Recovery use cases
Fee reminders
Invoice follow-up
Renewal reminders
Promise-to-pay tracking
Escalation queues
Recovery dashboards
Invoice follow-up
Renewal reminders
Promise-to-pay tracking
Escalation queues
Recovery dashboards
RECOVERY AUTOMATION
Automate reminders and follow-up workflows around pending payments.
Use scheduled rules, CRM data and communication automation to prioritize overdue accounts and trigger appropriate reminders.
AI WORKFLOWAI Payment & Fee Follow-up AutomationCONNECTED
01
TriggerLead, message, call, form, document or API event
02
AI DecisionUnderstand context, extract data and apply business rules
03
Business ActionRespond, update CRM, assign, schedule or trigger another system
04
Human HandoffEscalate whenever policy, confidence or complexity requires it
WHAT IT SOLVES
Make recovery follow-up timely and measurable.
Automation can organize who needs follow-up, when to communicate and when a case should be assigned to a person.
Workflow
Due data imported or synced
Accounts segmented
Reminder triggered
Response/status captured
Next action scheduled
Escalation assigned
Accounts segmented
Reminder triggered
Response/status captured
Next action scheduled
Escalation assigned
Integrations
CRM
ERP
WhatsApp
Email
SMS
Payment links
Telephony
ERP
SMS
Payment links
Telephony
HUMAN + AI CONTROL MODEL
Automation without losing business control.
We define where AI can act automatically, where validation is required and when a human must take over.
Confidence thresholdsRole permissionsHuman approvalAudit logsFallback rulesEscalation logic
AI CANClassify • Extract • Draft • Route • Trigger
+
BUSINESS RULESPermissions • Conditions • Limits • Approvals
+
HUMAN TEAMReview • Decide • Handle Exceptions
WHY WEB INOVANT
Workflow-first implementation.
We can connect communications with the underlying fee or billing software so follow-up history stays with the account.
AICRMWhatsAppWebTelephonyEmailAPIsDashboards
INDUSTRY USE
Adapt this workflow to your business.
The same AI capability can be configured with very different qualification logic, approvals, data fields and handoffs.
🎓
EDUCATIONEducation & EdTech
↗🏢PROPERTYReal Estate & Property
↗🏥HEALTHCAREHealthcare & Hospitals
↗🛒COMMERCEE-commerce & D2C
↗🏭INDUSTRIALManufacturing
↗💼BUSINESSProfessional Services
↗🚀TECHNOLOGYStartups & SaaS
↗🏬COMMERCERetail
↗🏨HOSPITALITYHotels & Hospitality
↗✈️HOSPITALITYTravel & Tourism
↗🍽️HOSPITALITYRestaurants & Food
↗🚗AUTOMOTIVEAutomobile & Dealerships
↗ AUTOMATE THE RIGHT WORK
Automate payment follow-up.
Share your due stages, reminder cadence and escalation rules.