The agent first analyzes historical transaction data to generate an optimized, compliant surcharge model based on the organization’s payment patterns. Once the finance team reviews and approves the surcharge rules through a secure portal, the agent activates against the live payment environment. Fully integrated with payment systems from the start, it continuously identifies card types, determines the legally permissible surcharge, and applies it to eligible transactions in accordance with regional laws and network policies.
This automation ensures precise fee recovery, mitigates legal and financial risks, and removes the need for manual oversight. By streamlining the surcharge process, the agent improves revenue integrity, operational efficiency, and compliance, allowing finance functions to focus on strategic priorities rather than transactional burdens.
[image] => https://d3tfuasmf2hsy5.cloudfront.net/assets/worker-templates/debit-memo-verification-agent.svg [video] => [icon] => https://d3tfuasmf2hsy5.cloudfront.net/assets/worker-templates/debit-memo-verification-agent.svg [sourceType] => FILE [status] => REQUEST [department] => Billing [subDepartment] => Accounts Receivable [process] => Surcharge Management [subtitle] => Helps enterprises recover credit card processing fees by automating surcharge calculation and application within payment systems. [route] => surcharge-billing-agent [addedOn] => 1752133865823 [modifiedOn] => 1752133865823 ) [1] => Array ( [_id] => 671f6e435f784e002466e317 [name] => Refund Validation Agent [description] => The Refund Validation Agent is designed to automate and streamline the process of validating refund requests by leveraging Generative AI. It cross-references each refund request with the corresponding original purchase record to ensure accuracy and eligibility, significantly reducing the need for manual intervention. By automating this task, the agent minimizes errors and accelerates the overall process, enabling faster resolution of refund requests. Its seamless integration with existing systems ensures real-time updates and smooth data flow, enhancing operational efficiency and maintaining consistency across records. This automation not only improves internal workflows but also contributes to a more positive experience for end-users by ensuring timely and accurate refund processing.A standout feature of the Refund Validation Agent is its ability to provide instant alerts when discrepancies or issues are identified. This real-time notification system ensures that relevant team members can address potential problems promptly, reducing delays and improving visibility into the process. The agent’s capability to update records in real-time further ensures that all stakeholders have access to the most accurate and up-to-date information. This level of transparency and efficiency helps build trust and reliability in the process, ensuring that refund requests are handled with precision and care. By automating these tasks, the agent not only speeds up operations but also maintains a high standard of accuracy.
The Refund Validation Agent also incorporates a human feedback loop, allowing users to provide corrective inputs in natural language. This feedback is used to refine the agent’s decision-making process, enabling it to adapt to complex or unique scenarios over time. The iterative learning process ensures that the agent continuously improves its accuracy and effectiveness, making it a reliable tool for handling refund validations. This approach ensures that the agent remains aligned with the specific needs of the process while continuously enhancing its functionality.
[image] => https://d3tfuasmf2hsy5.cloudfront.net/assets/worker-templates/refund-validation-agent.svg [icon] => https://d3tfuasmf2hsy5.cloudfront.net/assets/worker-templates/refund-validation-agent.svg [sourceType] => FILE [status] => REQUEST [department] => Billing [subDepartment] => Refund Processing [process] => Refund Validation [subtitle] => Validates customer refund requests against original transactions, ensuring accuracy in the refund process. [route] => refund-validation-agent [addedOn] => 1730113091105 [modifiedOn] => 1730113091105 ) [2] => Array ( [_id] => 671f6e3d5f784e002466e312 [name] => Automated Dunning Agent [description] => The Automated Dunning Agent leverages GenAI to automatically send reminders for overdue invoices, customizing follow-ups based on intervals like 30, 60, or 90 days. This streamlines the collection process by reducing the need for manual tracking and intervention, allowing billing teams to focus on higher-priority tasks while ensuring timely reminders are sent to customers. As a result, cash flow management improves, and the risk of overdue balances is minimized.The agent seamlessly integrates with billing, invoicing, and financial systems, ensuring smooth data flow and real-time updates. It triggers instant alerts to the finance team in escalated cases, providing enhanced insight to monitor overdue accounts and maintain an efficient collections process. To continuously optimize its performance, the Automated Dunning Agent incorporates a human feedback loop. Billing teams can review and provide corrective feedback on the agent’s actions, allowing it to refine its strategies for handling overdue accounts. This iterative learning process ensures that the agent adapts to evolving billing scenarios, enhancing decision-making over time and improving the overall efficiency of the collections process.
