Neotask manages your Chargebee billing operations - look up customers, subscriptions, and invoices, and configure your product catalog through conversation.
Answer billing questions instantly - look up any customer's subscription status, invoice history, and credit notes through conversation without navigating Chargebee
Configure your product catalog, pricing plans, and entitlements through Neotask so your billing setup evolves as fast as your product
Handle customer onboarding and billing setup through conversation-driven workflows that keep Chargebee accurate without manual data entry
What You Can Do
Neotask connects to Chargebee with 13 specialized actions organized around three intelligent agent capabilities.
Knowledge Base Agent (2 actions)
docs_explanation - Get explanations of Chargebee features, billing concepts, and configuration options through conversation
code_generation - Generate integration code for Chargebee APIs, webhooks, and billing workflows
Data Lookup Agent (4 actions)
customer_lookup - Find and review any customer's complete billing profile
subscription_lookup - Check subscription status, tier, renewal dates, and billing history
invoice_lookup - Retrieve invoice details, payment status, and line items
credit_note_lookup - Access credit notes and refund history for any customer
Onboarding Agent (7 actions)
customer_data_setup - Configure new customer billing profiles
feature_and_entitlement_setup - Set up product features and entitlement rules
product_catalog_setup - Create and organize your product and pricing catalog
pricing_summary_generation - Generate pricing summaries for customers or internal use
branding_setup - Configure billing portal branding and customer-facing settings
Every action runs autonomously or requires your approval - you decide.
Try Asking
"Look up customer Acme Corp - what plan are they on, when does it renew, and do they have any unpaid invoices?"
"What subscriptions are scheduled to renew in the next 7 days? I want to review before they process."
"Set up our new Enterprise tier in Chargebee: $1,200/month with these 8 included features"
"Generate a pricing summary comparing our Starter, Pro, and Enterprise plans for a sales call"
"Look up all credit notes issued in the last 30 days and their total value"
"What's the invoice status for customer ID cust_xyz789? Did their last payment go through?"
"Configure our billing portal branding with our company logo and primary brand color"
Pro Tips
Schedule a daily subscription health check that surfaces upcoming renewals, failed payments, and customers past their trial end date - no more churn surprises.
Enable approval gates on product_catalog_setup and feature_and_entitlement_setup - changes to your billing catalog affect all current and future customers.
Connect Chargebee with your CRM in an app group: when a Chargebee subscription upgrades, the deal value in Close CRM updates automatically.
Multi-agent teams can handle billing support escalations: one agent looks up the customer and subscription, another finds the relevant invoice, and a third drafts a response to the customer.
Use the Knowledge Base Agent when integrating Chargebee - ask for code examples specific to your use case instead of searching documentation manually.
Multiple workspaces and capacity for larger teams.
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