Pages
Every claim cited to the record
Ultra
CSM

Billing disputes that route, resolve, and honour SLAs on their own.

Phyllis builds and extends your entire service operation — any case type, end to end — grounded in your live instance and staged for your approval.

author testimonial
customets image
customets image 1
Want a walkthrough?
Thousands of tools. Every ServiceNow product.
Contact us

A quick scroll through what Phyllis can do

Case type audit

Show me every case type we run and where a billing dispute has no home.
ServiceNowSonnet 5 Low

Account model

Map my account hierarchy and flag which accounts are on the platinum tier.
ServiceNowSonnet 5 Low

New case type

Stand up a dedicated Billing Dispute case type in its own scope.
ServiceNowSonnet 5 Low

State flow

Give billing disputes a lifecycle: New, Open, Awaiting Info, Resolved, Closed.
ServiceNowSonnet 5 Low

Assignment routing

Send platinum billing disputes straight to the Billing Escalations team.
ServiceNowSonnet 5 Low

Entitlement SLAs

Set response and resolution targets per priority that honour each account's entitlement.
ServiceNowSonnet 5 Low

Portal intake

Let customers raise a billing dispute themselves from the customer portal.
ServiceNowSonnet 5 Low

Case ACLs

Lock down billing disputes so only CSM agents and managers can touch them.
ServiceNowSonnet 5 Low

Notifications

Notify customers when a dispute resolves, and alert the manager on an at-risk SLA.
ServiceNowSonnet 5 Low

Service definition

Make Billing Dispute a one-click choice when agents open a new case.
ServiceNowSonnet 5 Low

Dispute reporting

Give me a live view of dispute volume, resolution time and SLA compliance by tier.
ServiceNowSonnet 5 Low

Post-build scan

Scan the staged build for gaps and stage every fix for my approval.
ServiceNowSonnet 5 Low

Case type audit

Show me every case type we run and where a billing dispute has no home.
ServiceNowSonnet 5 Low

Account model

Map my account hierarchy and flag which accounts are on the platinum tier.
ServiceNowSonnet 5 Low

New case type

Stand up a dedicated Billing Dispute case type in its own scope.
ServiceNowSonnet 5 Low

State flow

Give billing disputes a lifecycle: New, Open, Awaiting Info, Resolved, Closed.
ServiceNowSonnet 5 Low

Assignment routing

Send platinum billing disputes straight to the Billing Escalations team.
ServiceNowSonnet 5 Low

Entitlement SLAs

Set response and resolution targets per priority that honour each account's entitlement.
ServiceNowSonnet 5 Low

Portal intake

Let customers raise a billing dispute themselves from the customer portal.
ServiceNowSonnet 5 Low

Case ACLs

Lock down billing disputes so only CSM agents and managers can touch them.
ServiceNowSonnet 5 Low

Notifications

Notify customers when a dispute resolves, and alert the manager on an at-risk SLA.
ServiceNowSonnet 5 Low

Service definition

Make Billing Dispute a one-click choice when agents open a new case.
ServiceNowSonnet 5 Low

Dispute reporting

Give me a live view of dispute volume, resolution time and SLA compliance by tier.
ServiceNowSonnet 5 Low

Post-build scan

Scan the staged build for gaps and stage every fix for my approval.
ServiceNowSonnet 5 Low
ServiceNow
Phyllis
Jira
Solutions

Works with the stack you already run

Questions?

We’re glad you asked.

Do CSM case types get built as real, first-class work?

Yes. You get purpose-built case types that report, route and resolve as their own category — not just a label on a shared form. Each one is stood up properly and made available to agents so it's usable from day one. The result is real, structured work rather than a cosmetic tag.

Which parts of my Customer Service setup does Phyllis actually work with?

The real ones, read live from your instance — your accounts and their tiers, your contacts, your existing cases and case types, your routing, and your service-level targets. She works from what's actually in your environment, never a generic template, so what she proposes fits the estate you already run.

What are the prerequisites and limits for a CSM build?

You need Customer Service Management in place, and Phyllis checks that up front and tells you plainly if anything's missing before planning. Where a case genuinely needs technical support or field work, she proposes the right hand-off to the right tool rather than overloading one case type with another team's job. You get fit-for-purpose work, not a catch-all.

Does anything change in my instance without my say-so?

Nothing ships without you. Phyllis reviews, proposes a plan, and only builds after you approve it. Every change lands in a single review-ready package you can inspect first, and nothing reaches production until you press approve — so there are no surprises.

How do I trust what she tells me about my instance?

Every finding is cited to your live instance — the account tier, the missing case type, the routing that competes — read from what's really there, not from a template. If she can't cite it, she doesn't claim it. You get evidence, not assertions.

Ready to 10× the team you already have?


Cancel anytime.