--- sourceDocument: Australia Enable AI sourceDocumentLink: https://www.servicenow.com/docs/r/australia/intelligent-experiences Release : - australia ft:locale : - en-US ft:publication_title : - Australia Enable AI ft:clusterId : - platai bundleId : - platai workflow : - Platform --- # Billing invoice data collector AI agent # Billing invoice data collector AI agent {#ariaid-title1} Release version: Australia Updated October 22, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Billing invoice data collector AI agent The Billing invoice data collector AI agent automates the retrieval and analysis of invoice data for a billing account within ServiceNow. It collects both the latest and previous invoices, examines line items on the latest invoice, and validates the pending amount due. The agent identifies any increase in invoice amounts by comparing the latest invoice to the previous one and pinpoints the specific line item and sold product responsible for the increase. This functionality supports billing inquiry cases and workflows related to customer billing issues. Show full answer Show less ## Key Features * **Invoice Data Retrieval:** Reads billing inquiry case details and billing account numbers, then fetches invoice history including invoice numbers, amounts, usage dates, credited amounts, and due dates. * **Pending Amount Validation:** Checks the amount pending on the latest invoice to ensure accuracy. * **Line Item Analysis:** Extracts line items from the latest invoice and compares invoice amounts to detect increases. * **Increase Identification:** When the latest invoice is higher, the agent identifies the specific high-amount line item and the associated sold product number. * **Integration with Orchestrator:** Returns comprehensive invoice data to the orchestrator for further processing within workflows. * **Configurable Access Controls:** Administrators can enable or disable third-party and AI specialist access, and configure long-term memory settings to enhance context awareness. * **Tools Available:** Includes tools for getting invoice details, invoice history, and identifying high amount line items. * **Channel Support:** Can be configured for use with Virtual Agent or the ServiceNow Otto AI panel via Assistant Designer. ## Practical Benefits for ServiceNow Customers * Enables automation of billing inquiry processes, reducing manual effort in invoice data collection and validation. * Improves accuracy and speed in identifying billing discrepancies and increases, facilitating faster resolution of customer billing issues. * Supports integration into customer service problem management workflows to streamline remediation of bill-related problems. * Offers flexible configuration options to control who can access the agent and how it leverages historical interaction data. The agent retrieves the latest and previous invoices for a billing account, collects the line items on the latest invoice, and validates the pending amount. It compares the two invoice amounts and, when the latest invoice is higher, identifies the line item and the sold product behind the increase. ## Workflow {#tmt-billing-invoice-data-collector-ai-agent__kmofbcybvjmv} The agent collects invoice data for a billing inquiry case and returns it to the orchestrator. 1. Read the billing inquiry case details and the billing account number from memory. 2. Retrieve the invoice history for the billing account. 3. Extract the latest and the previous invoice, including invoice number, amount, usage billed through date, credited amount, and due date. 4. Validate the pending amount on the latest invoice. 5. Retrieve the line items for the latest invoice. 6. Compare the amounts of the two invoices and, when the latest invoice is higher, identify the high amount line item and the high usage sold product number. 7. Return the invoice data to the orchestrator. {#tmt-billing-invoice-data-collector-ai-agent__ol_lqq_fhj_mim} {#tmt-billing-invoice-data-collector-ai-agent__kmofbcybvjmv__entry__2} | Field | Description | |-|-| | Allow third party to access this AI agent | When enabled, third-party AI agents can use this agent. This value is off (false) by default. This setting is defined in the AI Agent configs \[sn_aia_agent_config\] table on the External discoverable field. | | Allow AI specialists to access this AI agent | When enabled, AI specialists can use this agent. This value is off (false) by default. When set to true, more configuration options for tools become available so that an AI specialist can map inputs and response templates to tool outputs. This setting is defined in the AI Agent configs \[sn_aia_agent_config\] table on the Specialist enabled field. | | Manage long-term memory | When enabled, all previous user interactions are used as context for the LLM. This value is off (false) by default. This setting is defined by the sn_aia.ltm.enable_long_term_memory system property. For more information, see [ServiceNow Otto AI agents reference](https://www.servicenow.com/docs/MUqSU8rHp3ao~q3QEWgHkA "Find more information about user roles, tables, and the different properties that are installed in ServiceNow Otto AI agents."). | | Tools | Script : Get Invoice Details : Get Invoice History : Get high amount line item | | Allowed user roles The specific user roles that can access this AI agent. | Not defined. | | Data access roles The specific user identity roles that determine which data the AI agent can access and what actions it can take. | Not defined. | | Triggers | Optional. None defined by default. An admin can specify triggers if desired. For more information, see [Add a trigger to an AI agent](https://www.servicenow.com/docs/NXqRJBQV_Vw00FEzklcAJw "In the guided setup for an AI agent, add triggers to run the AI agent automatically when certain conditions are met."). | | Channels | Configure an assistant for Virtual Agent or ServiceNow Otto panel using [Assistant Designer](https://www.servicenow.com/docs/access?context=configure-now-assist-va&version=australia&pubname=australia-conversational-interfaces&ft:locale=en-US). | | Used in agentic workflows | Help remediate bill issues | [Table 1. Configuration] Learn more about Customer Service Problem Management at [Customer Service Problem Management](https://www.servicenow.com/docs/access?context=cspm-landing-page&version=australia&pubname=australia-telecom-media-technology&ft:locale=en-US).