Smart Automation Sequences
Set up intelligent follow-up workflows that adapt based on client behavior and responses. Our AI-powered sequences analyze payment patterns, relationship dynamics, and communication preferences to optimize collection strategies for each unique client.
Intelligent behavior analysis and adaptive timing
Progressive escalation with smart tone adaptation
Preserves client relationships while maximizing results
Self-adjusting timing and response detection
Featured Articles
Understanding Smart Follow-up Sequences
Learn how our intelligent automated sequences work and when they trigger.
Client Behavior Analysis
Understand how our AI analyzes client payment patterns and relationship scores.
Complete Guide to Smart Automation Sequences
Understanding Smart Follow-up Sequences
Learn how our intelligent automated sequences work and when they trigger.
Client Behavior Analysis
Understand how our AI analyzes client payment patterns and relationship scores.
Smart Scheduling & Timing
Learn how sequences adapt timing based on client relationship scores and risk profiles.
Intelligent Escalation Logic
Configure smart escalation rules that adapt tone and urgency based on client behavior.
Auto-Pause & Response Detection
How sequences automatically pause when payments are received or clients respond.
Optimizing Sequence Performance
Use analytics to improve your sequence effectiveness and payment rates.
Implementation Checklist
Setup Essentials
- • Understand sequence basics and triggers
- • Learn client behavior analysis principles
- • Configure smart scheduling preferences
- • Set up escalation logic rules
Advanced Features
- • Enable auto-pause and response detection
- • Optimize sequence performance metrics
- • Customize relationship score calculations
- • Monitor and adjust based on analytics