AI-Agents for Collections working with Zoom
Zoom brings teams together to get more done in a frictionless environment. Zoom's reliable, video-first unified communications platform provides video meetings, voice, webinars, and chat across desktops, phones, mobile devices, and conference systems
Send current unpaid invoice details for each customer account.
Get a dated customer balance detail report in your inbox for your weekly receivables review, with open invoices and subtotals grouped by customer.
45 toolsAdd possible contact details for account follow-ups to a review sheet.
Your contact request lists become review-ready spreadsheet rows, with found details and uncertain matches clearly flagged.
17 toolsFill contact gaps in collection lists from matching profiles.
Your lead sheet gains listed contacts and a profile link when names and addresses match, with unclear cases flagged for review.
5 toolsList failed account texts for payment follow-up.
Get an SMS delivery report when a text fails. Your staff see phone numbers with open failures and reasons to follow up.
