01
Set up phases and channels.
By days past due you pick WhatsApp, email or a call from an artificial intelligence voice agent, plus the hours when customers can be contacted.
Collection settings
Use cases
Automate collections by WhatsApp, email and phone
Reminders by WhatsApp, email and phone that go out on their own on the right date.
For: Teams that collect by hand, one customer at a time
Artificial intelligence call
How it works
Reminders go out on their own on the right date. Your team handles what needs a person.
02
The call is just another step.
After a reminder and a wait, if the payment has not come in, the voice agent calls. Outside calling hours, the call is postponed.
Flow · Monthly installment collection
03
Everything lands in the customer history.
Each call keeps its duration, result and transcript. If the customer promised a date, the promise is linked to the call.
Héctor Valdivia · Calls
The problem: collecting customer by customer wears out the team
When collections depend on someone remembering to send the message, reminders go out late or not at all. Calls get made when there is time left over, and what each customer said stays in the memory of whoever made the call.
The solution: automatic phases and AI-powered calls
- Phases by days past due: you set which channel is used in each phase and the contact hours. Reminders go out on their own and respect the days and hours you defined.
- Calls with a voice agent: the call can be a step in a flow, after a reminder and a wait, only if the payment hasn't come in. During the call the agent can send the payment link by WhatsApp.
- A record of every call: duration, outcome and transcript are saved in the customer's history. If the customer promises a date, the promise is recorded.
- AI chat agents: they reply on WhatsApp with the tools you enable for them and hand the conversation to a person when needed.
For everything that isn't collections, automations run steps with waits when an event happens, like a payment or a received message.
What you use from Recaudo
These are the Recaudo tools that make this use case possible.
Frequently asked questions
¿Qué se puede automatizar en la cobranza?
Los recordatorios por fases (WhatsApp, correo y llamada con un agente de voz), las respuestas en el chat con agentes de inteligencia artificial y, con automatizaciones, pasos con esperas cuando ocurre un evento.
¿Se registran las promesas de pago?
Sí. Cuando el cliente promete una fecha en la llamada o en el chat, la promesa se registra y los recordatorios se pausan hasta ese día.
¿Cómo funcionan las llamadas de cobranza?
Un agente de voz de inteligencia artificial llama, explica el adeudo y puede mandar el link de pago por WhatsApp durante la llamada. La transcripción queda en el historial del cliente.
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