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Upflow can automatically identify potential invoice disputes based on customer communications and suggest appropriate dispute reasons, helping you resolve issues faster and keep your collections process on track.

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When is this useful?

  • High email volume: Your team receives many customer replies and needs help prioritizing disputed invoices
  • Faster resolution: You want to quickly identify and categorize disputes without manually reviewing every email
  • Visibility: You want to track which invoices have been flagged as disputed by customers
  • Consistency: You need standardized dispute reasons across your organization

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Prerequisites

Before using this feature:

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How it works

When an email suggesting a potential dispute is received, Upflow:
  1. Identifies the invoice(s) concerned based on the message context and your customer/invoice data.
  2. Suggests a dispute reason based on the content of the customer message.
  3. Provides context for review, typically including the key excerpt from the email that triggered the detection.
  4. Lets you decide: you can accept the suggestion to create the dispute, change the dispute reason before confirming, or reject it (no dispute is created).
  5. Updates status once confirmed: the invoice is marked as Disputed, the dispute appears in the timeline, and it becomes available for filtering/reporting like any other dispute.
The proposed dispute will include a quote from the communication that explains the rationale behind the suggestion. You can always edit it.

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Limitations

  • AI suggestions are based on imported email content only - they cannot analyze calls, letters, or conversations outside Upflow
  • The quality of suggestions depends on clear communication in customer emails

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FAQ

Can I train the AI to improve suggestions? The AI continuously learns from patterns in customer communications. While you cannot manually train it, accepting or dismissing suggestions helps improve future accuracy. What happens if I dismiss a suggestion? Nothing - the suggestion simply disappears and no dispute is created. You can still manually create a dispute later if needed. What languages are supported? The AI can analyze emails in multiple languages, but works best with English, French, Spanish, and German communications. Does this work with all integrations? AI-suggested disputes work with any billing integration, as long as you have email reply imports configured.