[image] => https://d3tfuasmf2hsy5.cloudfront.net/assets/worker-templates/automated-dunning-agent.svg [icon] => https://d3tfuasmf2hsy5.cloudfront.net/assets/worker-templates/automated-dunning-agent.svg [sourceType] => FILE [status] => REQUEST [department] => Billing [subDepartment] => Collections [process] => Dunning Management [subtitle] => Streamlines overdue invoice collections by automating reminders and escalating actions, ensuring steady cash flow and timely receivables. [route] => automated-dunning-agent [addedOn] => 1730113085496 [modifiedOn] => 1730113085496 ) [3] => Array ( [_id] => 671f6e375f784e002466e2f0 [name] => Chargeback Handling Agent [description] => The Chargeback Handling Agent is designed to streamline and automate the process of managing chargeback claims. By leveraging Generative AI, the agent efficiently retrieves transaction data, validates disputes, and gathers the necessary documentation to support chargeback responses. This ensures that each claim is handled accurately and comprehensively, reducing the risk of financial losses due to unverified or improperly managed disputes. The agent integrates seamlessly with existing transaction systems, enabling real-time access to transaction history and ensuring a smooth flow of data across platforms. This integration allows for faster and more effective chargeback management, minimizing manual effort and the potential for errors.One of the key features of the Chargeback Handling Agent is its ability to facilitate efficient communication with payment processors. By automating the generation of responses and supporting documentation, the agent ensures that chargeback claims are addressed promptly and accurately. This not only helps in reducing revenue loss but also maintains precise billing records, which are crucial for financial transparency and compliance. The agent’s ability to handle large volumes of claims with consistency and accuracy makes it an invaluable tool for organizations looking to optimize their chargeback processes.
Additionally, the Chargeback Handling Agent incorporates a human feedback loop, allowing for continuous improvement in its functionality. As users provide feedback on the agent’s responses, it learns and adapts to enhance its decision-making capabilities. This iterative process ensures that the agent becomes more effective over time, delivering increasingly accurate and reliable results. By combining automation with human expertise, the Chargeback Handling Agent offers a robust solution for managing chargeback claims, ensuring both efficiency and accuracy in the process.
[image] => https://d3tfuasmf2hsy5.cloudfront.net/assets/worker-templates/chargeback-handling-agent.svg [icon] => https://d3tfuasmf2hsy5.cloudfront.net/assets/worker-templates/chargeback-handling-agent.svg [sourceType] => FILE [status] => REQUEST [department] => Billing [subDepartment] => Dispute Management [process] => Chargeback Handling [subtitle] => Efficiently handles chargeback claims by matching them with transaction records and generating accurate, timely responses. [route] => chargeback-handling-agent [addedOn] => 1730113079633 [modifiedOn] => 1730113079633 ) [4] => Array ( [_id] => 671f6e315f784e002466e2e3 [name] => Invoice Adjustment Request Agent [description] => The Invoice Adjustment Request Agent is designed to simplify and automate the process of handling customer requests for invoice adjustments, such as corrections or additional charges. By leveraging generative AI, the agent ensures that each request is thoroughly reviewed against predefined company policies, minimizing the risk of unauthorized or incorrect changes. This systematic approach not only enhances accuracy but also maintains compliance with organizational guidelines. The agent meticulously logs every adjustment request and the corresponding action taken, creating a transparent and auditable record for the billing team. This level of detail helps streamline workflows, reduces manual effort, and ensures that adjustments are processed efficiently and consistently.Seamlessly integrated with existing systems, the agent facilitates smooth data flow between platforms, eliminating the need for manual data entry or intervention. This integration ensures that the adjustment process is both efficient and error-free, allowing teams to focus on higher-value tasks. The agent’s ability to operate within the current infrastructure means there is no disruption to ongoing operations, making it a practical and reliable solution for managing invoice adjustments. Its generative AI capabilities enable it to handle complex requests with precision, ensuring that each adjustment aligns with company policies and customer expectations.
