Managed AI employee role
Polite follow-up for overdue accounts.
An automated agent configured to follow up on failed payments and outstanding invoices with a firm but polite tone.
Intended outcomes
- Consistent follow-up processes that support your finance team.
- Helpful outreach offering clear paths to resolve the balance.
- Clear escalation of disputes to human management.
Agent capabilities
Payment link delivery
Provides secure links to update payment methods via your processor.
Tone management
Adheres to a helpful, professional tone established during configuration.
Dispute logging
Records reasons for non-payment for human review.
Example workflow
Failed payment recovery
- Subscription payment fails.
- Agent texts the customer a friendly reminder with a secure link.
- Customer requests a few days to resolve.
- Agent acknowledges and schedules a follow-up.
Common Questions
Is this compliant?
We configure the agent's hours of operation, frequency, and disclosures based on your operational requirements gathered during discovery.
Does it take credit cards over the phone?
For security, it is designed to send a secure, unique payment link rather than collecting card details directly.