WhatsApp automation for Collections

Reach customers where they respond, record commitments and follow up on schedule.

Collections

Reach customers where they respond, record commitments and follow up on schedule.

Typical customer journey

  1. Arrears reminder sent
  2. Customer replies or opens link
  3. Promise to pay captured
  4. Reminder before due date
  5. Payment confirmed or escalated

Relevant forms

  • Promise to Pay
  • Payment Arrangement
  • Contact Details Update

Automations

  • Scheduled reminder sequences
  • Escalate broken promises to an agent
  • Pause automations during human handling

Benefits

  • Commitments recorded as data
  • Consistent, respectful follow-up
  • Agents focus on cases that need them

Templates to start from

Collections

Promise to Pay

Customers commit to a payment date and amount.

Collections

Payment Arrangement

Propose instalments for review by your collections team.

See it working for collections.