How does the agent introduce itself to my customers?

It uses a dedicated professional identity, such as Julie Fontaine, and explains that it works on behalf of your company to support it with the monitoring and management of its customer invoices.

What happens when the agent is unsure?

It acts only within the framework you define. If a reply is ambiguous or requires a commercial decision, it pauses the next action and sends the case to your team with its context.

Do I stay in control?

Yes. You can see the full conversation history, pause a follow-up and take over at any time. The agent automates execution, not your decisions.

What is Revoptim’s role?

Revoptim operates the professional identity your agent uses to follow invoices and payments on behalf of your company.

Billabex AI agent

Your collections keep moving.Your customer relationships stay intact.

Your agent works on behalf of your company, follows up, understands replies and hands back the situations that require your decision.

See the agent in action Read a follow-up example

Julie Fontaine · Revoptim

Works on behalf of Crosstalent

Invoice follow-up

Follow-up sent

Hello Leah, invoice #2025000229 is due on Friday. Let me know if anything is holding up the payment.

Customer reply

Hello, thanks for the reminder. The transfer will be sent Friday.

Promise understood, follow-up adjusted

The agent reschedules the follow-up and avoids an unnecessary reminder. It hands back control when a reply requires your decision.

Show the tone before the technology

Your agent uses a dedicated professional identity operated with Revoptim. It works on behalf of your company and hands back situations that require a decision.

A framework you define

You choose the tone, schedule and limits.

Every reply understood

Promises, absences and disputes stay in context.

The right handoff

Your team steps in only when the decision is theirs.

Message example

Introduction example

Julie Fontaine

julie.fontaine@revoptim.com

Hello,

I'm Julie Fontaine. I work on behalf of Crosstalent to support them with the monitoring and management of their customer invoices.

I would like to remind you that invoice #2025000229 for €9,537.75 is due on Friday.

This reminder gives you time to plan the payment. If anything is holding it up, you can reply to me directly.

Kind regards,

Julie Fontaine

One invoice,followed from start to finish

Follow up at the right time
Before or after the due date, the agent chooses the next message within the framework you define.
- Multiple channels
- Adapted tone
- History retained
Understand the reply
A payment promise, an absence or a new contact: the next step keeps the full context.
- Context retained
- Right contact found
Hand control back
A dispute or a commercial decision? The agent sends the case to the right person.
- Case summarized
- Human decision
Resume the follow-up
Once you decide, the agent updates the schedule and continues without losing the thread.
- Schedule updated
- No unnecessary reminder

Delegate the work,keep the control

Depending on the approach, the work and the relationship risk do not sit in the same place.

Software you operate

It organizes follow-ups, but leaves you to execute and decide.

Sequences to configure
Messages to approve
Exceptions to handle

A late-stage provider

It often intervenes after the due date, with less customer context.

Late intervention
Relationship delegated
Variable cost

The Billabex agent

It follows each invoice within the framework you define.

Follow-ups and replies tracked
Exceptions handed back
Visible history

Frequently Asked Questions

Your follow-ups keep moving.
Your relationships stay intact.

See how your AI agent follows up, understands replies and hands control back at the right time.

Request a demo