Prepare the first follow-up

In short

Before the first follow-up, open the customer account and confirm that it has a reachable contact, a usable invoice, and an outstanding balance. Check the due date and any credit or payment already recorded, then inspect collections state. The agent should not send anything while a pause, missing data, or a human task blocks the case.

Expected result

The account contains the required data and the agent’s next action matches the due date and remaining balance.

Before you start

• The first synchronization imported the account and its documents.
• Know which billing contact should receive communications.

Procedure

1. Open the customer account and check the balance and invoice that justify the follow-up.
2. Review due date, paid amount, and allocated credits to prevent an unjustified reminder.
3. In contacts, confirm the email address, language, and intended recipient.
4. Check that no pause, insolvency proceeding, or pending task prevents the agent from acting.
5. Review the next scheduled communication and correct inconsistent data instead of forcing a send.

What Billabex does

The agent builds its action from balance, invoice age, previous exchanges, and organization rules. It pauses or requests input when context does not support a safe follow-up.

If the result is not what you expected

• When no communication is scheduled, look for an active pause, payment promise, or open task.
• Correct an amount in the source when it came from the integration, then allow it to synchronize.
• Replace or disable an invalid contact before resuming the case.