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CHT-2087 – Customer asks how to download last month's invoice from the client portal

Resolved by AIPortal

Customer couldn't find where invoices live in the portal and needed a copy of #INV-2026-0914 for their finance team before month-end close.

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ConversationTimelineEvents

OCT 20, 2026 · 2:14 AM

Priya SharmaGamma Technologiesvia Portal2:14 AM

Where do I download last month's invoice? Finance needs #INV-2026-0914 today.

Zinnect AI AgentUsed Help Center2:14 AM

Found it — here's your invoice PDF, and the steps to get any future invoice yourself.

Priya SharmaGamma Technologies2:15 AM

Perfect, got it. Thanks! 🙌

AI Agent reply Sent automatically

FromZinnect AI Agent · help.gamma.zinnect.mock

ToPriya Sharma (Client Portal)

Hi Priya! Your invoice #INV-2026-0914 is attached. Next time, open Billing → Invoices in your portal and click Download PDF on any invoice.
Help Center: Download invoices from your portal

Resolved in 48s · no agent needed Reopen

AI AssistantSelf-service overview for this conversation

1Help Center article

0Agent handoffs

38Resolved by AI today

Conversation summary

Customer needed invoice #INV-2026-0914 from the client portal. The AI agent sent the PDF and the self-serve steps — no ticket created for the team.

How the AI resolved it

Matched the question to a Help Center article
Pulled the invoice from the client's portal
Shared the PDF and self-serve steps
Confirmed the customer was happy and closed

Add to FAQ Copy

Help Center article used

KB-118 Published

Download invoices from your client portal

Billing → Invoices → Download PDF

96%Solved 212 chats this month

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