AI Powered Insights

Overview

The MonetizeNow AI Assistant helps users quickly access information about quotes, billing activity, and tenant data without needing to navigate multiple screens or build reports.

The assistant can:

• Surface data from across your tenant
• Explain quotes, invoices, and billing activity
• Run queries to generate reporting insights

This enables teams such as sales reps, billing admins, and finance leaders to get answers quickly without building complex reports or navigating multiple workflows.

Common benefits include:

• Faster access to quote and billing information
• Fewer clicks when analyzing records
• Less reliance on manual reporting
• Easier interpretation of pricing and billing outcomes

Access & Permissions

User Access

The AI Assistant is currently available to users with the following roles:

• Tenant Admin
• Billing Admin

Access will be expanded to additional roles in future releases.

Enabling or Disabling the Assistant

The assistant is automatically enabled for eligible roles. No configuration or setup is required. If you would like the assistant disabled for your tenant, contact the MonetizeNow CX Team.

Capabilities

What the AI Assistant can do

The assistant can retrieve and analyze data within your MonetizeNow tenant. Common capabilities include:

1. Retrieve data: The assistant can run queries to surface information from your tenant, including:
   1. Quotes
   2. Accounts
   3. Invoices
   4. Bill groups
   5. Offerings
   6. Rates
2. Summarize records: The assistant can explain and summarize information from records such as:
   1. Quotes
   2. Invoices
   3. Billing activity
3. Generate data tables: The assistant can compile structured summaries such as:
   1. Lists of quotes
   2. Lists of invoices
   3. Contract and revenue summaries

Current limitations

🚧

The assistant currently has limited ability to write data. Creating or updating quotes is in alpha and may work only with specific prompts.
Because this capability may interfere with existing workflows, users should carefully review outputs before using them.

For example, if quotes are normally created from opportunities in your CRM, we recommend continuing to follow that workflow.

What the AI Assistant cannot do

The assistant currently cannot:

• Create most new records
• Modify system configuration
• Create saved reports
• Replace existing operational workflows

However, it can still retrieve much of the information typically accessed through reports.

Example Use Cases

Quote Analysis & Summarization

Sales teams and finance users can use the assistant to quickly understand quote details and pricing outcomes.

For example:

• "Can you summarize the most recent draft quote?"
• "Explain the pricing outcome for quote [quote ID]."
• Generate a table summarizing the last 5 quotes created in this tenant including:
  • Quote ID
  • Quote amount
  • Account ID
  • Contract start date
  • Contract end date
  • Quote status
  • Quote type

This helps users quickly review quoting activity without manually building a report.

Billing & Invoice Analysis

Billing teams and finance users can use the assistant to analyze invoices and payment behavior.

For example:

• "Explain a charge on this invoice."
• "Does customer X typically pay invoices on time?"
• "How many unpaid invoices are open for customer X?"
• "Generate a table of the last 5 invoices created including ID, amount, status, and account name."
• "Provide a summary of invoice [invoice ID]."

Billing Operations

Billing admins can quickly retrieve billing configuration or activity data.

For example:

• "Pull up a list of active bill groups for [customer]."
• "Show me statistics for bill group [bill group ID]."

This can reduce the need to navigate through multiple configuration screens.

Reporting Assistance

The assistant can retrieve reporting insights without requiring users to build queries or dashboards.

For example:

• "How many contracts are up for renewal in [month]?"
• "How much revenue was sold in [year]?"

These queries allow finance and leadership teams to quickly retrieve high-level insights.

Best Practices for Using the Assistant

To get the most accurate results, include relevant details in your prompts when possible. Helpful information may include:

• Quote ID
• Invoice ID
• Account name
• Product or offering name
• Contract dates
• Bill group

If required information is missing, the assistant may ask follow-up questions.

When to Use the AI Assistant

The assistant works best when you need to:

• Quickly understand a quote or invoice
• Retrieve data across multiple records
• Analyze billing or revenue activity
• Generate quick summaries or tables

It is designed to augment existing workflows, not replace operational processes.

Recommended vs Not Recommended Usage

Recommended

• Reviewing quotes
• Understanding invoice charges
• Checking customer billing activity
• Retrieving reporting insights

Not Recommended

• Creating operational records
• Replacing CRM-driven workflows
• Using outputs without review