MonetizeNow AI Capabilities

The AI assistant is automatically enabled for all users (will be feature flag driven while in Beta). No setup is required. Users have Reporting roles will be able to use the Metabase agent. Other (non-reporting) roles will only be able to use the Monetize-Now agent

To disable it for your account, contact your CX team.

The assistant can read data from your MonetizeNow tenant to help answer questions about quoting and billing. It can:

1. Surface information about quotes, invoices, accounts, and products
2. Answer questions about your tenant data
3. Run queries to generate reporting insights
4. Create and edit draft quotes, including offerings, ramps, discounts, and quote contacts
5. Open draft amendment and renewal quotes on existing contracts
6. Set an opportunity's primary quote
7. Bring an account and its contacts over from Salesforce

This allows you to retrieve information quickly without building reports manually.

1. The assistant currently has limited write capabilities.
   1. Creating or updating quotes is in alpha and is being incrementally improved
   2. Quotes, amendments, and renewals are only created in a draft state. The agent can't submit quotes for approval, send, accept, or process them, and it can't auto-renew a contract.
   3. Because this may interfere with existing workflows, we recommend reviewing outputs carefully before using them.
      For example, if quotes are normally created from opportunities in your CRM, we recommend continuing to follow that workflow.
2. The assistant can't create or change contacts, products, offerings, invoices, payments, credits, or bill groups.
3. The assistant also cannot create saved reports. However, it can surface most of the information you would normally retrieve from a report on demand.

Be as specific as possible. Include relevant details like account name, contract duration, product or offering names, quantities, and dates. The assistant may ask clarifying questions if something is missing.

No. The assistant is not a substitute for financial or legal counsel. As with any AI tool, outputs may be incomplete or inaccurate. Always review responses before using them for operational, financial, or legal decisions.

Usage is tracked per tenant. During this limited release phase, if you reach your usage limit, contact your CX Team and we can help increase it.

You can share feedback through:

1. Your shared Slack channel with MonetizeNow
2. Your CX Team

We plan to add an in-product feedback option in a future release.

The assistant securely connects to your MonetizeNow tenant and uses AI to understand your questions and retrieve relevant data. Each session is fully isolated to your account, and the assistant cannot access or expose data from other customers.

The following is stored per session:

1. Session metadata (session ID, user ID, tenant ID, timestamps)
2. Conversation history
3. Contextual information (e.g., which quote, invoice, or account was active)
4. Token usage for quota tracking

This data is used solely for conversation continuity, usage management, and troubleshooting. It is not shared with other tenants.

The assistant has access to your reporting data and the following areas of your tenant: quotes, quote offerings, contracts, subscriptions, opportunities, accounts, contacts, offerings, products, rates, discounts, bill groups, invoices, payments, credits, and credit notes. It can only access what your own MonetizeNow role allows.

Yes. Key security measures include:

1. Authentication: All sessions require a valid auth token validated against our identity service.
2. Authorization: Access is restricted to users with Tenant Admin or Billing Admin roles.
3. Tenant isolation: All sessions, data, and API calls are scoped to your tenant ID. Cross-tenant data access is not possible.
4. Secrets management: All credentials and API keys are stored as environment variables, never hardcoded.

Session and conversation history is retained for troubleshooting and incident handling only.

Contact your CX team and we'll involve the appropriate people to assist.