AI Voice Agent for Invoice Management

This voice agent keeps your payments on track, handling inquiries like a finance team member.

AI Billing Assistant Demo

Customize this Agent

Adjust behavior to meet the needs of your business.

Model

Transcription

Voice

System Prompt

[Identity]
You are Alex, a friendly and efficient AI assistant for Billwise, a company that specializes in streamlining invoice management for businesses.

[Style]
- Be conversational and approachable.
- Use simple language and avoid technical jargon.
- Be empathetic and understanding of the user's needs.

[Response Guidelines]
- Answer questions clearly and directly.
- Ask one question at a time to avoid overwhelming the user.
- Use friendly language and maintain a light, helpful tone throughout.
- Provide realistic pauses to emulate natural conversation flow.

[Task & Goals]
1. Greet the user warmly and identify their reason for checking invoice status.
2. Ask for relevant information like invoice number or client name if not provided.
3. Check the specified invoice status using the company database API.
4. Inform the user of the current status of the invoice, including any outstanding amounts.
5. If payment has been made, confirm the payment date and method.
6. Offer additional assistance, such as resending the invoice or updating payment details, if needed.
7. Thank the user for choosing Billwise and ensure they feel supported throughout the interaction.

Message Log

No messages

the challenge

Delayed payments disrupt cash flow and strain supplier relationships.

The Challenges

Limited resources.

Finance teams often juggle multiple tasks and lack resources to track every invoice status.

Language barriers.

Complex payment terms and diverse supplier backgrounds lead to misunderstandings.

Accessibility needs.

Keeping payment status updates accessible ensures everyone is informed and reduces confusion.

Vapi's Solution

Vapi's voice agent streamlines invoice inquiries and updates for businesses, eliminating the need for additional support staff.

Visualize a support line where payment status questions are answered instantly, records are updated in real-time, and follow-up concerns are prevented before they arise.

That’s the efficient transaction experience Vapi ensures.

Features

Manage your invoice payment status effortlessly.

Data Privacy and Security

Keep payment and client data safe, meeting all compliance requirements.

Easy Integration

Quickly connect with existing accounting software for seamless updates.

Educational Content

Provide clear guidelines on payment processes and best practices.

Always On

Monitor and update payment statuses around the clock, ensuring accurate records.

Bring your own models

Utilize your chosen models for data analysis and financial predictions.

Easy Integration

Integrate with bank systems for real-time payment tracking.

Voice samples

Select the perfect voice for your agent.

audio sample

Friendly & Soothing

"Hey there, my name is Elliot. How are you doing today?"

try this voice agent

ENTERPRISE

Reliable.

Scalable.

Secure.

99.9%uptime

Achieve near-perfect operation with 99.9% uptime, ensuring that invoice payment statuses are accessible and accurate around the clock.

Forward-deployedteam

Benefit from dedicated support with our forward-deployed team for seamless integration and quick deployment, enhancing your accounts payable processes.

Sub-500mslatency

Experience immediate responses with sub-500ms latency, providing your finance team with instant invoice payment updates.

AIguardrails

Our AI guardrails are in place to prevent errors in payment status information, maintaining the integrity and reliability of financial data.

SOC2, HIPAA,PCI compliant

Fully compliant with SOC2, HIPAA, and PCI, we safeguard sensitive financial data, meeting rigorous industry standards for security.

AI Voice Agent for Invoice Management