Description
Invoice questions are a great fit for AI automation - they're repetitive and can be resolved by looking up billing data and matching it to your pricing structure.
You can configure Parahelp to handle invoice questions end-to-end by connecting your tools - like Stripe for billing data, your knowledge base for pricing details, and your ticketing system for customer replies.
This enables the Parahelp customer agent to automatically retrieve invoice data, explain charges clearly, and respond to customers - following your pricing structure and using your tools.
Example
Configuration
Tools
Retrieve customer data
Stripe
/
API or MCP
Look up customer profile, subscriptions, invoices, and payment history.
Search knowledge
Parahelp
Search help center and internal knowledge snippets.
Memory
Invoice questions
Use the Stripe: Retrieve customer data tool to retrieve the customer's invoices and payment history.
Identify the specific charge (subscription, usage, add-ons, etc.) the customer is asking about.
Use the Parahelp: Search knowledge tool to find relevant information about pricing, plans, or billing to provide a clear explanation to the customer.
Use the Ticketing: Reply to ticket tool to provide a clear explanation of the charge to the customer.
Simulation
Customer action: Ticketing - Submit query ("I don't recognize a $49 charge on my card")
Agent action: Parahelp - Search memory
Agent action: Stripe - Retrieved customer details
Agent action: Parahelp - Search knowledge
Agent action: Ticketing - Send ticket response ("The $49 charge from January 5 is for your monthly Pro subscription which renews on the 5th of each month. You can view all your invoices in your account settings. Let me know if you have any other questions!")
Example
Configuration
Tools
Retrieve customer data
Stripe
/
API or MCP
Look up customer profile, subscriptions, invoices, and payment history.
Search knowledge
Parahelp
Search help center and internal knowledge snippets.
Memory
Invoice questions
Use the Stripe: Retrieve customer data tool to retrieve the customer's invoices and payment history.
Identify the specific charge (subscription, usage, add-ons, etc.) the customer is asking about.
Use the Parahelp: Search knowledge tool to find relevant information about pricing, plans, or billing to provide a clear explanation to the customer.
Use the Ticketing: Reply to ticket tool to provide a clear explanation of the charge to the customer.
Simulation
Customer action: Ticketing - Submit query ("I don't recognize a $49 charge on my card")
Agent action: Parahelp - Search memory
Agent action: Stripe - Retrieved customer details
Agent action: Parahelp - Search knowledge
Agent action: Ticketing - Send ticket response ("The $49 charge from January 5 is for your monthly Pro subscription which renews on the 5th of each month. You can view all your invoices in your account settings. Let me know if you have any other questions!")
Example
Configuration
Tools
Retrieve customer data
Stripe
/
API or MCP
Look up customer profile, subscriptions, invoices, and payment history.
Search knowledge
Parahelp
Search help center and internal knowledge snippets.
Memory
Invoice questions
Use the Stripe: Retrieve customer data tool to retrieve the customer's invoices and payment history.
Identify the specific charge (subscription, usage, add-ons, etc.) the customer is asking about.
Use the Parahelp: Search knowledge tool to find relevant information about pricing, plans, or billing to provide a clear explanation to the customer.
Use the Ticketing: Reply to ticket tool to provide a clear explanation of the charge to the customer.
Simulation
Customer action: Ticketing - Submit query ("I don't recognize a $49 charge on my card")
Agent action: Parahelp - Search memory
Agent action: Stripe - Retrieved customer details
Agent action: Parahelp - Search knowledge
Agent action: Ticketing - Send ticket response ("The $49 charge from January 5 is for your monthly Pro subscription which renews on the 5th of each month. You can view all your invoices in your account settings. Let me know if you have any other questions!")
Example
Configuration
Tools
Retrieve customer data
Stripe
/
API or MCP
Look up customer profile, subscriptions, invoices, and payment history.
Search knowledge
Parahelp
Search help center and internal knowledge snippets.
Memory
Invoice questions
Use the Stripe: Retrieve customer data tool to retrieve the customer's invoices and payment history.
Identify the specific charge (subscription, usage, add-ons, etc.) the customer is asking about.
Use the Parahelp: Search knowledge tool to find relevant information about pricing, plans, or billing to provide a clear explanation to the customer.
Use the Ticketing: Reply to ticket tool to provide a clear explanation of the charge to the customer.
Simulation
Customer action: Ticketing - Submit query ("I don't recognize a $49 charge on my card")
Agent action: Parahelp - Search memory
Agent action: Stripe - Retrieved customer details
Agent action: Parahelp - Search knowledge
Agent action: Ticketing - Send ticket response ("The $49 charge from January 5 is for your monthly Pro subscription which renews on the 5th of each month. You can view all your invoices in your account settings. Let me know if you have any other questions!")
