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About this Agent
The Customer Payment Dispute Resolution Agent is an AI digital worker designed to efficiently manage and resolve customer payment disputes. It ensures that any discrepancies in invoices or payments are addressed promptly, reducing delays and errors in the Accounts Receivable process. By automating the dispute resolution process, this AI worker enhances operational efficiency and improves customer satisfaction by providing quick and accurate resolutions to payment disputes.
Accuracy
TBD
Speed
TBD
Input Data Set
Sample of data set required for Customer Payment Dispute Resolution Agent:
Customer Payment Interactions Summary
Acme Corporation (B2B)
- Last Interaction: 2024-10-05
- Notes: Acme Corporation claims an overcharge on their service fee, citing additional work they did not request. The finance team is verifying the work order.
Global Tech Solutions (B2B)
- Last Interaction: 2024-10-10
- Notes: The product shipment was delayed by two weeks, but the client agreed to pay after the resolution was reached, closing the dispute.
Innovative Holdings (B2C)
- Last Interaction: 2024-10-02
- Notes: Dispute regarding a tax error on their invoice. The finance department is reviewing the applicable tax laws to verify the issue.
Metro Logistics (B2B)
- Last Interaction: 2024-09-25
- Notes: Services were not delivered, and the customer is withholding payment. Escalated to the service delivery department for resolution.
Eagle Enterprises (B2C)
- Last Interaction: 2024-10-06
- Notes: The customer disputes the late fee added to their account, claiming a technical issue with their payment. Issue under review.
Stark Industries (B2B)
- Last Interaction: 2024-10-03
- Notes: Stark Industries raised concerns about a discount not being applied correctly. Escalated to the sales department for investigation.
Phoenix Partners (B2C)
- Last Interaction: 2024-09-28
- Notes: Wrong billing address led to a delayed invoice. The issue has been resolved and the customer has agreed to settle the payment.
Quantum Solutions (B2B)
- Last Interaction: 2024-10-07
- Notes: Only partial services were delivered, and the customer refuses to pay the full amount. The dispute is pending resolution.
North Star Consulting (B2B)
- Last Interaction: 2024-10-09
- Notes: A duplicate invoice was mistakenly generated, and the customer has already made the full payment. Dispute has been closed.
Apex Innovations (B2B)
- Last Interaction: 2024-09-29
- Notes: Dispute over product quality; customer is demanding a partial refund. Under review by the product management team.
| InvoiceID | CustomerName | CustomerType | DisputeReason | InvoiceAmount | PaidAmount | DueDate | DisputeStatus |
|---|---|---|---|---|---|---|---|
| INV1001 | Acme Corporation | B2B | Service overcharge | $15,000 | $12,000 | 2024-09-15 | Open |
| INV1002 | Global Tech Solutions | B2B | Delayed product shipment | $25,000 | $25,000 | 2024-10-01 | Resolved |
| INV1003 | Innovative Holdings | B2C | Incorrect tax application | $8,500 | $8,500 | 2024-08-30 | Open |
| INV1004 | Metro Logistics | B2B | Services not rendered | $18,000 | $0 | 2024-09-10 | Pending |
| INV1005 | Eagle Enterprises | B2C | Late fees dispute | $12,750 | $12,000 | 2024-09-20 | Under Review |
| INV1006 | Stark Industries | B2B | Misapplied discount | $35,000 | $33,000 | 2024-08-25 | Escalated |
| INV1007 | Phoenix Partners | B2C | Wrong billing address | $9,800 | $9,800 | 2024-09-15 | Resolved |
| INV1008 | Quantum Solutions | B2B | Partial service delivery | $22,000 | $15,000 | 2024-10-05 | Pending |
| INV1009 | North Star Consulting | B2B | Duplicate invoice | $14,500 | $14,500 | 2024-10-08 | Closed |
| INV1010 | Apex Innovations | B2B | Product quality discrepancy | $28,000 | $26,500 | 2024-09-12 | Open |
Deliverable Example
Sample output delivered by the Customer Payment Dispute Resolution Agent:
Customer Payment Dispute Resolution Summary
Acme Corporation - Invoice INV1001
- Dispute: Service overcharge ($15,000)
- Recommendation: Cross-check the additional charges and work order. If discrepancies are found, issue a corrected invoice reflecting the proper service fee.
- Status: Pending review
Global Tech Solutions - Invoice INV1002
- Dispute: Delayed product shipment ($25,000)
- Resolution: The client agreed to pay the full amount after a resolution was reached. The dispute is closed.
- Status: Closed
Innovative Holdings - Invoice INV1003
- Dispute: Incorrect tax application ($8,500)
- Recommendation: Confirm applicable tax rates with the finance team. Issue an amended invoice if necessary.
- Status: Under review by tax department
Metro Logistics - Invoice INV1004
- Dispute: Services not rendered ($18,000)
- Recommendation: Escalate the case to the service delivery team. Possible refund or service delivery needed to settle the issue.
- Status: Pending further investigation
Eagle Enterprises - Invoice INV1005
- Dispute: Late fees dispute ($12,750)
- Recommendation: Investigate the late fees and payment process failure. If the customer’s claim holds, remove late fees and issue an adjusted invoice.
- Status: Under review by finance
Stark Industries - Invoice INV1006
- Dispute: Misapplied discount ($35,000)
- Recommendation: Investigate with the sales team whether the discount was agreed upon. Provide the customer with a revised invoice if a mistake is confirmed.
- Status: Escalated to sales department
Phoenix Partners - Invoice INV1007
- Dispute: Wrong billing address ($9,800)
- Resolution: The billing address issue was resolved, and the customer has agreed to settle the full payment.
- Status: Resolved
Quantum Solutions - Invoice INV1008
- Dispute: Partial service delivery ($22,000)
- Recommendation: Verify the partial delivery claim with the service team. Adjust the invoice to reflect only the services delivered and issue a new invoice.
- Status: Pending
North Star Consulting - Invoice INV1009
- Dispute: Duplicate invoice ($14,500)
- Resolution: The duplicate invoice was identified and removed, and the dispute was closed with no further action required.
- Status: Closed
Apex Innovations - Invoice INV1010
- Dispute: Product quality discrepancy ($28,000)
- Recommendation: Consult with the product management team to review the customer’s claim. Issue a partial refund if the product quality issue is confirmed.
- Status: Under review by product team