A key feature of the agent is its built-in human feedback loop, which allows users to provide input in natural language. This feedback is used to refine the agent’s functionality, enabling it to adapt to evolving business needs and customer requirements. This iterative learning process enhances the agent’s ability to handle a wide range of scenarios, making it a valuable tool for maintaining accuracy, efficiency, and customer satisfaction in the adjustment process.
[image] => https://d3tfuasmf2hsy5.cloudfront.net/assets/worker-templates/invoice-adjustment-request-agent.svg [icon] => https://d3tfuasmf2hsy5.cloudfront.net/assets/worker-templates/invoice-adjustment-request-agent.svg [sourceType] => FILE [status] => REQUEST [department] => Billing [subDepartment] => Invoice Management [process] => Invoice Adjustment Request [subtitle] => Processes customer requests for invoice adjustments, ensuring they align with company policies. [route] => invoice-adjustment-request-agent [addedOn] => 1730113073512 [modifiedOn] => 1730113073512 ) [5] => Array ( [_id] => 671f6e2b5f784e002466e2d9 [name] => Discount Verification Agent [description] => The Discount Verification Agent leverages generative AI to meticulously review and validate discounts applied to invoices, ensuring they align with the organization's established discount policies. By automating this process, the agent significantly reduces the risk of revenue leakage caused by unauthorized or incorrect discounts. It systematically cross-references each discount against predefined rules, flagging discrepancies for further review. This proactive approach not only safeguards the company's financial integrity but also ensures that billing practices remain consistent and compliant with internal policies. The agent's ability to integrate seamlessly with existing systems allows it to operate efficiently without disrupting current workflows, making it a reliable tool for maintaining accuracy in billing operations.In addition to its core verification function, the agent generates comprehensive reports that provide the billing team with detailed insights into discount accuracy. These reports highlight any deviations from policy, enabling teams to address issues promptly and maintain transparency in their billing processes. By fostering a culture of accountability and precision, the agent helps build trust with customers, as they can be confident that their invoices are fair and accurate. The agent's reporting capabilities also support internal audits and compliance efforts, ensuring that financial practices adhere to organizational standards and regulatory requirements.
A key feature of the Discount Verification Agent is its human feedback loop, which allows users to provide input in natural language to refine and enhance its functionality. This feedback mechanism ensures that the agent continuously improves its performance. Over time, this iterative process enables the agent to deliver increasingly accurate results, aligning its operations with the evolving needs of the organization. By combining automation with user-driven insights, the agent not only streamlines discount verification but also becomes a more effective and reliable tool for maintaining financial accuracy and operational efficiency.
[image] => https://d3tfuasmf2hsy5.cloudfront.net/assets/worker-templates/discount-verification-agent.svg [icon] => https://d3tfuasmf2hsy5.cloudfront.net/assets/worker-templates/discount-verification-agent.svg [sourceType] => FILE [status] => REQUEST [department] => Billing [subDepartment] => Invoice Management [process] => Discount Verification [subtitle] => Validates applied discounts on invoices, ensuring alignment with company policies and customer eligibility. [route] => discount-verification-agent [addedOn] => 1730113067775 [modifiedOn] => 1730113067775 ) [6] => Array ( [_id] => 671f6e265f784e002466e2c7 [name] => Data Privacy Compliance Agent [description] => The Data Privacy Compliance Agent leverages generative AI to automate and simplify the complex task of managing data in accordance with legal and regulatory requirements. By systematically identifying, anonymizing, and organizing customer data, the agent ensures that sensitive information is handled responsibly and in compliance with data privacy laws such as GDPR. This not only minimizes the risk of non-compliance but also strengthens customer trust by demonstrating a commitment to data protection. The agent’s ability to track retention schedules and automate data deletions or archiving ensures that data is managed efficiently, reducing manual effort and eliminating potential errors.Seamlessly integrating with existing enterprise systems such as CRM and billing platforms, the Data Privacy Compliance Agent streamlines data management workflows across the organization. It operates in the background, ensuring that data handling processes align with current regulations without disrupting daily operations. The agent’s generative AI capabilities enable it to adapt to unique organizational needs, providing tailored solutions for data privacy challenges. By automating repetitive tasks, it allows teams to focus on higher-value activities, improving overall operational efficiency while maintaining compliance.
