contract terms
- Customers who ask for a person
What it handles
Built around the questions your team already answers.
Plan changes
Explains what changes between plans, confirms the effective date, and moves the account once the customer agrees.
Proration and credit logic
Calculates the exact prorated amount from your billing rules, whether you prorate to the day, the month or not at all.
Invoices and GST
Sends the right invoice with the customer's GSTIN, explains line items, and re-issues to a new billing contact when needed.
Failed-payment recovery
Tells the customer which card failed and how long service stays active, then sends a secure update link.
Seats and members
Shows seats used against seats paid, quotes the prorated cost of adding more, and applies the change.
Cancellations
Confirms what happens at term end, keeps access until then, and offers a downgrade first only if you choose to.
Worked example
One downgrade with proration, end to end
A customer on the Pro plan, billed three days ago, wants to move to a cheaper plan.
Outcome
Resolved without a billing ticket. The credit sits inside the ₹2,000 limit, so no approval was needed.
- Customer 14:20
“I want to change this. Pro is more than we need.”
- System 14:20Billing record
Account matched: Pro, monthly, 8 of 10 seats, last charged 25 Sep.
- Agent 14:20Eligible
“Reads this as a plan downgrade. Checks Billing policy 4.3: mid-cycle changes prorated to the day as credit. Starter supports up to 10 seats.”
- System 14:20Proration
Remaining 27 days of Pro minus Starter for the same period: ₹1,240 credit.
- Agent 14:21
“I can move you to Starter today and apply a ₹1,240 credit to your 25 Oct invoice. Your 8 seats carry over. Shall I go ahead?”
- Customer 14:22
“Yes, do it.”
- Agent 14:22Plan changed
“Done. You're on Starter now, and the credit is on your account. I've emailed the updated summary to your billing contact.”
Intents covered
Mapped before you connect anything.
Plans
Charges
Invoices
Payments
Limits you set
The agent acts. You decide how far.
Account credit
Larger credits are prepared and sent for approval.
Plan changes
You can require approval for downgrades on annual contracts.
Refunds to card
Money leaving your account always goes through a person.
Retention offers
Turn on to let the agent offer a configured discount before cancelling.
Values shown are starting defaults. Every limit is editable per workspace.
Questions
About the Billing & Accounts agent
Does the agent calculate proration itself?
It applies the proration method you define in grounding and uses the plan prices and billing dates from your billing source. It shows the figure with the rule it came from.
Can it handle annual and monthly plans differently?
Yes. Rules can differ by billing interval, plan and region, and the agent picks the rule that matches the account.
Will it ever issue a refund to a card?
Not by default. Card and bank refunds are always handed to your billing team with the transaction details already gathered.
Which question fills your inbox?
Pick the one that sounds most like your customers. We'll set you up with that agent first.