Interactive Statements, Policies, and Bills with Doxee Platform®
With Doxee’s Interactive Microsites and Videos, turn static statements, policies, and bills into personalised, interactive experiences. Each document adapts to the individual customer, guiding them to understand, act, and self-serve — directly within the communication itself.
Turn Every Statement, Policy and Bill into an AI-Powered Conversation
Doxee’s Interactive Statements, Policies & Bills solution replaces static PDFs with responsive, personalised experiences built for each individual customer. Instead of a flat page, every document becomes a guided journey: an interactive bill or statement with dynamic content, embedded video, charts, and clear next actions that answer questions in context. Generative AI helps compose and personalise each communication, while predictive AI — anomaly detection, engagement scoring, and churn prediction — turns interaction data into targeted follow-ups. Customers explore their data, understand charges, and self-serve on any device. Built on Doxee’s API-first platform, human-in-the-loop, delivered omnichannel, and processed entirely within the EU.
Up to 2x
Conversion
Embedded calls to action, from one-click payment to paperless opt-in and tailored offers, turn routine statements and bills into conversion points, delivering up to 2x more conversions than static PDFs.
Up to 1.5x
Higher Engagement
Interactive, personalised statements, policies, and bills turn passive documents into guided journeys, lifting engagement by up to 1.5x compared to static PDFs.
Up to 48%
Email Open Rates
Personalised, action-oriented communications achieve open rates of up to 48%, well above typical static-document benchmarks, so key messages are actually seen.
Up to 57%
Interactive Openings
Rich, responsive documents drive opening rates of up to 57% on interactive comms, keeping customers inside the experience on any device.
Up to 95%
Video Watch-Through Rate
Personalised interactive videos guide customers, holding attention with watch-through rates of up to 95%, so key information lands.
Up to 15%
Fewer Support Calls
Clear, self-service answers delivered in context deflect routine enquiries, cutting inbound call volume by up to 15%.
The Interactive Communications Lifecycle
From raw data to AI-driven insight: how an interactive bill is produced, delivered and measured, in one closed loop.
1. Customer Data
Core systems send customer data into Doxee Platform® to start the cycle.
2. Generate Communications
The platform produces both legacy and interactive statements, policies and bills.
3. Omnichannel Delivery
Doxee Platform® delivers each communication across the customer's preferred channels.
4. Opening
The customer opens the interactive statement, policy, or bill.
5. Gather Data
The platform captures sending, delivery and interaction events on the interactive microsite.
6. AI Analysis
AI analyses billing data with channel and engagement data: anomaly detection, engagement scoring, churn prediction.
7. Improve Templates
Communications are optionally refined and improved based on AI-generated insights.
8. Targeted Campaigns
Optional up/cross-selling, loyalty or retention campaigns driven by AI results.
9. Continuous Loop
Refined content and campaigns re-enter the cycle, compounding relevance over time.
10. Tracking & Analytics
The platform provides full tracking and analytics across the entire communication lifecycle.
From Print to Conversation
How Doxee Platform® turns static PDFs into interactive bills, statements and policies.
Any Source, One Platform
Ingest any data or legacy template; print and interactive together.
Personalised at Scale
Every statement, policy and bill tailored to the individual.
Interactive, Not Static
Dynamic content, video and charts that answer questions in context.
True Omnichannel Delivery
Reach each customer on their preferred channel, one experience.
Conversational Self-Service
Customers explore data and act within the communication.
AI-Driven Insight
Generative and predictive AI turn interaction into intelligence.
Closed-Loop Improvement
Engagement data feeds back into templates and campaigns.
EU-Sovereign & Governed
API-first, human-in-the-loop, fully EU data-sovereign.
One Engine, Every Format
Compose bills, statements and policies as PDFs, interactive microsites and video — electronic bill presentment and payment (EBPP), made interactive.
PDF Composition
Design fillable, print-ready statements, policies and bills.
Accessible by Design
PDF/UA and WCAG-compliant documents out of the box.
Interactive Microsites
Smart bills and policies customers explore and act on.
Personalised Video
One-to-one video that explains the bill line by line.
Guided Data Capture
Collect data, documents and consent inside the experience.
Dynamic Content
Charts, tables and logic that respond to each customer.
Legacy Template Migration
Reuse existing templates; print and digital together.
Mobile-First
Optimised for smartphones from the first tap.
Every Statement, Bill and Notice
One platform for the full lifecycle of billing communications and regulated notices.
Bills & Invoices
Utility bill digitisation for energy, gas and water, ARERA 2.0 smart bill, invoices and receipts.
Payments & Reminders
Premium/instalment reminders, due and overdue notices, payment plans.
Confirmations & Balances
Payment confirmations, receipts, reconciliation, refunds.
Statements & Policies
Account statements, policy documents, amendments and rate changes.
Onboarding & Lifecycle
Welcome, activation, supply start, suspension, reactivation, termination.
Regulatory & Legal
Regulatory and legal notices, contract-term updates, audit notices.
Privacy & Consent
GDPR and privacy updates, consent renewals, eIDAS-compliant comms.
Public Sector & B2G
Tax reminders, fines, grants, permits, licences, pensions, benefits.
