The Get Account Balance agent action retrieves a customer’s billing balance for a specific account by summarizing posted invoices, credits, debits, payments, and refunds so that users can quickly understand the net amount due in a conversational billing inquiry.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Revenue Cloud Billing with the Agentforce Employee Agent add-on. It also requires the Flex Credits Metering add-on and the Usage Management add-on. |
| User Permissions Needed | |
|---|---|
| To execute actions in Employee agents: | See Manage Employee Agent Access |
| To run flows: | Run Flows |
Action Details
| API Name | GetAccountBalance |
| Reference Action Type | Flow |
| Reference Action | Get Account Balance |
| Does this action execute one or more prompt templates? | No |
| Required Setup |
Input
- Account Context – The account the user is asking about.
Output
- Balance Summary – Summary of the remaining amount due.
- Billing Components – High-level details included in the balance calculation.
- Is Successful – Boolean flag that indicates whether retrieval was successful.
- Error Message – String with error details if the action fails.
Guidelines and Considerations
- The action returns a summary only for accounts where billing data is available.
- Results vary based on the billing information recorded for the account.