# B2B software demo call: Fixes an auto-renewal overcharge, then books a demo the customer asked for > A finance head calls angry about an auto-renewal for 50 seats when he had asked to drop to 40. The AI finds his email ticket, processes the reduction with a pro-rata credit note, shows the 60-day price-change notice when he disputes the 12% rise, sends a card refund request to the billing manager, and when he mentions his sales team losing leads, books a demo with the sales head. - Page: https://www.brandbakery.tech/demos/saas-renewal-overcharge - Last updated: 2026-10-22 Breadcrumb: [Home](https://www.brandbakery.tech/) > [Demos](https://www.brandbakery.tech/demos) > B2B software Demo business, not a client. BahiCloud billing software, Noida is an invented business. Scripted call, audio not recorded yet. The business is invented, and the AI says it is an AI at the start of the call. - **Language:** English - **Direction:** Inbound - **AI voice:** Sarvam Bulbul, simran_enhi_customer (caller: shubh_hi_customer) - **Audio:** not recorded yet (transcript only) ## What it did - Account verified. Seat-reduction ticket found unprocessed - Seats cut to 40. Credit note CN-20931 issued - Card refund request to billing manager, call by noon (handed to a person) - 60-day price-change notice found and forwarded - Lead pain qualified: ~200 enquiries/month, 3 channels - Tally question passed to the sales head (handed to a person) - CRM demo booked: Thursday 4 pm, email-only follow-up ## Transcript **AI employee:** Hello, BahiCloud customer support. I'm the AI assistant here, and this call is recorded. How can I help you today? **Caller:** Yes, I'm the finance head at Sehgal Exports. Your system just auto-debited our card for fifty seats. Fifty! We are forty people. I wrote to you a month ago to reduce it. What is going on? **AI employee:** I'm sorry, that's frustrating, especially when you'd already asked in writing. Let me pull up the account and that email. Could you confirm the registered company email or the account ID? **Caller:** Account ID BC 1 0 4 4 7. The registered email is our accounts inbox. **AI employee:** Thank you, Mr Sehgal, you're verified. I can see the annual plan renewed yesterday for fifty seats at six hundred and seventy-two rupees a seat per month. And yes, I can see your email from the twelfth of last month asking to reduce to forty seats. It was logged as ticket BC-T 7 7 1 2, but it was never processed before renewal. **Caller:** So you admit it. Yaar, ek simple kaam tha. Ab mera poora reconciliation kharab ho gaya. (So you admit it. Man, it was one simple task. Now my whole reconciliation is messed up.) **AI employee:** You're right, it should have been processed, and that's on us. Here's what I've done just now. The plan is reduced to forty seats from the renewal date. The ten extra seats for the full year come to eighty thousand, six hundred and forty rupees plus GST, and that is issued as a credit note, number CN 2 0 9 3 1. It's on its way to your email. **Caller:** A credit note? I don't want credit. I want the money back on the card. **AI employee:** Understood. A refund to the card is something only our billing manager can approve, so I've sent that request to Ms Iyer with the ticket history attached. She'll call you by tomorrow, twelve noon. If the card refund is approved, the credit note will be cancelled so you're not double counted. **Caller:** Fine. And while we're at it, why has the per-seat price gone up twelve percent? Nobody told us that either. **AI employee:** Let me check the notice log. A price-change email went to your registered accounts inbox on the twenty-first of August, sixty days before renewal, and a reminder fifteen days before. I'm forwarding both emails to you now so you can see exactly what was sent. **Caller:** Hmm. Probably went to spam. Still, twelve percent is steep. Kuch adjust ho sakta hai? (Hmm. It probably went to spam. Still, twelve percent is steep. Can something be adjusted?) **AI employee:** That's not something I can change myself. I've added your request for a price review to Ms Iyer's note, so you can raise it on the same call tomorrow. **Caller:** Okay. Honestly, the software is fine. My real problem is our sales team. They get enquiries from our website and trade fairs, and half of them never get a callback. Leads just die. **AI employee:** That's a common pain. Quick question so I route this properly: roughly how many enquiries a month, and where do they land today, email, a sheet, or WhatsApp? **Caller:** Maybe two hundred a month. All over the place. Email, WhatsApp, some in an Excel sheet. **AI employee:** Thanks. We have a CRM add-on that pulls enquiries from email and WhatsApp into one list and reminds the rep to call back. Whether it fits your process is better judged in a live demo with our sales head, Mr Rao, than by me guessing. Would you like a thirty-minute demo? **Caller:** Wait. Before that, does it work with Tally? Our accounts are on Tally. **AI employee:** Good question, and I'd rather not guess. I know our billing module exports to Tally, but I'm not certain how the CRM add-on handles it. I've put that as the first question for Mr Rao, so he answers it at the start of the demo. **Caller:** And I'm not paying anything for a demo, and nobody calls me ten times after it. **AI employee:** The demo is free, and I've noted that you want one follow-up email after it, not calls. Mr Rao has Thursday at four pm or Friday at eleven am. **Caller:** Thursday four. Our sales manager will join too. **AI employee:** Done. Thursday at four pm, a video call invite is going to you, and I'll add your sales manager if you share the email. **Caller:** I'll forward it. Fine. **AI employee:** To recap: seats reduced to forty, credit note CN 2 0 9 3 1 for eighty thousand six hundred and forty rupees plus GST is in your email. Card refund and price review are with Ms Iyer, who calls by noon tomorrow. The price-change emails are forwarded. And the CRM demo is Thursday at four, with Tally as the first question. Anything else? **Caller:** No. That's actually sorted. Thanks. **AI employee:** Thank you, Mr Sehgal. I'm sorry again about the missed ticket. Have a good day. ## Start Hear it answer your own number: https://www.brandbakery.tech/contact. More demos: https://www.brandbakery.tech/demos. --- Brand Bakery is a design-first digital studio in New Delhi. Start an enquiry at https://www.brandbakery.tech/contact or email support@brandbakery.tech. 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