A key feature of the Data Privacy Compliance Agent is its human feedback loop, which ensures continuous improvement and alignment with evolving regulations. Legal and compliance teams can provide feedback in natural language, enabling the agent to refine its processes and stay up-to-date with the latest industry standards. This iterative learning process ensures that the agent remains effective in a dynamic regulatory environment. By combining automation with human expertise, the agent not only enhances compliance but also supports a proactive and transparent approach to data privacy management.
[image] => https://d3tfuasmf2hsy5.cloudfront.net/assets/worker-templates/data-privacy-compliance-agent.svg [icon] => https://d3tfuasmf2hsy5.cloudfront.net/assets/worker-templates/data-privacy-compliance-agent.svg [sourceType] => FILE [status] => REQUEST [department] => Billing [subDepartment] => Compliance Management [process] => Data Privacy Compliance [subtitle] => Ensures billing data follows data retention laws, securely archiving or deleting records as required. [route] => data-privacy-compliance-agent [addedOn] => 1730113062064 [modifiedOn] => 1730113062064 ) [7] => Array ( [_id] => 671f6e205f784e002466e2bd [name] => Customer Payment Status Agent [description] => The Customer Payment Status Agent transforms the payment status management process by automating the task of updating customer accounts with real-time payment data. It efficiently retrieves the latest payment statuses, whether completed, pending, or failed and automatically updates individual customer records. This automation ensures that billing information is always accurate and minimizes the need for manual data entry, reducing the risk of human error. As a result, billing teams can rely on consistently updated and accurate records, fostering a smoother, more efficient financial operation.Beyond simply automating status updates, the Customer Payment Status Agent plays a crucial role in optimizing cash flow management. By maintaining up-to-date account statuses, the agent enables billing teams to quickly identify and address any discrepancies or overdue payments. This proactive approach helps resolve minor issues before they become major setbacks, ensuring that payments are processed on time and cash flow remains steady.
The agent saves significant time and effort for billing staff, empowering them with accurate, real-time data to make informed decisions. This leads to improved financial health and enhanced operational efficiency. Additionally, the Customer Payment Status Agent integrates seamlessly with existing financial platforms, ensuring smooth data synchronization and consistent updates across all systems. With the added benefit of a human feedback loop, the agent continuously learns from user inputs, refining its decision-making process and driving ongoing improvements in accuracy and efficiency.
[image] => https://d3tfuasmf2hsy5.cloudfront.net/assets/worker-templates/customer-payment-status-agent.svg [icon] => https://d3tfuasmf2hsy5.cloudfront.net/assets/worker-templates/customer-payment-status-agent.svg [sourceType] => FILE [status] => REQUEST [department] => Billing [subDepartment] => Accounts Receivable [process] => Payment Status Update [subtitle] => Updates payment status on customer accounts, ensuring billing records reflect the latest information. [route] => customer-payment-status-agent [addedOn] => 1730113056351 [modifiedOn] => 1730113056351 ) [8] => Array ( [_id] => 671cbf805f784e002465ac28 [name] => Invoice Generation Agent [description] =>ZBrain Invoice Generation Agent streamlines the billing process by automating the creation of accurate and compliant invoices based on validated transaction details. Leveraging a Large Language Model (LLM), it extracts and cross-references transaction details against a comprehensive knowledge base of product details, ensuring every invoice is accurate and discrepancies are proactively identified.
Businesses often face problems generating invoices quickly and accurately due to manual steps, disconnected tools, and outdated systems. This slows down payments and increases the risk of errors. The lack of automated validation tools allows discrepancies to go unnoticed, leading to delayed payments, billing disputes, and compromised data integrity. Such inaccuracies can damage client relationships and hinder compliance with financial standards.
