6 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.

Bill Advisor tab offering the ability to 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.

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