Early-Stage Collections

active

Connect steps, edit conditions on edges, and use keyboard shortcuts: ⌘/Ctrl+Z, ⇧+⌘/Ctrl+Z, ⌘/Ctrl+D, Del.

Run: idle

Delinquency Trigger

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Load Account & Contacts

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Compliance Pre-Check

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Day 1 — Push Notification

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Day 3 — SMS Reminder

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Payment Received?

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Day 5 — AI Outbound Call

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Call Outcome

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Skip Trace Contacts

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Day 6 — Retry Call

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Analyze Disposition

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Disposition Route

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Schedule Callback

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Day 8 — Email Notice

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Day 12 — Final Call Attempt

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Escalate to Supervisor

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Supervisor Decision

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Setup Payment Plan

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Resolve Account

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Route to Legal Review

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Copilot

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