ZBrain Invoice Generation Agent streamlines the billing process by automating the generation of accurate and compliant invoices. Utilizing an LLM, it precisely extracts and cross-references transaction details with a comprehensive knowledge base of product information. This ensures accuracy, identifies discrepancies like incorrect pricing or quantity mismatches, and helps proactively address them. By producing detailed, transparent, and error-free invoices, the agent safeguards financial accuracy and enhances client relationships through reliable billing practices.
ZBrain invoice generation agent streamlines the billing process by automating the creation of accurate and compliant invoices from validated transaction/order data. Below, we detail the agent's workflow:
The invoice generation agent is automatically triggered by new order placements or updates detected within the integrated business tools. It performs an API call to the integrated business tool to retrieve detailed information about the new order.
Key Tasks:
Outcome:
Once the order details are validated, the agent generates the invoice, highlighting any discrepancies identified during the validation phase.
Outcome:
After invoice generation, the agent integrates feedback from the users to refine the invoicing process continuously.
Key Tasks:
Outcome:
The agent seamlessly integrates with ERP and CRM systems, enabling smooth data flow across billing, customer management, and finance platforms. This integration eliminates the need for significant infrastructure adjustments and ensures that all relevant teams have access to up-to-date information. By providing insights into customer responsiveness, the agent helps teams refine their follow-up strategies and prioritize actions to reduce accounts receivable balances effectively.
A human feedback loop is incorporated into the agent, allowing users to provide input on its performance and messaging in natural language. This feedback is used to continuously refine the agent’s functionality and communication strategies, ensuring it aligns with business needs. Over time, this iterative improvement process enhances the agent’s effectiveness and adaptability, making it a reliable tool for managing overdue invoices while maintaining operational efficiency.
[image] => https://d3tfuasmf2hsy5.cloudfront.net/assets/worker-templates/overdue-invoice-alert-agent.svg [icon] => https://d3tfuasmf2hsy5.cloudfront.net/assets/worker-templates/overdue-invoice-alert-agent.svg [sourceType] => FILE [status] => REQUEST [department] => Billing [subDepartment] => Accounts Receivable [process] => Overdue Invoice Alerts [subtitle] => Automates reminder notifications for overdue invoices, maintaining cash flow and reducing outstanding dues. [route] => overdue-invoice-alert-agent [addedOn] => 1729937275460 [modifiedOn] => 1729937275460 ) )Helps enterprises recover credit card processing fees by automating surcharge calculation and application within payment systems.
Validates customer refund requests against original transactions, ensuring accuracy in the refund process.
Streamlines overdue invoice collections by automating reminders and escalating actions, ensuring steady cash flow and timely receivables.
Efficiently handles chargeback claims by matching them with transaction records and generating accurate, timely responses.
Processes customer requests for invoice adjustments, ensuring they align with company policies.
Validates applied discounts on invoices, ensuring alignment with company policies and customer eligibility.
Ensures billing data follows data retention laws, securely archiving or deleting records as required.
Updates payment status on customer accounts, ensuring billing records reflect the latest information.
Generates invoices based on specific billing parameters and adjustments, with access to customer billing details for accuracy and customization.
Automates reminder notifications for overdue invoices, maintaining cash flow and reducing outstanding dues.
Helps enterprises recover credit card processing fees by automating surcharge calculation and application within payment systems.
Validates customer refund requests against original transactions, ensuring accuracy in the refund process.
Streamlines overdue invoice collections by automating reminders and escalating actions, ensuring steady cash flow and timely receivables.
Efficiently handles chargeback claims by matching them with transaction records and generating accurate, timely responses.
Processes customer requests for invoice adjustments, ensuring they align with company policies.
Validates applied discounts on invoices, ensuring alignment with company policies and customer eligibility.
Ensures billing data follows data retention laws, securely archiving or deleting records as required.
Updates payment status on customer accounts, ensuring billing records reflect the latest information.
Generates invoices based on specific billing parameters and adjustments, with access to customer billing details for accuracy and customization.
Automates reminder notifications for overdue invoices, maintaining cash flow and reducing outstanding dues.
Manages credit memo applications, validating and updating customer accounts for accurate credit balances.
Monitors customer credit limits, ensuring orders stay within approved limits and preventing overcharges.
Verifies debit memos by matching them with invoices to ensure consistency and accurate billing records.