From Dispute Received to Dispute Resolved, Automatically
The Dispute Management Agent monitors every inbound channel, captures disputes the moment they arrive, and manages the full resolution workflow inside Salesforce with no manual handoffs and no spreadsheet tracking.
Capture from Every Channel
The agent monitors customer email inboxes, your customer portal, and any manual submission forms. When it identifies a dispute-related communication, it extracts the relevant details, such as invoice number, amount contested, and reason code, and creates a dispute record in Salesforce automatically. Nothing sits in an inbox waiting for someone to log it.
Categorize, Assign, and Track
The agent classifies every dispute by type (pricing, quantity, quality, delivery, or damaged goods), assigns it to the right owner based on your routing rules, and sets the priority level based on dollar value and account importance. From capture to assignment happens in seconds, not hours.
Auto-Close on Invoice Resolution
When the underlying invoice is paid, credited, or written off, the dispute closes automatically. No reconciliation run at month-end. No manually hunting down which disputes are still open. Dispute metrics are always accurate and current.
