Debt collection & receivables
Anni handles payment plans, status questions and disputes – with verification and documentation.
What Anni handles here
- Runs a minimal identity check.
- Logs objections in a structured way.
- Payment plans clear expectations.
Typical calls
- Claim statusCase number + verification
- Installment planProposal, schedule
- Objection / disputeReason + evidence via link
- Already paidDate, amount, reference
SetupHow to prepare for launch4
- Verification ruleCase number + 1–2 identifiers
- Objection categories4–8 standard categories
- Payment plan templateAmount, due dates, reference
- Upload linkStandardized evidence
WorkflowsWhat Anni actually does4
Verification flowCase number + identifiers. No match → general info only.
Payment plan workflowPreferred installment, start date → written confirmation.
Structured objectionsCategorized + evidence via link.
Status & expectationsReceived / under review / reply by date.
IntegrationsData sources and systems3
Case systemCase number, status, plan
Document linksUpload evidence
SMS/emailConfirmation & summary
Integrations with your own systems are available from the Business package.
Measurable impactMetrics that change4
↑Verification rate
↑Payment plan uptake
↓Repeat calls
↓Processing time
Privacy & limitsWhat deliberately doesn't happen2
Data protectionCase details only after verification.
No pressureNeutral tone, explain the process, document everything.
PitfallsCommon mistakes and how to avoid them2
- Sharing info without verificationFixed rule: no details without verification.
- Unclear payment plan summaryAlways confirm in writing.
Frequently asked questionsShort, honest answers2
Can Anni make commitments?Only within your rules. Special cases → case handler.
How do you prevent escalations?Neutral tone + clear processes + clean handover.
