Service Desk · Workflow
Invoice copy and payment link on WhatsApp
A Digital Employee resolves a billing request inside the risk gate.
Step by step
Each step is a governed Action: it is permission-checked, logged, and either reversible or compensated.
- 1
A customer asks on WhatsApp for their last invoice and a payment link
- 2
The support Digital Employee retrieves policy from Knowledge and reads the invoice from Billing
- 3
If its skill is at the earned level, the connector is healthy and budget is available, it sends the invoice copy and UPI link
- 4
Otherwise it creates an approval request with a preview for an agent or team lead
- 5
The ticket is resolved with a handover note and cost lines post to the ledger
- 6
When the payment reconciles and the reopen window passes, the outcome is verified
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