I analyzed the payment history, previous response behavior, and risk level of this specific client.
I identified that this client tends to ignore collection emails but responds quickly via WhatsApp, and the 'standard professional' tone hasn't generated conversions in the last two overdue payments.
I defined a strategy with a 'Firm' tone and selected WhatsApp as the priority channel. I've already generated a personalized message with a suggested installment payment option. Can I send the message now?
Meet other Pipefy AI expert agents
Book a meeting now!
What this Agent solves for you
What it does
It evaluates customer data, understands their behavior, and defines the ideal communication strategy to maximize recovery and reduce delinquency.
Automated activities
- Selection of the most effective channel (email, SMS, or WhatsApp)
- Automatic identification of the appropriate tone (neutral, professional, firm)
- Generation of a personalized message with AI-powered justification.
Agent Subfunction
- Customer information gathering
- Intelligent risk analysis
- Automatic strategy definition
- Communication sending and recording.
Your life gets faster with Pipefy AI Agents
80% faster
Traditional path
1–2 weeks
With Pipefy AI Agent
1–2 days
Frequently Asked Questions about Pipefy AI Agents
Read frequently asked questions about Pipefy AI Agents.