AI-Agent to Support Collections Teams

Kolleno's AI-agent looks at different customer records and auto-generates the workflow to fit the situation, with conditional branches adjusting based on what has worked best in the past. Your clients are then automatically added to this plan and will get personalized messages using their invoice and contact information.

Kolleno AI-Copilot uses smart technology to apply payments for you. It directly connects your bank account feed and utilises Kolleno’s AI reconciliation module to find the best possible match and prevent any mismatches in the future. The system feeds back the payment status back to your accounting system and updates the records there. With just one click, your payments are reconciled and your accounting system is updated.

KollenoGPT, a unique chat feature that gives you instant answers based on your organisation’s data model. With KollenoGPT, you can quickly find out what was discussed in past interactions with a client or get the latest payment updates. You can also ask about your financial exposure, such as how much you expect to receive in payments next month, and much more.

Kolleno's AI-agent provides you a clear list of action items for the day, based on your customer inquiries received by email, phone or SMS. It will also handle routine customer communications for you. It adapts communication style to match the customers, autocomplete email with the most up-to-date client information, and even gives suggestions like tailored payment options.