> Markdown rendition of https://www.voiceflow.com/solutions/revenue-protection ("Revenue Protection | Voiceflow"). Canonical page: https://www.voiceflow.com/solutions/revenue-protection · All pages: https://www.voiceflow.com/llms.txt Solutions # Accelerate manual revenue collections with AI agents Automate manual billing operations for more efficient collections and revenue protection. Trilogy runs on Voiceflow (70% AI resolution rate). [Get started](https://creator.voiceflow.com/start) [Talk to sales](https://www.voiceflow.com/demo) Teams of every size trust Voiceflow for AI automation across their business ![Superloop logo](https://www.voiceflow.com/images/superloop-logo.svg)![JP Morgan logo](https://www.voiceflow.com/images/jp_black.png)![Turo logo](https://www.voiceflow.com/images/Turo__28company_29_logo_1Turo__28company_29_logo.webp)![StubHub logo](https://www.voiceflow.com/images/stubhub_black.png)![Vodafone logo](https://www.voiceflow.com/images/Vodafone.svg)![Allstate logo](https://www.voiceflow.com/images/allstate_black.png)![GetYourGuide logo](https://www.voiceflow.com/images/gyg_black_short.png) How it works ## How your AI agent recovers overdue revenue Each row is the real conversation: pull live data, take the action, hand off with context, stay inside policy. Starts from live data, not a script The agent opens the actual invoice, names what changed and why, and answers from your systems of record. No canned reply, no ticket, no wait. [See how agents read live data](https://www.voiceflow.com/demo) Fixes it in the same thread Seats added, plans changed, refunds issued. The agent checks permissions, confirms the cost, executes, and logs every change on the account. [See how agents take action](https://www.voiceflow.com/demo) Brings in a human at the right moment When judgment is needed, a person arrives with the transcript and the fix already scoped. The customer never repeats themselves, and the agent takes back over… [See how handoff works](https://www.voiceflow.com/demo) Refuses what policy refuses The agent secures the account, declines the unsafe shortcut, explains why, and routes the edge case to human review. Policy is enforced behavior, not a… [See how guardrails are built](https://www.voiceflow.com/demo) Omnichannel ## Wherever your customers are The same agent, the same answers, on every channel your customers already use. Web chat. ### On your site, before the ticket form The widget resolves billing and setup questions on the page the customer is already on, and a human joins the same thread when it helps. [Book a demo](https://www.voiceflow.com/demo) Mobile app. ### Inside your product The in-app agent changes plans, adds teammates, and updates billing without the customer ever leaving the screen they were on. [Book a demo](https://www.voiceflow.com/demo) WhatsApp. ### On WhatsApp, where they already chat Invoice questions answered and fixed in the thread the customer opened, with the full history in one place. [Book a demo](https://www.voiceflow.com/demo) SMS. ### By text, even proactively Security alerts, confirmations, and resolutions over plain SMS, reaching customers who never open an app. [Book a demo](https://www.voiceflow.com/demo) Phone. ### On the phone, resolving the call Voice agents that check real systems mid-call and fix the problem before a hold queue would have answered. [Book a demo](https://www.voiceflow.com/demo) Web chat Mobile app WhatsApp SMS Phone 70% AI resolution rate ![Trilogy](https://www.voiceflow.com/images/logo-trilogy-grey.svg) Trilogy reached a 70% AI resolution rate across 90 products with an AI solution that scales support and deflects tickets from human agents. [Read the Trilogy story](https://www.voiceflow.com/stories/automating-60-of-customer-support-for-90-products-in-12-weeks-how-ai-automation-transformed-trilogy) Also building on Voiceflow - ![StubHub](https://www.voiceflow.com/images/logo-stubhub-grey.svg) - ![Superloop](https://www.voiceflow.com/images/logo-superloop-grey.svg) Security ## Purpose-built for enterprise scale Production volume, and the certifications to run it on regulated data. 99.95 % Agent uptime 50 ms Voiceflow latency 300 K Messages per minute scale [![AICPA SOC 2 badge](https://www.voiceflow.com/images/Badge.svg)SOC-2 Type IIAudited for data privacy, processing integrity, and confidentiality.](https://www.voiceflow.com/compliance/soc-2) [![ISO 27001 certification badge](https://www.voiceflow.com/images/ISO.avif) ISO/IEC 27001:2022Certified information security management.](https://www.voiceflow.com/compliance/iso-27001) [![GDPR compliance badge](https://www.voiceflow.com/images/GDPR.svg) GDPR CompliantPersonal data stays personal, with granular permissions.](https://www.voiceflow.com/compliance/gdpr) [![HIPAA compliance badge](https://www.voiceflow.com/images/hipaa.avif) HIPAA CompliantProtected health information kept secure.](https://www.voiceflow.com/compliance/hipaa) ![Background](https://www.voiceflow.com/images/frame-2147241001-18.svg) ## Works with the CX stack you already run. Voiceflow hands off to your human team with the full conversation, so nobody asks the customer to start again. There is no migration project. Voiceflow sits on top of the CX stack you already run, and speaks to anything else through the API. Most teams are live on their existing helpdesk the same day. ![Zendesk](https://www.voiceflow.com/images/integrations/zendesk-full.svg) ![Salesforce Service Cloud](https://www.voiceflow.com/images/integrations/salesforce.png) ![ServiceNow](https://www.voiceflow.com/images/integrations/servicenow.png) ![Genesys](https://www.voiceflow.com/images/integrations/genesys.png) ![NICE CXone](https://www.voiceflow.com/images/integrations/nice.png) ![Five9](https://www.voiceflow.com/images/integrations/five9.png) ![Amazon Connect](https://www.voiceflow.com/images/integrations/amazon-connect.png) ![Freshdesk](https://www.voiceflow.com/images/integrations/freshdesk.svg) ![Twilio Flex](https://www.voiceflow.com/images/integrations/twilio-full.svg) ![Intercom](https://www.voiceflow.com/images/integrations/intercom-full.svg) ![Voiceflow](https://www.voiceflow.com/images/logo-black.svg) ## Frequently asked questions **Can the agent handle sensitive billing data?** Yes — SOC-2, ISO/IEC 27001, and GDPR compliance mean teams can trust agents with sensitive billing and revenue data. You define what it may read, what it may change, and what it must refuse. **Does it work with our billing stack?** The agent plugs into Stripe, Salesforce, or any other tool in your billing stack through API-first integrations, resolves the routine volume inside them, and logs every action there — your team keeps one system of record. **What happens when a customer disputes a charge?** It hands off to your team with the transcript and the account context already scoped, so the customer never repeats themselves. Once the person resolves the dispute, the agent takes back over.