Skill

Customer data

The QuickBooks Online chatbot provides detailed information about the customers and answers 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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