Bill Advisor User Guide

The Bill Advisor tab in the CSI is a set of features and insights that have been specifically designed to help CSRs resolve high-bill inquiries. Bill Advisor lets users search for and view basic customer information, compare a customer's current bill to previous bills, view long-term energy use and weather trends, and send follow-up emails to thank customers for their time.

Note: The features described in this section may not be applicable or available to your utility. They are part of a paid add-on that is not included by default. Contact your supervisor for more information.

See the product overview for detailed information about the features, requirements, and limitations of the product.

In this section: