When the AI Agent Recommends a Formal Notice (or Other Advanced Action)
In most cases, the AI agent handles collections autonomously: building follow-up plans, adapting to context, tracking responses, etc.
However, when standard amicable follow-ups are unsuccessful—or certain situations require escalation—the AI agent may suggest additional actions to help move the case forward.
Context-Based Action Suggestions
Depending on the account profile, follow-up history, amount owed, or aging of the outstanding balance, the AI agent may proactively recommend:
- Sending a formal notice by postal mail
- Sending a pre-litigation letter
- Initiating a legal debt recovery procedure
These actions are never triggered automatically. They are presented as optional suggestions and require your explicit approval.
How Are These Suggestions Presented?
When an advanced action is appropriate, the AI agent will:
1. Automatically create a task in the Tasks module
2. Detail the recommended action and explain the context behind the suggestion
3. Indicate any additional costs, such as postage or third-party service fees
4. Ask you to:
- Approve or reject the suggested action
- Confirm your agreement on any associated fees
Sending a Formal Notice by Mail
Sending a formal notice via registered mail is a key milestone in the debt collection process. While this document is not yet viewable directly within the platform, it is generated and tracked through our integrated delivery partners.
Coming soon: Preview of the letter and real-time tracking of delivery status directly within the platform.
Automatic Adjustment of the Follow-Up Plan
Once you approve an action, the AI agent will:
- Update the collection plan accordingly
- Respect any applicable grace periods (e.g. 8 business days after sending a formal notice)
- Resume follow-up based on the new expected payment date
This ensures smooth case management, with no need for manual intervention.
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