Target, being measured
5 to 10 fewer days
Collection cycle
Pilot target set in the Blueprint and measured against your baseline during the pilot. DaCodes, Sep 2026
Target
Revenue ops
Collections & Renewals Agent
Calls, writes and follows up on every overdue account, registers the promise to pay and keeps the core as the truth.
PilotReviewed September 3, 2026
Voice · Collections & Renewals
Demo dataCustomer
I can pay half on the 15th and the rest at the end of the month.
Agent
That works within your plan. I am registering two payments: $2,150 on Sep 15 and $2,150 on Sep 30. I will send the link by WhatsApp.
- Core · promise to pay registered · 2 installments · payment link sent through your gateway
Handoff to a person
The customer mentions a job loss: hardship script triggered, case routed to a person with the full thread.
VoiceCore banking / policy adminSalesforceHubSpot
- KPI it moves
- Promises to pay keptMeasured in pilot
- Channels
- VoiceWhatsAppEmail
- Integrates
- Core banking / policy admin
- Salesforce
- HubSpot
- Payment gateways
- Telephony
Revenue ops
What it does
Every overdue account contacted. Every promise to pay on the record.
Where it lives
Your cloud, your repo, your IP.
Systems it integrates
- Core / policy admin
- Salesforce
- HubSpot
- Payment gateways
- Telephony
Collections & Renewals Agent
03Decides
Channels
- Voice
A person on your team
01
Receives
Pulls the daily list of overdue and expiring accounts from the core or the CRM, segmented by risk.
02
Looks up
Reads balance, history, previous promises and the offers it is allowed to make for each segment.
03
Decides
Picks channel, time and script per account: voice for high balances, WhatsApp for reminders, email for the record.
04
Acts
Makes the call or sends the message, negotiates inside its limits and registers the promise or the payment link.
05
Escalates
Sends disputes, hardship cases and anything above its discount limit to a person with the full thread.
06
Learns
Tracks which script and time work per segment and reports it weekly against the KPI Contract.
KPI it moves
Targets set, being measured.
These are the numbers we sign in the KPI Contract, not results, until the pilot closes.
Proof LedgerCollections & Renewals Agent
Pilot targetsKPI and source
On its scale
Target, being measured
60% or more
Promises to pay kept
Pilot target set in the Blueprint and measured against your baseline during the pilot. DaCodes, Sep 2026
Target
Target, being measured
+3 to +5 points
Renewal rate
Pilot target set in the Blueprint and measured against your baseline during the pilot. DaCodes, Sep 2026
Target
Reviewed September 3, 2026
How it is governed
Every action has an owner, an eval and a limit.
Set in the Blueprint, enforced by the Govern layer of the platform.
Govern · Approval queue
Demo dataWaiting for a person
Payment plan in 3 installments · above the segment limit
Account 70-1184 · voice
Weekly eval
PassingScript and regulation compliance
98.1%
95.0% → 98.1%
Per recorded call · no pressure language found
Limit, enforced
Third call to account 70-1184 blocked
Human approvals
- Discounts, payment plans and waivers above the limit per segment
- Contact frequency and hours per country approved by legal
Typical evals
- Script and regulation compliance per recorded call
- Promise registration accuracy against the core
Limits
- Contact caps per account per week
- No legal threats or third-party disclosure
Time to production
8 to 12 weeks
of pilot to production under a KPI Contract, after a Blueprint of 1 to 2 weeks
As a Library agent it needs 2 to 4 weeks of tuning inside the pilot, most of it on your policies and your systems, not on the model.
DaCodes delivery standard, Sep 2026. Integration is the long pole, not the model.
How we deploy- 01Discovery Express2 sessions, no cost
- 02Blueprint1 to 2 weeks
- 03Pilot8 to 12 weeks
- 04Scale & ManagedContinuous
Commitment gate
01Discovery Express
2 sessions, no cost
02Blueprint
1 to 2 weeks
03Pilot
8 to 12 weeks
04Scale & Managed
Continuous
- Pilot, first 8 weeks
- Up to week 12 of the pilot
- This agent: 2 to 4 weeks of tuning, inside the pilot
- Commitment gate: the KPI decides Scale
Proof and demo
What backs the label.
Proof Ledger note
Running today. The figures above are targets signed in the KPI Contract until the pilot closes.
Reviewed September 3, 2026
Where this agent sits on the maturity policy
- Reference architecture
- PilotToday
- In production
The Discovery Express shows this agent on your data, live. Two sessions, no cost.
See this agent with your dataRelated agents
Same function or industry.
In productionInternal use
PilotInternal use
In productionInternal use
FAQ
Direct answers.
Pilot. It is in the DaCodes catalog and a client pilot is being confirmed, so the numbers on this page are targets set in the Blueprint, not results. The label changes when a client KPI is measured.
Inside the limits you set per segment: a payment plan, a discount cap, a due-date extension. Anything above goes to a person with the full thread. The core stays the system of record for every promise.
Contact hours, frequency caps and scripts are approved by your legal team before go-live. Every call is recorded and scored for compliance and tone, and pressure language is blocked at the guardrail.
Read access to the core or policy admin and the CRM, write access to register promises, and your payment gateway for links. Voice and WhatsApp run on our stack or yours.
Which process do we automate first?
Two discovery sessions, no cost, and you leave with two or three quick wins whether or not you build with us.
We reply in under one business day.
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