Drafts only until you approve
Nothing goes to a customer, vendor or the public on its own.
HomeUse casesCustomer questions about invoices
Customer questions about invoices
When a customer asks about an invoice line, a credit or a balance, the answer is drafted from the accounting record.
On request: built from Luminorix services that run today. It is configured for your business and systems, and checked with you, before it is switched on.
EXAMPLE REQUEST
What you ask.
What comes back.
An illustrative request. Your agent works on your own systems and records.
Good for: Finance & accounting, Support & shared inboxes
Industries: Any industry
Customer questions about invoicesOdoo + Help Scout + Microsoft 365 mail
Sample dataAnswer the question about invoice 1043.
You get a reply that explains the balance line by line.
Illustrative example with sample data. Nothing here was sent or posted.
WHAT LUMINORIX DOES
Step by step.
- Reads the contextReads the invoice, its lines, payments and credits, with the access you granted and no more.
- Prepares the draftDrafts a reply that explains the balance line by line.
- Waits for your decisionThe draft goes to an approval card. Nothing is sent or changed until a person approves it.
SYSTEMS IT CONNECTS
Works with what you use.
- Odoo
- Help Scout
- Microsoft 365 mail
Connector availability, data scope and permitted actions are confirmed for your systems before deployment.
WHERE YOU STAY IN CONTROL
Clear boundaries.
Least access
It reads only the sources this job needs.
On the record
Each draft keeps its sources and who approved it.
RELATED USE CASES
Often paired with.
START WITH ONE RECURRING JOB
Which work should an agent
take off your plate first?
Bring one recurring job. We map the systems, the access and the approval points, and show the agent doing it on sample data.