Tasks

Track required actions, validate information, and collaborate with your AI agent. Each task corresponds to a human intervention needed in the collection process.

Task examples:

• Customer requests a payment extension → Approve or decline
• Incorrect contact details → Update the information
• Invoice dispute → Handle the claim

Good to know: tasks are fully managed by the AI agent, from creation to closure. Your role is to validate or correct when necessary.

➡️ Manage tasks created by the agent

Communications

View the complete history of exchanges between your AI agent and your customers.

What you'll find:

• All messages sent by the agent
• Customer responses
• The status of each communication (sent, read, replied)
• The complete timeline per customer

Tip: filter by customer, date, or communication type to quickly find a specific exchange.

Accounts

Manage your customer list and their contact information. View payment history and current invoices for each account.

Available information:

• Full contact details
• Current and unpaid invoices
  
• Issued credit notes
• Communications and tasks linked to the account