Collections guide
What is AI collections and how can it help recover debt?
A practical guide to how AI agents automate outreach, payment agreements, and portfolio follow-up.
For: Collections and portfolio operations leaders · 7 min read
AI agent resources
Practical ways to improve collections and operations with AI agents
Guides for collections managers, fintech leaders, and operations teams improving recovery, conversations, and integrations with AI agents.
Collections and portfolio management
For managers who need to prioritize accounts, improve outreach, and measure recovery beyond messages sent.
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Portfolio management
How to recover overdue debt with a staged collections strategy
Organize overdue debt recovery with segmentation, timely outreach, payment agreements, and verifiable follow-up.
For: Collections managers and agents · 8 min read
Contact channels
Can you collect debt on WhatsApp? Check Meta's policy first
What Meta's current WhatsApp Business policy says about debt collection and what to verify before choosing a collections channel.
For: Collections leaders reviewing channel policies and contact alternatives · 6 min read
Fintech, technology, and integrations
For teams evaluating software, comparing automation, or connecting an agent to existing systems.
Applied technology
AI collections agent vs. traditional chatbot
Understand the difference between a fixed-rule chatbot and an agent that can converse, record outcomes, and trigger processes.
For: Product, operations, and technology leaders · 6 min read
Fintech and credit
What a collections platform should include for a fintech
Evaluate portfolio management, automation, payments, traceability, and integrations for digital credit operations.
For: Fintech credit, risk, and operations leaders · 8 min read
Integrations
How to integrate a collections agent with your CRM or portfolio system
Define the data, events, and controls needed to connect a collections agent to the tools your team already uses.
For: Portfolio and technology teams integrating systems · 7 min read
Sales and appointment operations
For teams turning conversations into confirmed appointments and actionable records.
Scheduling and integrations
How to connect an AI agent to Google Calendar and your CRM
Design a WhatsApp flow that qualifies requests, books appointments, updates the CRM, and sends reminders.
For: Sales and service teams managing appointments · 8 min read
WhatsApp campaigns in Colombia
For teams planning campaigns and managing consent, responsible outreach, and outcomes.
WhatsApp compliance
How to follow WhatsApp rules when sending campaigns in Colombia
Plan WhatsApp commercial campaigns with verifiable opt-in and learn why debt collection is restricted by the channel policy.
For: Marketing and operations teams running campaigns in Colombia · 7 min read