Skill

Customer data

Provides detailed information about the customers and answer quick questions about the email address or phone number.

Report elements

The report includes the next information:

  • Master data about the customer
  • List of the transactions with the customer
  • Total debt amount
  • Not due yet invoices
  • Overdue invoices
  • Total income

Data query elements

You also can query some particular information about the customer. For example, if you ask to provide you only a phone number, you will get a text answer from the Hala with the customer's phone number.

How to use

As an example, you can use the next utterances to execute this skill:

Please give me the data about the customer {Name of your customer}

Information about the customer {Name of the customer}

What is the phone number of the customer {Name of your customer}

What is the email address of the customer {Name of your customer}

What is the address of the customer {Name of your customer}

Default values

The total income for the customer is displayed for this Year-to-date.

Report options

For each report, Hala has additional options that can be executed by users when they see the report

  • No additional options

Integration

This skill is by default available for the next enterprise software:
QuickBooks-Logo_Horz

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