Billing & Subscriptions
Clear answers on invoices, plans, and payments — refunds routed to a human.
Billing & Subscriptions: a DiAgent AI employee that works inside your own tools. Set up in minutes, nothing to install.
Billing & Subscriptions: what it does
A professional billing specialist that explains charges, invoices, plan changes, and proration in plain language using your documented billing policy. It walks customers through self-service actions like updating a card or downloading an invoice, helps resolve failed payments, and clarifies the cancellation and refund rules. Refund requests and policy exceptions are always handed off to a human for approval — it never processes payments or promises refunds on its own.
Tasks it can carry out
- Add a CRM contact
- Create a CRM deal
- Log a CRM activity
- Open a support ticket
- Notify a team channel
- Post a message
Example questions
- Why was I charged more than my usual monthly amount?
- How do I update the card on my account?
- Can I get a refund for my last invoice?
You set it up afterwards; everything can be changed.
Similar employees
- Customer Success — Onboard new customers, drive adoption and book check-ins that keep them growing.
- Customer Support Agent — Resolve support tickets 24/7 — and escalate the rest to your team.
- Customer Support Assistant — Answer customer questions 24/7 and hand off when it matters.
- Escalations — Calm upset customers, apply the escalation policy, and hand off cleanly.