Younium AI Agents
Let AI agents continuously monitor your subscription lifecycle, surface what matters, and take action, so your team can focus on growth.
Subscription operations don’t scale with manual oversight
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Teams rely on dashboards and reports
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Issues are discovered too late
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Manual processes slow everything down
A new way to run subscription operations
Younium AI changes that by introducing an agentic model where AI:
- Continuously monitors your operations
- Detects risks and opportunities
- Takes action within your workflows
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Close faster with a seamless contract-to-revenue flow
Stop chasing ops to convert a contract into an order. Import a PDF, review the draft, and push to revenue — in minutes, not days. CPQ Chat means your reps stay in Younium and move deals forward without switching tools.
Execute deals and changes faster, with fewer errors
Set the rules once and let agents do the validation. When something needs human judgment, the agent surfaces it with a recommended action — not just a flag. Spend your time on process design, not data hygiene.
Fewer errors, audit-ready processes — every billing cycle
Agents validate account and invoice data before billing runs, surface anomalies automatically, and maintain a full audit trail of every action taken. Compliance that doesn't cost your team hours of manual checks.
Meet your AI workforce
Two modes — assistive agents that work with your team, and autonomous agents that run independently.
Assistive Agents
Make subscription operations more efficient by giving instant answers and taking on time-consuming tasks.
- Answer CPQ questions and support tasks like contract imports
- Respond to requests and surface relevant information
- Keep humans in control while reducing manual effort
Contract Import Agent
- Create order drafts by uploading PDFs like contracts, invoices, or quotes.
- AI extracts key data and matches it to existing Younium products and accounts.
Level of autonomy
CPQ Chat Agent
- Create order drafts by uploading PDFs like contracts, invoices, or quotes.
- AI extracts key data and matches it to existing Younium products and accounts.
Level of autonomy
Contract Import Agent
Turns contracts into structured order data by extracting and matching information automatically.
What it does
- Reads your uploaded document (PDFs like contracts, invoices, or quotes)
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Interprets unstructured data using AI Extracts key data
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Pulls customer details, contract terms, and product information
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Identifies relevant subscription data from the document
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Matches to your setup
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Maps extracted data to existing products and accounts
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Creates new accounts automatically if needed
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Generates order drafts
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Converts documents into ready-to-review order drafts
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Keeps the original PDF attached for reference
Interactive demo
CPQ Chat Agent
What the CPQ Agent Can Do
- Product recommendations
“What products should I include for a 50-user SaaS company?”
- Cross-sell and upsell suggestions “Customers who buy Product A often also add Analytics.”
- Natural language product search
“Find me something for data analytics.” - Pricing suggestions
Get recommended pricing based on deal context. - Quote analysis
“Analyze this quote for completeness and risk.” - Email generation
Generate personalized emails to accompany your quote (formal, friendly, or urgent tone). - Quote name generation
Automatically suggest a professional name for your quote.
Using the CPQ Agent
Open the CPQ Agent panel from any quote view. Type your question or request in natural language. The Agent understands the context of your current quote and can take actions like adding products or adjusting line items (with your confirmation).
⚠️ Note: AI is Advisory The CPQ Agent provides suggestions and recommendations. All actions require your confirmation before they are applied. You can always override or ignore the Agent’s suggestions.
Validation Agent | Beta
Your in-app assistant for validating customer accounts and ensuring billing readiness.
What it does
- Validates account data
- Checks customer records for required billing and invoicing information
- Verifies fields such as company details, currency, VAT number, and references
- Identifies missing or inconsistent data before it causes issues
- Ensures invoice readiness
- Confirms that invoice delivery methods are properly configured
- Validates email, e-invoice, and print delivery settings
- Checks that payment terms and reminder settings are in place
- Finds configuration gaps
- Reviews invoice templates, settings groups, and batch groups
- Highlights missing dependencies that could prevent invoice generation
- Explains exactly what needs to be fixed and why
- Guides users to resolution
- Provides clear recommendations for completing account setup
- Answers questions about billing requirements and configuration
- Helps users resolve issues without manual investigation
- Works within your workflow
- Retrieves account information directly from Younium
- Performs validations in the context of the account being viewed
- Surfaces issues proactively as users work
- Adapts to your setup
- Applies validation rules based on your configuration and processes
- Supports different billing methods, templates, and customer requirements
- Helps standardize account quality while remaining flexible
Interactive demo
Autonomous Agents
Autonomous agents are the next step in AI-driven subscription operationsm moving from assistance to independent execution.
- Executes tasks independently from start to finish
- Analyzes data and make decisions based on predefined logic
- Ensure processes run efficiently and at scale, without requiring human input
Validation Agent | Beta
- Monitors account and order data quality
- Detects inconsistencies and errors
- Recommends or fixes issues automatically
Level of autonomy
Billing Agent
- Identifies all invoices due for dispatch each day
- Generates and submits invoice batches on schedule
- Runs supervised or fully autonomously based on your trust level
Dunning Agent
- Surfaces overdue invoices ranked by urgency with recommended actions
- Resolve, snooze, or stop cases with a full audit trail
- Configurable playbooks automate actions based on days overdue
Frequently Asked Questions
Everything you need to know about Younium AI Agents.
What are AI agents?
An AI agent is software that can perceive its environment, make decisions, and take action, on its own, without being manually triggered for each task.
Unlike a chatbot that answers questions, an agent works continuously in the background: it monitors data, identifies problems or opportunities, and executes tasks directly inside your systems.
In a business context, agents replace the manual, repetitive work that teams do to keep operations running, things like checking data quality, chasing payments, or updating records, and do it faster, at scale, and without errors slipping through.
How does the self-learning feature work?
Every fix your team applies teaches the agent. Once you have applied the same correction 20 or more times, the agent recognises the pattern and will auto-apply that fix on the next run — no further input needed. Over time the agent becomes more accurate and reduces the amount of manual review required.
Can I define my own validation rules?
Yes. You can add plain-language instructions to the agent — for example, "skip organisation number validation" — and create custom account workflows, such as automatically assigning a specific invoice template to all customers in a given country. Rules are scoped per account type, so different workflows can apply to different segments of your customer base.
Who benefits most from AI Agents in Younium?
Younium Agents is designed for RevOps and Finance teams managing large account volumes, companies operating across multiple legal entities, and anyone who has ever delayed a billing run because of bad data. If your team manually checks account data before invoicing or audits, the agent was built for you.
What is the difference between assistive agents and autonomous agents?
Assistive agents respond to requests and surface relevant information while keeping humans in control — examples include the Contract Import Agent and CPQ chat agent.
Autonomous agents take initiative: they execute tasks on a schedule without being prompted. The Data Validation Agent and the forthcoming Billing and Dunning agents are autonomous. Younium's platform covers both, with a clear indicator of autonomy level shown for each agent.
What is the Validation Agent?
Younium Agents are designed around four principles:
Transparency — every action the agent takes is explained
Control — you set the rules and the agent respects them
Auditability — a full trace of actions is available for compliance and review; and
Gradual rollout — agents start small and scale as confidence builds. When the agent is unsure about a fix, it flags the item for human review rather than guessing.
How do I get access to Younium AI Agents?
The public beta will soon be available for all customers in-app.