Visit notes that sync later
With tools connected, agents log a visit offline; it sends when back online.
Banking and insurance · Field agents
Collections visits
Collection agents check the customer’s options and the approved wording before the visit.
- Phone
- Works offline
Phone assistantOn this device · no internet needed
Can I offer a payment holiday on this loan?
Not for this product. You can offer to split the overdue amount over three months, with a supervisor’s approval.
How do I explain the split payment?
Say the overdue amount can be paid in three equal parts with the next three instalments, if the supervisor approves. Use the wording in section 4 of the policy.
The customer has lost their job. What can I do?
Record the situation and refer it to the hardship team. Do not agree any new terms on the visit.
The problem
Collections conversations are sensitive, and what an agent may offer depends on the product and your policy. Agents who are unsure either promise too much or offer nothing. Fair treatment rules require consistent, approved wording.
Who uses it
Collection agents and recovery officers, on their work phone before and during customer visits.
What you train it on
- Collections policy
- Product terms
- Approved customer wording
- Approval levels
How it works on the device
- 1
Trained on your collections policy
Allowed options per product, approval levels and approved wording.
- 2
Checked before the visit
Agents ask what they can offer and how to explain it.
- 3
Updated with policy changes
Revised rules reach every agent in the next update.
Why it runs on the device
Consistent and fair
Every agent offers what the policy allows.
Approved wording
Agents explain options the way your policy says.
Private
Customer details stay on the device.
Questions
No. It explains what your policy allows. Agents and supervisors decide.
No. It is trained on your policies, not on customer records.
With your system connected, the agent can log the visit, which syncs when the phone is online.
Related use cases
All use casesPut AI where your work happens.
Pick one team and one use case. We’ll have it running on your own devices in weeks.