← All workflows
Get-paid call

Promise-to-pay follow-up.

When a customer commits to a date, the teammate remembers, and rings back around then with the context of the last call, so a promise doesn't quietly lapse into another 90-day debt.

Goal

Honour the commitment the customer made without starting from scratch. Reference the promise warmly, confirm whether it's been paid, and either close it out or capture a fresh, specific date, carrying the memory of the last conversation forward.

Triggers

  • A promise-to-pay captured on an earlier call (date + amount) comes due
  • Xero still shows the invoice unpaid on or just after the promised date

What the AI does

  • Opens with the AI + recording disclosure and references the earlier promise ('last week you mentioned Friday')
  • Re-checks Xero first: if it's now paid, it stops and never rings
  • If still unpaid: sends the pay-link again or captures a new specific date, logging the delay reason
  • Keeps the same conversation memory across touches, so the customer never re-explains
  • Stays on the invoice cadence: polite, specific, never a guilt trip

What the AI won't do

  • Ring someone whose invoice Xero already marks paid
  • Treat a missed promise as a reason to threaten: it re-asks, it doesn't escalate on its own
  • Lose the thread: it always carries the prior promise and reason forward
  • Take payment details by phone: pay-link only

Tools available to the AI

lookup_customer_historycheck_payment_statuscapture_promise_to_paysend_invoice_linkschedule_followuptransfer_to_staff

Tools are typed and bounded: the AI calls them, it doesn't define them. Each tool call is logged with an idempotency key, so retries never produce duplicates.

Success looks like

Broken promises stop slipping through. A customer who said 'Friday' gets a friendly, informed follow-up around Friday, not a cold re-chase a month later that's forgotten the whole exchange.

Toggle

Runs as part of the Invoice chaser. Dashboard → Workflows → Invoice chaser controls it; the promise window is set alongside the cadence.

Related