Introduce Your AI Agent to Your Customers

Introducing Your AI Agent

To ensure a smooth transition and build trust with your customers, it's important to let them know about their new point of contact for invoice follow-ups. Clear communication encourages faster payments and smoother exchanges.

We've prepared a ready-to-use email template to introduce your AI agent — a dedicated assistant that handles your collection follow-ups.

How to use it

1. Copy the template below, based on your AI agent's gender.
2. Customize the text with the agent's first name, last name, and email address.
3. Send the email to your customers from your usual email client.

Female agent
Male agent
Gender-neutral agent
Female agent
Subject: Introducing [First Name Last Name], your new contact for invoice follow-ups

Hello,

As part of improving our invoice management service, we are pleased to introduce [First Name Last Name], collection officer at Revoptim, our specialized partner.

[First Name] will now be your primary contact for any payment-related questions. Her role is to assist you with invoice management, answer your questions, and ensure a smooth and professional process.

You can reach her directly at: [firstname.lastname]@revoptim.com

Please don't hesitate to contact us for any additional information.

Thank you for your trust.

Best regards,

Male agent
Subject: Introducing [First Name Last Name], your new contact for invoice follow-ups

Hello,

As part of improving our invoice management service, we are pleased to introduce [First Name Last Name], collection officer at Revoptim, our specialized partner.

[First Name] will now be your primary contact for any payment-related questions. His role is to assist you with invoice management, answer your questions, and ensure a smooth and professional process.

You can reach him directly at: [firstname.lastname]@billabex.com

Please don't hesitate to contact us for any additional information.

Thank you for your trust.

Best regards,

Gender-neutral agent
Subject: Introducing [First Name Last Name], your new contact for invoice follow-ups

Hello,

As part of improving our invoice management service, we are pleased to introduce [First Name Last Name], collection officer at Revoptim, our specialized partner.

[First Name] will now be your dedicated contact for any payment-related questions. Their role is to assist you with invoice management, answer your questions, and ensure a smooth and professional process.

You can reach [First Name Last Name] directly at: [firstname.lastname]@revoptim.com

We remain at your disposal for any additional information.

Thank you for your trust.

Best regards,