Call center and dialer

The problem: calls live far away from the customer

A collections or sales agent dials from their cell phone or from a separate phone system. While they talk they can't see the customer's balance, nothing gets written down when they hang up, and the supervisor doesn't know how many calls were made or what came of them. The list of who to call lives in a spreadsheet that gets passed from hand to hand.

Call center with Recaudo

The dialer lives in the browser. There is a full page for people who spend the day on the phone and a floating bubble that follows the agent on any screen, so they can answer while handling the inbox. When you dial or receive a call, the customer appears with their balance, their overdue invoices and their tags, and you can send their payment link right from there.

To call a whole list, you build a call campaign from your overdue accounts, a list, a segment or a CSV. Each agent presses Start and the dialer hands them the next phone number and dials it. When they hang up they record how it ended (promise to pay, sale, call back, wrong number) and a few seconds later the next one rings. Numbers that don't answer go back into the line after the time you set, until the attempts run out, and only within the campaign's hours.

What it does

• Dialer: outbound and inbound calls from the browser, with the caller number you choose. It also receives WhatsApp calls.
• Call campaigns: automatic dialing of a list, two agents never get the same phone number, and a report with progress, how many answered, outcomes and calls per agent.
• Inbound calls: each agent marks whether they are available, busy or away. The call goes to whoever has been free the longest and, if nobody can take it, it waits in a queue.
• Hold and transfers: put the call on hold or pass it to another person or a group, either directly or after talking first with whoever receives it.
• Recording and summary: every call is recorded from the moment it is answered. Recaudo transcribes it, writes a summary and marks the customer's tone: positive, neutral, negative, upset or cooperative. This part uses the OpenAI key on your account.
• Promises to pay: the promise an agent records in a campaign shows up in Collections with its amount and date.

Use cases

• Phone collections: your team works the overdue accounts from morning to afternoon without hunting for numbers or losing track.
• Phone sales: call the prospects in a segment or in a CSV from an event, and every outcome is saved on the customer.
• Support line: incoming calls are shared among whoever is free, and no one goes unanswered without you knowing.

With the rest of Recaudo

• For calls that don't need a person, an AI voice agent calls, collects and, if the customer asks, transfers the call to your team.
• The automatic calls from smart collections offer a keypad menu and send the customer to an agent when they press that option.
• Every call is saved on the customer record in the CRM, next to their conversations and payments.

Start calling

Create your account, connect your voice number and build your first campaign.