Introduction

This template helps handle customer billing and invoice questions by automatically identifying, sorting, and responding to common requests.

⚠️ Before running this template

We recommend adding any relevant documentation to your Workflow Context—such as categories of billing requests, existing billing support articles, and other reference materials. Also connect your email in Settings then add the “Email” tool to step 4.

How this template works

1. A Finance Agent reviews the request to confirm it’s billing-related and retrieves relevant customer details.
2. The agent classifies the request using a predefined list of billing categories.
3. The agent consults internal documentation and transaction records to draft a response or determine if escalation is needed.
4. The agent sends the finalized response to the customer via email.

Why you should use a Triage Billing Inquiries template

This template helps handle billing inquiries faster and more consistently by automating the initial review and categorization. It saves time and lets your team focus on more complex issues, improving response times and customer satisfaction.

Who should use a Triage Billing Inquiries template

This template is perfect for customer support teams, billing departments, and operations managers who handle a steady flow of billing-related inquiries—such as questions about invoices, payments, or discrepancies. It’s especially useful for businesses aiming to streamline and standardize their billing support process.