Chase Chloe
Payment reminder bot
Polite, persistent and never rude. Reminders that get paid.
What Chase Chloe does
Sends polite reminders for overdue invoices, and escalates to a person when needed.
Works with
ReceivablesCustomer statementsEmail and SMS
Features
- Reminders that match each customer's history
- Escalates at 14 and 30 days
- Creates a call task for the owner
- Stops when the payment arrives
Functions
Send a reminder at 3 days late
Send a firmer reminder at 14 days
Create a call task at 30 days
Pause reminders for a customer
How a task runs, step by step
- Checks each invoice against its due date
- Sends the reminder that fits the days overdue
- Escalates to a call task when needed
- Stops the moment a payment clears the invoice
Activity feed
Sample entries that show the kind of record this bot keeps.
- 08:30INV-377 is 3 days lateFriendly reminder sent
- 08:31INV-352 is 14 days lateFirmer reminder drafted for approval
- 12:10Payment received for INV-352Reminders stopped
- 16:45INV-301 is 30 days lateCall task created for the owner
What you control
- Set the reminder days, for example 3, 14 and 30
- Choose the channel: email, SMS or a call task
- Pause reminders for any customer at once
Guardrails
Limit: Reminders follow the wording you approve. Every action is logged, and you can pause Chase Chloe at any time.
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