Automation and AI
Automate the routine. Keep people on the exceptions.
Workflow rules act when something happens or on a schedule. Your own forms capture the data you need. Google Gemini suggests next steps and reads documents, and the collector stays in charge.
- Workflow rules
- Document batches
- AI with Google Gemini
Workflow rules
Rules that find records and act on them
- When something happens. A rule runs when an account or a task changes.
- On a schedule. Or at the times you choose, with no one at a desk.
- In bulk. Or on every record a search or work queue finds.
- Scheduled services. Letter batches, e-signature follow-up, queue actions and payment-file imports run unattended.
Letters and document batches
Letters in bulk, with every recipient tracked
- One template, three channels. The same template goes out as a letter, an email or a text.
- Batches from a work queue. Build a batch, review it, send it and watch the progress. Schedule it for later if you prefer.
- Resend what failed. Each recipient's result is recorded, and the failures can be sent again.
- Printed letters in one file. Letters for printing come back as a single ZIP file.
Form designer
Your own screens, without code
- Screens and questionnaires. Capture the data your agency needs, laid out your way.
- Scoring forms. Turn answers into a score.
- Designed in the browser. Administrators build and change forms in the web app.
AI for collectors
Suggestions a collector can check
- Next-step suggestions. Gemini suggests the next contact or task for each debtor, with the reason and the record behind it.
- Daily briefing. A short summary of what to do first today, and why.
- AI chat assistant. Answers debtors' questions from your knowledge base and their own account, and hands off to a collector with a summary.
- Instant answers. A suggested answer appears before a debtor sends a message.
AI for documents and administrators
Describe it in plain English
- Queue and chart builders. Administrators describe a work queue or a chart, and AI drafts it for review before it is saved.
- Documents. Summarize a document, identify what kind it is, and pull the details from an incoming collection letter.
- Uploads sorted for review. Uploaded documents are classified into a review queue.
- Call recordings. Transcribe a recording with each speaker labelled, and score call quality.
- Translation suggestions. Suggested translations for portal text, checked before they are saved.
How AI is set up
AI you control
Your own Google Cloud project
AI runs on Google Gemini through Vertex AI in your agency's Google Cloud project, and Google bills your agency for that usage.
People decide
Suggestions are advisory and cite the record they are based on. Nothing changes an account on its own.
Off until you turn it on
The AI features stay off until your agency connects its Google Cloud project.
For IT and security teams
How automation and AI work under the hood
- AI model
- Google Gemini through Vertex AI, in your agency's own Google Cloud project. Google bills your agency for that usage.
- AI safeguards
- Suggestions are advisory and cite the record they are based on. Nothing changes an account on its own.
- Workflow rules
- Rules find records and act on them when something happens, on a schedule or in bulk. They can run AI operations and other actions.
- Scheduler
- Runs letter batches, e-signature follow-up, AI jobs, queue actions and payment-file imports unattended.
- Documents
- Templates are Word (.docx) files with merge fields. The server produces PDFs with LibreOffice, so Microsoft Word is not needed on the server.
- Do-not-contact
- Document batches honor each debtor's do-not-contact settings for every channel.
FAQ
Automation and AI questions
No. AI suggests and drafts. Each suggestion shows the reason and the record behind it, and a person decides what to do. The AI chat assistant answers questions and hands the conversation to a collector.
The AI features are part of CollectPlus. They run on Google Gemini in your agency's own Google Cloud project, and Google bills your agency for that usage.
No. Letter templates are Word (.docx) files with merge fields, and the server produces the PDFs with LibreOffice.
Yes. Batches honor each debtor's do-not-contact settings for every channel: letter, email and text.
See what CollectPlus can take off your team's desk
A 30-minute demo covers your letters, your rules and your questions about AI.