Letters and Legal Actions

When does the AI agent suggest sending a formal notice?

The AI agent suggests sending a formal notice when an account shows a significant delay in payment and no response has been received from the client. You’ll be notified automatically via a task, including any potential associated costs.

The formal notice is only sent after your explicit approval.

What happens after the letter is sent?

Once the letter is sent, the AI agent waits until the deadline stated in the document (typically 8 business days) before resuming follow-ups.

The reminder plan is automatically adjusted to reflect this waiting period.

How do I approve the sending of a formal notice or pre-litigation letter?

You can either:

• Respond directly to the task created by the AI agent, or

• Send an email confirming your approval.

Once the confirmation is received, the AI agent updates the follow-up plan accordingly, taking into account the timelines mentioned in the letter.

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