Communications | Get Invoice Charges

Fetches the invoice charges for a given invoice to clarify billing inquiries or explain specific charges.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action.
User Permissions Needed
To use agent actions: Einstein for Communications
See Common User Access for Standard Agent Actions.

Action Details

API Name GetInvoiceCharges
Reference Action Type Prompt
Reference Action Get Invoice Charges
Does this action execute one or more prompt templates? Yes
Required Setup Agentforce for Communications Billing Resolution

Get Invoice Charges and Prompt Templates

This agent action calls the Get Invoice Charges prompt template for extracting all the charges with explanation associated with a specific invoice number using a list of invoice line items, such as plan name, service name, and their corresponding amount.

Guidelines and Considerations

  • This action is a template containing example information. Customize it to your use case.