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Customer Service · Contact center

Available to build

Payment Plan Advisor

Suggests a payment arrangement that fits the customer and your policy, during the call, and sets it up in FI-CA once the agent agrees.

Designed from our use cases and accelerators, built on the same pattern as our available agents.

The problem

Why it matters

Agents set payment arrangements by feel. Plans that don't fit the customer break, and state rules on offers are easy to miss.

Payment plans that customers can keep, within your policy.

What it does

  • Suggests a payment arrangement during the call
  • Checks it against your policy
  • Sets it up once the agent and customer agree

People stay in charge. The agent recommends and a person on your team decides. Pilots start read-only, and every decision is logged.

See the Payment Plan Advisor on mock data

We'll walk you through the design and what a shadow pilot would take. Technical detail is available on request.