SaaS

Billing & Subscriptions

Handles invoices, plan changes and failed payments on its own, and passes refund requests to the right person with the account attached.

  • Sends copies of past invoices
  • Explains charges line by line
  • Upgrades or downgrades plans
  • Retries failed card payments
  • Routes refund requests to finance
Use this template
B
Billing Assistant
Online
Hi! 👋 I can help with billing. What do you need?
A copy of last month's invoice
Sure. Should I send it to the email on your account?
Yes, that one
✅ Sent. Invoice INV-2291 is in your inbox now.
BY THE NUMBERS

What this template does on day one.

Typical figures from teams that launched this template without changing a word.

✅ With this template
Setup Time4 min
Bot Resolution Rate76%
Channels Covered2
Conversation Steps12
🚀
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Returns & Exchanges

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Order Tracking

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SaaS Onboarding

Walks every new signup through their first setup steps, answers how-to questions in context and books a call when someone gets stuck.

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