Use case · Billing & retentionPayment Reminders & Collections

Consistent reminders. Payment promises logged. Your team knows the next step.

Scheduled, personal reminders over WhatsApp, email and phone. AI answers payment questions, records promises to pay and passes specific cases to your collectors.

See how it works
Built forCooperativesLendingLeasingBusinesses with receivables
Challenges

Situations that may feel familiar

1Manual reminders eat up timeYour team spends working hours sending messages and calling one by one.
2Customer replies get scatteredPromises to pay and reasons for delay end up in private chats and separate notes.
3Difficult cases are handled lateCustomers who need to negotiate only hear from a collector after the due date.
How it works

From billing data to follow-ups you can track

  1. 1Billing data inUpload a list or connect your system.CSVAPI
  2. 2Reminder scheduleA sequence of D-3, D-1 and the due date.WhatsAppEmailPhone
  3. 3Personal messagesName, amount and date filled in automatically.TemplateAI voice
  4. 4Customer repliesAI explains how to pay and records promises to pay.ChatPhone
  5. 5EscalationCases that match your rules go to a collector.RulesContext
  6. 6Status recordedPromise to pay, needs follow-up, or paid once verified.Report
See it in action

Reminders customers can talk to

The customer asks how to pay and mentions when they plan to. AI answers, records it, then reminds them again as promised.

AI + team

AI handles the routine, your team focuses on what matters

Handled by AI
  • Sends scheduled reminders on every channel
  • Explains how and where to pay
  • Records promises to pay with their dates
  • Reminds customers again as promised
AITeamHandoff with contextThe collector receives the amount, the reminder history and the reason the customer gave.
Your team steps in when
  • The customer asks for relief or restructuring
  • Delays beyond the limit you set
  • The customer raises a complaint
Go further with integrations

Connected to your systems, AI finishes the job

With an integration to your system's API, AI takes action right from the conversation, within the permissions you set.

Create a payment linkRight from the conversation, for the billed amount
Check payment statusUpdated when the payment system confirms
Issue an invoiceA PDF invoice sent to the customer
Update the bill statusPromises from the conversation; paid from the payment system
See how integrations work
Results

What you can measure

Track by campaign, by segment and by customer.
Payment promises loggedCustomers who named a payment date
Promises keptPayment promises actually paid, once verified
Read & connectedMessages read and calls answered, counted separately per channel
Time to collectorTime from escalation until your team handles it
Integrations & setup

What you need to get started

Data and materials
  1. 1A billing list: name, number, amount and due date
  2. 2Approved WhatsApp templates
  3. 3Escalation rules and calling hours
  4. 4The payment methods AI may share
Connections
WhatsApp BusinessEmailBusiness phone numberBilling system CSV or API
Our team helps you set everything up during the 30-day pilot.

Related use cases

Retention & RenewalsBilling & retentionAI-Assisted TelesalesSalesAI Customer SupportCustomer service

See the reminder flow for your collections team

A 30-minute demo: reminders, payment promises and escalation to a collector, using sample data.

See pricing
  • 30-minute demo
  • Measured 30-day pilot
  • We help you set up