Ask the AI assistant about subscriptions and licences
What moves
On request, the assistant reads plans, subscriptions, invoices, licences and health, and can create or change them after confirmation, under the signed-in person's permissions.
Before you start
- Subscriptions in your plan
- The AI Copilot available to the person asking
- An AI provider set up for your company
Step by step
- Subscriptions managerAI Copilot
Asks which subscriptions are at risk this month.
You see:The at-risk subscriptions are listed with the reason.
- Subscriptions managerAI Copilot
Asks to preview moving one customer to the annual plan.
You see:A preview of the price change comes back at once, because a preview changes nothing.
- Subscriptions managerSubscriptions & Licensing
Asks to apply the change and presses Run.
You see:The plan changes and the invoice effect is recorded.
Related
- AI Copilot
- Subscriptions & Licensing
- Ask the assistant about the till, or have it do the work
- Ask the assistant instead of clicking
- Ask the Copilot to do recruiting work
- A manager assigns work through the Copilot and the colleague is told
- A manager clears every queue waiting on them in one pass
- Connections between modules