Collections & payment recovery
Give your collections team more time for accounts that need a conversation. Coordinate routine follow-up, identity checks and approved payment options, with hardship and disputes assigned to a specialist.
ExploreFIND A FAMILIAR STARTING POINT
Start with the work
your team wants to improve.
Explore how AI agents, connected systems and your people could work together on a process you already know.
YOUR INDUSTRY. YOUR TEAM. YOUR WORK.
Find the workflow that fits.
Browse the full catalogue by industry or team. Preview the AI roles, the decisions your people keep and the result to check.
Give delayed deliveries a clear next step
WHAT STARTS THE WORK
A confirmed carrier event reports a delayed or failed delivery.
AI agents
- Shipment status worker
- Exception classifier
- Recovery coordinator
- Dispatch supervisor
- Freight specialist
Workflow steps
- DetectException classifier
- Assess impactException classifier
- Prepare an updateShipment status worker
- Assemble recoveryRecovery coordinator
- AuthoriseDispatch supervisor
- Confirm and closeRecovery coordinator
4 operating rules · 4 decision rules · 4 channels · records to verify
THE RESULT TO CHECK
A supervisor-reviewed recovery step, an accountable owner and a recorded next action. Unconfirmed system updates remain open.
Context, channels and boundaries
Help operations turn a delayed or failed delivery into a clear recovery plan. Bring tracking information, customer updates and the next action together, with people approving costs and exceptions.
Use available tracking events for shipment-status updates, and route reroutes or compensation requests through supervisor approval.
Channel options: SMS · Voice · Email · WhatsApp. Connections, permissions, human coverage and results require validation for your deployment.
21 pages
First notice of loss
AI-assisted FNOL that gathers claim details, flags urgency for review, prepares evidence and proposes routing while handlers retain coverage, liability and settlement.
ExplorePatient access & scheduling
A governed patient access workflow for administrative questions, appointment changes, and clinic-approved information, with clinical matters owned by staff.
ExploreOrder & delivery care
Coordinate order questions, approved requests, carrier checks, staff decisions, and system updates in one governed workflow.
ExploreDelivery exception recovery
Help operations turn a delayed or failed delivery into a clear recovery plan. Bring tracking information, customer updates and the next action together, with people approving costs and exceptions.
ExploreShipment intake & document readiness
Reduce the back-and-forth over missing shipment details. Collect information against your checklist and prepare a file for review, while your team owns classification, customs and submission decisions.
ExploreOutage & service restoration
An AI workforce that prepares location-relevant outage updates from approved records, organizes follow-up and keeps restoration decisions with utility staff.
ExploreService assurance & retention
Explore an AI workforce for telecom support: connect service context, run approved checks and coordinate specialist follow-up for unresolved faults.
ExploreEnquiry to viewing
Help interested buyers move from a listing question to a relevant viewing. Collect their requirements, answer from approved property information and prepare your agents for the conversation.
ExploreScreening & interview scheduling
Collect candidate answers, coordinate interview scheduling and keep follow-up visible with AI agents. Recruiters retain hiring decisions.
ExploreAdmissions & student services
AI agents answer approved student-services questions, check authorized status, save follow-ups, request appointments, and route decisions that need staff judgement.
ExploreTechnical support & field dispatch
Help your service team arrive with the right information. Gather equipment details and reported symptoms, use approved documentation and prepare a service brief for technical review.
ExploreCitizen service navigation
AI workforce orchestration for public services: guide residents, save permitted case updates, and keep official decisions with accountable staff.
ExploreGuest journey coordination
AI workforce orchestration for hotel booking changes, guest requests and service recovery with approved records and accountable staff follow-up.
ExploreClient intake & onboarding
AI workforce orchestration for client enquiries, preliminary briefs and approved onboarding, with conflict review and engagement decisions owned by your firm.
ExploreService booking & workshop capacity
Help customers arrange service without tying up an advisor on routine calls. Gather vehicle and job details, use connected booking information and route technical, warranty and safety questions to your team.
ExploreRequest to accountable work
A facilities service team that captures complete requests, proposes work orders, keeps requesters informed, and routes safety, diagnosis, vendor, and spend decisions to people.
ExploreReservation to guest care
Branch-aware restaurant enquiries and permitted reservation changes, with managers retaining food safety, deposit, compensation, and serious complaint decisions.
ExploreTenant request to clear owner
Help tenants report a problem without chasing for the next step. Collect property and issue details and prepare a request for the right owner, with people handling emergencies, access and contractual decisions.
ExploreInsurance enquiry & licensed-agent handoff
Prepare permission-based insurance enquiries and confirm licensed-agent handoffs. People retain eligibility, plan advice and enrollment decisions.
ExploreLive-transfer quality & exception review
Prepare live-transfer evidence and exception queues for operator review. Separate connection attempts, recipient acceptance and commercial decisions.
ExploreExplore four illustrated starting points
WHAT KIND OF WORK?
Choose a starting point.
4 starting points
CUSTOMER WORK
Help customers with order questions.
Gather the order context, prepare an answer and send unresolved requests to the responsible person.
See the process
- AI prepares
- Gather available order and policy information.
- Your team decides
- Handle exceptions and authorize commitments.
- The useful result
- An answer, or a next step with a named owner.
OPERATIONS
Give delivery exceptions a next step.
Bring tracking information and recovery options together before an operations owner decides what should happen.
See the process
- AI prepares
- Gather the exception details and prepare an update.
- Your team decides
- Review recovery actions, costs and exceptions.
- The useful result
- A reviewed recovery step and responsible owner.
EMPLOYEE SUPPORT · ILLUSTRATIVE
Help employees find their next step.
Use approved company information to answer routine questions and identify what an employee needs to do next.
See the process
- AI prepares
- Find relevant policy and onboarding information.
- Your team decides
- Handle sensitive requests and policy exceptions.
- The useful result
- Useful guidance or a handoff to the right person.
OPERATIONS
Get shipment requests ready for review.
Collect the available information, identify missing documents and give operations a clearer file to review.
See the process
- AI prepares
- Gather required fields and identify missing items.
- Your team decides
- Review readiness and approve exceptions.
- The useful result
- A shipment file ready for review, or a list of missing information.
These are illustrative starting points. The connected systems, permissions, human decisions and completion criteria need to be agreed for your workflow. Employee support is a concept to scope with your team.
SHAPE YOUR OWN WORKFLOW
Choose the scope.
Review a first brief.
Use the homepage Spotlight to name the request, information and human decisions your process needs.
ADD YOUR BUSINESS CONTEXT
Your industry shapes the details.
The work is the starting point.
Bring the policies, systems and exceptions your operation handles. Together, define which AI role would help, where people decide and what a useful result should look like.
Explore the current industry catalogueSTART WITH THE WORK
Have a different process?
Bring it to the conversation.
You don’t need to find an exact match in a catalogue. Start with the request, the work behind it and the outcome you want to improve.
Request a demo
Share the process you want to improve.
We’ll follow up to arrange a conversation.