Billfold is striving to continue providing our clients with the support they desire and to ensure it is available around the clock. One step in providing that support is using our Billie AI agent, accessible through your dashboard.
What is an AI Agent?
An AI agent is a software program that acts autonomously to provide you with quick answers to your questions. They use external resources, prior conversations, and training to continue improving and answering questions with precision and ease.
Billie, Billfold's AI Agent, uses our vast resource center to comb through and find answers quickly and gives you instructions, details steps, and provides direct links to the articles where it found the answer to your question. What's great about this? This ensures you have 24/7 access to a helping hand that will troubleshoot alongside you whether you're on the go via your phone or on your laptop.
Where is Billie?
Billie is easily found via your dashboard once you've logged in. Billie will prompt with an initial question and will be available at any time while you're on the dashboard. Whether you're on the go using your phone or sitting down at your computer, Billie is designed to be easy to use, no matter how you log in.
Once you've logged into the dashboard, you'll notice a chat bubble in the bottom right.
How do I use Billie?
Simple! All you do is type in your question, and Billie will find the answer for you. It's really as simple as that. No hoops, no cost for each use, just simply converse with Billie and find the answers you need in real time.