AI billing dispute intake
When a customer questions a charge, a PineDove agent can gather the details, check the relevant invoice in your connected tools, and send a case to your billing team for review.
- CustomerI see two $49 charges on my statement. Can you check them?
- PineDoveI can help get that reviewed. What dates do the two charges show?
- CustomerNovember 2 and November 3.
- PineDoveI found the invoice for your November 2 payment and sent both dates to our billing team for review. Your case number is BD-1042.
How an AI agent prepares a billing dispute
Gather the charge details
The agent verifies the account and asks for the dates and amounts shown on the statement.
Check the billing record
It looks for matching invoices and payments that your tools let it read, then records which details it could verify.
Send the case to billing
The agent routes the customer’s report, the relevant records, and any unresolved questions to your billing team. It confirms when the case has been submitted.
When your team steps in
Your billing team decides whether to refund or adjust a charge. You can set a separate route for suspected fraud or urgent cases and choose what context the agent includes.
What we test before launch
We test possible duplicate charges, missing records, and requests from customers whose billing access can’t be verified. We also check that the case contains the details your reviewers need and follows your routing rules.
Bring a billing dispute to the assessment
We’ll walk through what your team checks when a charge is questioned and which details an agent could gather before handing it over.