What's new

Most reminder sequences treat every customer the same: the same timing, the same channel, and the same follow-up.

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Customer agents with optimised reminders change that. You set the approach for each customer group, including the channels, persistence, and actions the agent can take. The agent then works out the best way to encourage each customer to pay.

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New customers start on a standard reminder sequence. Over time, the sequence adapts based on payment data, using the timing, channel, and cadence most likely to get invoices paid.

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This means:

• Faster payments with less manual work
• More personalised payment reminders for your clients
• Smarter chasing that improves as more payment data comes in

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👉 Turn on client optimised chasing for an agent here

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