MEET YOUR RECEIVABLES AND COLLECTIONS SPECIALIST SAMFollow up outstanding accounts with consistency and care.
Configure this SAM around your business procedures, approved knowledge and connected tools. Start with a focused workflow and expand its responsibilities as the results justify it.
Design this SAMDescription
The Receivables and Collections Specialist SAM is a Digital Employee for finance teams. Its job: follow up outstanding accounts with consistency and care. It works from your approved knowledge, keeps a memory of past conversations and hands decisions to the people you name.
Use cases
- Check balanceHandled by the Receivables and Collections Specialist SAM and logged for your review.
- send permitted reminderHandled by the Receivables and Collections Specialist SAM and logged for your review.
- record responseHandled by the Receivables and Collections Specialist SAM and logged for your review.
- escalate disputeHandled by the Receivables and Collections Specialist SAM and logged for your review.
How this SAM helps
Check balance → send permitted reminder → record response → escalate dispute
Knowledge it needs
Add the procedures, examples and exceptions relevant to this role. Assign an owner to keep that guidance current.
You set the authority
No coercion; hardship/disputes to authorised person
Track the result
Promises to pay kept
Emotional intelligence
This SAM includes ANNA's emotional-awareness layer. Sentiment recognition reads tone, words and context so it can slow down for an anxious customer, acknowledge frustration and hand over to a named person when a conversation needs a human touch.
- Powered by ANNA — Advanced Neural Network Architecture
- Directed and governed by your AIM System
- Human approval kept for binding decisions
- Full analytics and audit trail
How to reach this SAM
Reach this SAM — and let it reach your customers and team — through the channels you switch on. Access is scoped to the role and the actions you authorise.
- PhoneConfigured to your procedures, permissions and connected systems.
- SMSConfigured to your procedures, permissions and connected systems.
- AIIT Command CenterConfigured to your procedures, permissions and connected systems.
- Mobile SAM ManagementConfigured to your procedures, permissions and connected systems.
- EmailConfigured to your procedures, permissions and connected systems.
- Web chatConfigured to your procedures, permissions and connected systems.
- WhatsApp BusinessConfigured to your procedures, permissions and connected systems.
- Microsoft TeamsConfigured to your procedures, permissions and connected systems.
- Human handoverConfigured to your procedures, permissions and connected systems.
- Custom channelsConfigured to your procedures, permissions and connected systems.
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Insurance Policy Administrator
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Start a conversation about receivables and collections specialist.
Tell us what you want to improve. Your enquiry will go directly to the AIIT team in Auckland.