Collections & Follow-up Agent
Automated follow-ups, reminders and soft-collection.
Sends reminders, negotiates dates, confirms payments, updates status. Works via WhatsApp, email, SMS and voice.
Who it's for
- ✓ Financial services with receivables management.
- ✓ Utilities and telcos with billing and payment follow-up.
- ✓ SaaS companies with subscription renewals and overdue accounts.
- ✓ Retail and e-commerce with pending payments.
What this agent can do
- ✓ Send automated payment reminders (before and after due date).
- ✓ Negotiate new payment dates with customers.
- ✓ Confirm payments and update status in your system.
- ✓ Escalate to human collector if no response after X attempts.
- ✓ Multi-channel: WhatsApp, SMS, email, optionally voice.
- ✓ Analytics: recovery rate, response rate, avg. days to payment.
How it works behind the scenes
The agent connects to your billing system or CRM to identify overdue accounts. It sends reminders via WhatsApp, SMS or email. If the customer responds, the agent can negotiate a new date and update the system. If there's no response after several attempts, it escalates to a human collector with full conversation history.
Example scenarios
Telco: Customer has overdue bill → Agent sends WhatsApp reminder, customer confirms payment date, agent updates system.
SaaS: Subscription payment failed → Agent emails reminder, customer updates card info, agent confirms.
Retail: Pending invoice → Agent calls (voice), customer asks for 1-week extension, agent negotiates and confirms.
KPIs this agent improves
- 📈 Recovery rate: 15–25% increase in on-time payments.
- 📈 Days sales outstanding (DSO) reduced by 10–15 days.
- 📈 Collector productivity: handle 3x more accounts with same team.
- 📈 Customer experience: polite, consistent follow-ups reduce friction.
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