Your Collections Workflow, Fully Automated
The Collections Agent runs inside your existing Salesforce org. No new logins, no middleware, no six-month rollout. It reads your AR data, executes your dunning strategy, and escalates exceptions to your team.
Prioritize by Risk
The agent scores every open account by invoice age, payment history, broken promises, and outstanding disputes. Your collectors see a prioritized worklist the moment they log in, not a flat aging report they have to interpret themselves.
Execute Dunning Automatically
Based on your configured dunning sequences, the agent sends personalized emails, triggers automated calls, and assigns collector tasks at exactly the right interval. Customer segment, account age, and payment behavior all influence which sequence fires.
Track Promises and Escalate
When a customer commits to paying, the agent records it, sends a reminder before the due date, and alerts your collector immediately if the promise is broken. High-value overdue accounts escalate automatically before they become bad debt.