Mass-Automated or One-to-One
Run entire billing cycles hands-free, or guide a single customer live — on one platform.
Automated Batches
Generate and deliver millions of communications hands-free.
One-to-One Assisted
CRM operators guide customers through the flow live.
CRM & ERP Integration
Trigger journeys and sync status from your systems.
Real-Time Triggers
Events fire the next communication automatically.
Operator Workspace
Agents launch, monitor and complete sessions per customer.
Multichannel Reach
Email, web, mobile and PURL links from one source.
Status Feedback
Per-customer process state flows back to CRM/ERP.
Elastic Scale
Stateless services scale to billing-cycle peaks.
Built for Regulated Industries
Compliant, accessible and preserved communications aligned to EU regulation, from utility bills to policy documents.
ARERA 2.0 Bill
Regulator-compliant energy bill templates for Italy.
Accessibility
PDF/UA and WCAG-accessible documents for every customer.
eIDAS-Compliant
Digital communications with legal value across the EU.
GDPR & Consent
Privacy updates and consent capture with a clear audit trail.
Certified Archiving
Long-term, legal-value preservation of communications.
Audit & Certification
Ready for audit trails and certification notices.
EU Data Sovereignty
API-first, data processed entirely in the EU.
Human-in-the-Loop
Governance and review kept in the loop where it matters.
Predictive AI Across Every Customer Interaction
Anomaly detection, engagement scoring and churn prediction applied to billing and interaction data.
Anomaly Detection
Three-level statistical scoring flags abnormal deviations in data and behaviour.
Configurable, Retrained Models
Per-attribute thresholds, with models retrained quarterly on historical data.
Engagement Scoring
Weighted touchpoint analysis clusters customers as high, medium or low.
Real-Time Event Capture
Tracks sending, delivery and interaction across every touchpoint.
Churn Prediction
CatBoost model scores churn risk with over 85% precision.
MCP Gateway Feedback
Open-standard connectors feed AI insight back to core systems.
Behavioural + Billing Fusion
Unifies billing data with channel and engagement signals for richer insight.
Measurable Impact
Up to 40% more anomalies detected; 25% fewer billing complaints.
Most Recent Recognitions
For more than a decade, leading industry analysts have recognised Doxee’s technological excellence and forward-looking vision in Customer Communications Management (CCM) and Customer Experience Management (CXM). The latest reports confirm the strength of the Doxee Platform’s cloud-native, AI-powered, integration-first approach and highlight Doxee as a trusted partner for enterprise digital engagement.
Related industries: Utilities & Energy · Telco & Media · Insurance · Banking
FAQ
What is Doxee's Interactive Statements, Policies & Bills solution?
It replaces static PDFs with responsive, personalised experiences: every statement, policy or bill becomes a guided journey with dynamic content, embedded video, charts and clear next actions, so customers explore their data, understand charges and self-serve directly within the communication.
Which types of communications can Doxee produce?
The full lifecycle of regulated communications — bills and invoices (including energy/gas/water and ARERA 2.0 smart bills), payment reminders and overdue notices, confirmations, receipts and reconciliations, account statements and policy documents, amendments and rate changes, regulatory and legal notices, and privacy/consent updates.
What formats and channels are supported?
One engine composes PDFs (including PDF/UA), interactive microsites and personalised video — full electronic bill presentment and payment (EBPP) — and delivers omnichannel: print & mail, email, SMS, personalised URL, in-app, web portal and certified channels (eInvoicing, PEC, Q/ERDS) — mobile-first by default.
How is an interactive bill different from a normal PDF or e-bill?
Instead of a flat document, the interactive bill is a responsive experience: customers drill into charges, view consumption charts, watch a personalised explainer video and take the next action (pay, query, self-serve) in context — reducing confusion and inbound calls.
Can it run both mass, high-volume production and one-to-one journeys?
Yes. The same platform handles automated batches for entire billing cycles (millions, hands-free) and one-to-one, operator-assisted journeys, with stateless services that scale elastically to billing-cycle peaks.
Is the solution accessible and compliant for regulated industries?
Yes. It produces PDF/UA- and WCAG-accessible documents, supports ARERA 2.0 bill templates, aligns to eIDAS and GDPR, and provides certified archiving with legal value — all API-first, human-in-the-loop and processed entirely in the EU.
What does "processed entirely within the EU" mean for our data?
Composition, delivery and storage run on EU-resident infrastructure — so data sovereignty and residency requirements for regulated sectors are met by design.
Does it integrate with our existing systems and legacy templates?
Yes. It ingests any data source or legacy template to generate print and digital together, and integrates with core systems (e.g. Salesforce, SAP, Microsoft Dynamics) via APIs to trigger communications and sync status.
How does AI improve statements, policies and bills?
Generative AI helps compose and personalise each communication, while predictive AI — anomaly detection, engagement scoring and churn prediction — turns interaction data into targeted follow-ups and continuously improves templates and campaigns in a closed loop.
What measurable results can we expect?
Interactive documents typically lift engagement and openings, improve email open and video watch-through rates, and reduce support calls versus static PDFs. Exact impact depends on your data and use case — figures shown on the page are illustrative “up to” benchmarks.
