Pause Follow-Ups for a Customer Account in Billabex

Pause Collection Efforts

In some situations, you may want to temporarily stop the collection plan for a customer account—such as ongoing legal proceedings, commercial negotiations, or internal processes. Billabex allows you to pause follow-ups for a specific account, either directly from the platform or by emailing the AI agent.

From the Platform

Steps:

1. Go to the Accounts module
2. Search for and select the relevant account from the list
3. Click on Options > Pause Follow-Ups
4. The AI agent is immediately notified of your decision

Result:

  1. The AI agent confirms the stop via email
  2. An alert icon appears next to the account name in the list
  3. An informational banner is displayed at the top of the account page


By Email

You can also send a message to your AI agent to request a stop on follow-ups for a specific account.

Best practices:

  1. Clearly indicate the account name
  2. Use an explicit instruction, such as:
    1. “Please stop follow-ups for this account”
    2. “Do not contact this client until further notice”

Avoid ambiguous expressions like “I’ll take care of it”, “We’re handling it directly”, or “We’re on it.” These may not trigger a pause.

Resuming Follow-Ups

Once the situation is resolved, you can:

  1. Reactivate follow-ups manually from the account page
  2. Or send a new email to the AI agent requesting to resume the process

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