Collaborate With Your AI Agent

Collaborate with Your AI Agent
Pause, Accelerate, or Resume an Action
In some situations, you may want to adjust the rhythm or flow of the current follow-up plan — temporarily pause messages, accelerate contact with a client, or even stop all communications for a specific account. While these actions can’t be directly ...
Edit a Message Before Sending
In Billabex, all follow-ups are automatically generated by the AI agent according to an evolving communication plan. You cannot manually edit a scheduled message directly in the platform. However, you can still request an adjustment to the upcoming ...
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 ...
How the AI Agent Works
The AI agent is the core of Billabex. Acting as your virtual teammate, it manages invoice follow-ups and collections with one goal: maximize recovery while preserving your customer relationships. What Exactly Does the AI Agent Do? As soon as an ...

Popular Articles
What is Billabex?
Billabex automates your invoice collection process using a dedicated AI agent. This virtual teammate builds personalized follow-up plans, communicates with your customers on the right channels, and only notifies you when a human action is required. ...
Managing Customer Accounts
In Billabex, an account represents a customer company. It groups all related documents (invoices, credit notes), contacts, communications, and collection actions associated with that business. Properly managing your accounts ensures a clear, ...
Quick Start Guide
In just a few minutes, you can automate your payment reminders, improve your collection rate, and simplify customer receivables management. With a dedicated AI agent, there’s no need to manually follow up on every case: it analyzes, follows up, and ...
Billabex Glossary
AI Agent The intelligent assistant built into Billabex. It analyzes invoices, builds follow-up plans, communicates with debtors, and automatically creates tasks or alerts when necessary. Credit Note A document that reduces the amount owed by a ...
Add and Edit Contacts
In Billabex, a contact is a person linked to a customer account. These contacts are the recipients of messages sent by your AI agent (emails, letters, etc.). Associating the right contacts with the right accounts ensures your AI agent sends reminders ...

Collaborate With Your AI Agent | Help Center