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Get-paid call

Invoice chaser.

Rings customers about overdue Xero invoices, sends the secure pay-link mid-call, and either gets it paid or captures a specific promise-to-pay, on an escalating cadence as the invoice ages.

Goal

Get the invoice paid (or get a clear, specific commitment about when) without making the customer feel chased. An invoice is a debt, so the tone firms up as it ages, but it never threatens. Disputes go to a human; the AI never argues about amounts.

Triggers

  • Xero reports an invoice overdue past your threshold: the cadence escalates with age (a gentle first touch around 14 days, firmer around 30, final around 60)
  • Customer mentions an invoice on an inbound call: the workflow routes mid-conversation

What the AI does

  • Opens with the AI + recording disclosure and the reason for the call
  • Checks DNCR before dialling (existing-relationship collections are normally exempt; we still check)
  • Holds a real conversation off live Xero data: the amount, the invoice number, when it was due
  • If paying now: sends Xero's secure pay-link by SMS mid-call and confirms which number it went to
  • If not today: captures a specific promise-to-pay date and amount (never a vague 'soon')
  • Firms the tone as the invoice ages across the cadence, and continues the same cadence over SMS and email

What the AI won't do

  • Threaten consequences, hint at legal action, or guilt the customer
  • Take card details over the phone: it only ever sends the Xero pay-link
  • Negotiate the amount or offer a discount
  • Argue a dispute: it captures it and routes to a human

Tools available to the AI

lookup_customer_historysend_invoice_linkcheck_payment_statuscapture_promise_to_payschedule_followuptransfer_to_staff

Tools are typed and bounded: the AI calls them, it doesn't define them. Each tool call is logged with an idempotency key, so retries never produce duplicates.

Success looks like

DSO comes down and cash lands sooner. Customers who genuinely forgot pay on the spot via the link; the rest commit to a specific date; disputes surface fast and reach a human, all off one live Xero ledger.

Toggle

Dashboard → Workflows → Invoice chaser · on/off. Tune the age thresholds and cadence in the dashboard. Turning it off also pauses the mid-call pay-link flow.

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