Find Invoices Action in Customer Agent

What it is

Customer Agent can now find and send invoices directly inside a conversation. When a customer asks about a past or upcoming invoice, the agent queries the right invoice, explains what is on it, and sends a copy along with its secure checkout in the same chat, email, or WhatsApp thread. This is in private beta and free across all hubs and tiers, with the obvious prerequisite that the invoices live in HubSpot.

Why it matters

Invoice lookup and explanation are two of the most common requests billing teams handle, and every one of them is triage work a human does not need to do. The identity layer is the hinge, since the agent recognizes logged-in or known visitors and can ask for an email address otherwise, after which it can pull that contact's related records into the conversation. The pitch worth making internally: show this to an accounting team focused on collections, framed as incremental improvement. An invoice paid or accessed through the agent is a concrete outcome metric, which is rarer in AI rollouts than it should be.