Tarification

Manage Billsby plan upgrades automatically with your AI agents

Swiftask connects your AI agents to Billsby. Identify opportunities, trigger upgrades, and inform your customers instantly — without manual effort.

Resultat:

Boost your recurring revenue and reduce churn with proactive plan upgrade management.

Manual upgrade management holds back your growth

Manually identifying customers ready for an upgrade in Billsby is inefficient. Sales teams miss opportunities, customers aren't contacted at the right time, and the upgrade process is often too slow.

Les principaux impacts négatifs :

Missed revenue opportunities: Without automatic detection, you miss out on customers who have hit their current plan limits.
Friction in the upgrade process: Manual interventions slow down the customer journey and increase the risk of churn during the upgrade phase.
Lack of personalization: Without an AI agent to analyze usage, upgrade proposals are generic and lack impact.

Swiftask automates your Billsby plan upgrades. The agent analyzes usage data, identifies the perfect moment, and executes the upgrade directly in Billsby.

AVANT / APRÈS

Ce qui change avec Swiftask

Without Swiftask

A customer hits their limit. You have to extract data, identify the customer, write a follow-up, wait for a response, then manually update their plan in Billsby. Result: high processing delay and low conversion rate.

With Swiftask + Billsby

As soon as a customer hits a threshold, the AI agent analyzes their usage, sends a personalized recommendation, and upon customer agreement, executes the upgrade in Billsby instantly.

How to automate plan upgrades in 4 steps

ÉTAPE 1 : Configure the agent in Swiftask

Define upgrade rules: usage thresholds, customer segments, and trigger conditions.

ÉTAPE 2 : Connect your Billsby instance

Use the Billsby connector to allow the agent to read subscriptions and execute update actions.

ÉTAPE 3 : Define the decision workflow

The AI agent evaluates if an upgrade is relevant based on customer history and profile.

ÉTAPE 4 : Activate automation

Monitor successful upgrades from your Swiftask dashboard and adjust strategies in real time.

Advanced features for Billsby

Your agent analyzes usage volume, subscription duration, payment behavior, and previous interactions.

Connecteur cible : L'agent exécute les bonnes actions dans billsby selon le contexte de l'événement.
Actions automatisées : Automatic threshold detection. Personalized recommendation delivery. Direct plan updates in Billsby via API. Full logging of every change for audit.
Gouvernance native : All actions are tracked to ensure full compliance with your billing processes.

Chaque action est contextualisée et exécutée automatiquement au bon moment.

Chaque agent Swiftask utilise une identité dédiée (ex. agent-billsby@swiftask.ai ). Vous gardez une visibilité complète sur chaque action et chaque message envoyé.

À retenir : L'agent automatise les décisions répétitives et laisse à vos équipes les actions à forte valeur.

Why automate with Swiftask

1. Accelerated MRR growth

Never miss an upgrade opportunity thanks to proactive detection.

2. Seamless customer experience

Offer the right plan at the right time, reducing friction during upgrades.

3. Operational efficiency

Free your teams from manual subscription management and billing updates.

4. Data accuracy

Eliminate human error during plan changes in your billing system.

5. Full governance

Keep total control over upgrade rules with a complete audit trail.

Security and compliance

Swiftask applique des standards de sécurité enterprise pour vos automatisations billsby.

Secure integration: Encrypted API connection with Billsby adhering to the highest security standards.
Access control: Granular permission management for every AI agent in Swiftask.
Full audit: Every upgrade is logged with timestamp and decision context.
GDPR compliance: Secure processing of customer data in accordance with European standards.

Pour aller plus loin sur la conformité, consultez la page gouvernance Swiftask et ses détails d'architecture de sécurité.

RÉSULTATS

Impact on your key metrics

Métrique	Avant	Après
Conversion time	Several days	A few minutes
Upgrade rate	Low (manual)	Optimized (AI)
Billing errors	Frequent	Zero
Human time spent	High	Zero

Passez à l'action avec billsby

Boost your recurring revenue and reduce churn with proactive plan upgrade management.

Automatisez vos audits de conformité sur Billsby grâce à l'IA

Cas d'usage suivant.