Settings
System preferences, case division, decision rules, and branding.
Decision Tree
Visual representation of decision logic for customer collection strategies
Days Overdue ≤ 30?
Customer Type = Good?
Soft Reminder
Friendly Assistant
Moderate Reminder
Professional Advisor
Days Overdue ≤ 60?
Firm Warning
Assertive Counselor
Legal Notice
Legal Specialist
Strategy Matrix
Define collection strategies based on customer variables and conditions
| Strategy | Tone | Frequency | Channels | AI Agent | Conditions | Actions |
|---|---|---|---|---|---|---|
Decision Variables
Define variables used in decision tree and strategy matrix
AI Agents
Configure AI agents for automated calls, messages, and emails
Monthly Call Limit
Controls when manual, softphone, and AI auto call buttons are disabled in customer Communications.
Default demo limit is 10 calls per customer per month.
Set to 10 to preview disabled call buttons.
Demo preview: / calls used.
AI Agent Capabilities
Voice Calls
- • Natural language processing
- • Sentiment analysis
- • Real-time response generation
- • Multi-language support
- • Call recording & transcription
Messages (SMS/WhatsApp)
- • Personalized message generation
- • Context-aware responses
- • Payment link generation
- • Automated follow-ups
- • Template management
- • Dynamic email templates
- • Attachment management
- • HTML email generation
- • Delivery tracking
- • A/B testing support
Test Decision Engine
Test how the decision tree evaluates different customer scenarios
Recommended Strategy:
Soft Reminder
AI Agent: Friendly Assistant
Channels: SMS, Email