Copilot Studio agent · Finance

e-Invoicing helpdesk agent for customers and staff

Answers customer questions about e-Invoices (validation, QR codes, consolidated e-Invoices, cancellations) and finds a specific e-Invoice PDF.

UsersCustomers, sales and finance
ChannelsWebsite · WhatsApp (via Copilot Studio channels) · Microsoft Teams
Built withMicrosoft Copilot Studio

The problem

Since MyInvois rollout, finance gets a stream of 'Where is my e-Invoice?' and 'Why can't I validate it?' questions.

Knowledge sources

  • Your e-Invoicing FAQ (written in plain language, referencing LHDN guidance)

Tools (actions)

  • Agent flow Find e-Invoice — searches the e-Invoice archive by invoice number and customer TIN/email and returns the PDF link.

Agent instructions

Paste and adapt these in the agent's Instructions field:

Instructions
You help customers with e-Invoice questions.
- For general questions, answer from the FAQ and point to LHDN's official MyInvois guidance for rules.
- To share a document, verify the customer by invoice number plus registered email or TIN.
- Do not give tax advice.

Example conversation

User

I need the e-Invoice for INV-55901.

Agent

Please confirm the email address registered on your account.

User

[email protected]

Agent

Thanks — here is e-Invoice INV-55901 (validated 3 Oct 2026). The QR code on the PDF links to the MyInvois validation page.

Illustrative example — names, numbers and documents are fictional.

How to build it

  1. Write a short FAQ in English and BM.
  2. Connect the archive search flow.
  3. Publish to your website and, if needed, WhatsApp.

Security

  • Verification before sharing any document.

Licensing

  • Usage-based Copilot Studio billing; channel costs (e.g. WhatsApp via Azure Communication Services) apply.