AI assistant

ChargeOn exposes payment information and actions to Agentforce, so you can ask questions in plain language instead of navigating to a record — "what did this customer pay last month?", "is their card still valid?"

Page	What it covers
What you can ask	The questions it answers, the actions it takes, and its limits

The assistant asks, ChargeOn decides

The assistant gathers what you want. Every decision about whether a payment is allowed, and every record it writes, goes through the same checks as the buttons in the interface. It has no shortcut around them.

Before anything moves money

For any request that would move money or change an account, the assistant always shows you what it is about to do and waits for you to say the word — see before money moves for exactly how that works. It never acts on a "probably" or a guess at what you meant.