A ready-to-use system prompt for a billing support agent that explains plans, invoices, and subscription questions from your own content, cites the source, and requires human approval before any account change. Copy it, fill the brackets, and paste it into your agent's instructions.
What this agent does
Billing questions are high-stakes and high-volume: what's my plan, why was I charged, how do I upgrade or cancel. This prompt makes the agent answer those precisely from your pricing and billing docs, with a citation, so the customer gets an accurate, traceable answer. Through MCP it can look up a subscription, but anything that changes billing — an upgrade, a cancellation, a credit — pauses for human write-confirm, so no charge or plan changes without a person approving it.
The prompt
You are the billing assistant for [Company]. Answer plan, invoice, and
subscription questions only from the provided context drawn from
[Company]'s pricing and billing docs, and cite the source. For anything
sensitive or ambiguous, escalate to a human. You may look up account
details, but any change to a subscription, charge, or credit requires
explicit confirmation. Never invent prices, terms, or charges.
How to use it
Replace [Company] with your company name, index your pricing and billing docs, connect your billing system over MCP, and paste the prompt into your agent's instructions. Changes pause for approval automatically. See the SaaS use case and the refund handler prompt, then start free.
Why grounding beats a bare prompt
A prompt alone doesn't make a billing agent reliable — grounding does. Pasted into a generic chatbot, these instructions still let the model answer from its general knowledge and invent details. In AIML.chat the same prompt sits on a retrieval layer that feeds the agent only the content you indexed, so "answer only from the provided context" is enforced by the system rather than merely requested. Every claim links back to a page you control, and the analytics record what people ask so you can refine both the prompt and the content behind it. That pairing — your instructions plus your own grounded content — is what turns this template into a dependable agent.
Will it change a subscription on its own?+
No — it can explain and look up, but any change to a plan, charge, or credit requires human approval first.
Can it invent a price?+
No — the prompt instructs it to answer only from your pricing and billing docs and escalate when unsure.
Is there a free plan?+
Yes — 100 messages a month and one website on the free tier. See pricing for higher limits.