Managing Follow-ups

Can I edit the content of a scheduled message?

It is not possible to manually edit a scheduled communication in Billabex. However, you can send an email to the AI agent to request an adjustment of the message content or tone for the upcoming reminder.

Can multiple contacts be followed up for the same account?

Yes. The AI agent can send follow-up messages to multiple contacts linked to the same client account.

The selection of recipients is automatically determined by the AI agent, based on the instructions defined in each contact’s profile, including:

• Their assigned role (e.g., primary contact)

• Specific notes attached to the contact (e.g., “do not follow up this contact,” “copy only”)

• Email address validity

You don’t need to manually choose recipients for each reminder. The AI agent uses available data to reach out to the right people at the right time.

Can follow-ups be disabled or paused for a client?

Yes. You can pause follow-ups for any account at any time, either directly from the platform or by sending an email. The AI agent will confirm the suspension and adjust its behavior accordingly.

Can I ask the AI agent to reschedule a follow-up?

Yes. Simply reply to a task or send an email to the AI agent with the account name and the desired follow-up date. The AI will automatically update the reminder plan.

What if a client asks to pause follow-ups or disputes a reminder?

The AI agent handles this kind of situation automatically. If any key information is missing, human intervention is needed, or the case is blocked, a task will be created to ensure proper follow-up.

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