Operations & collectionsMulti-step flowIndiaEnglishHindi

Payment-reminder collections

Politely reminds customers about an overdue payment, understands the situation, and sends a payment link plus a WhatsApp follow-up — compliant and respectful.

Runs on web, telephony.

Use this template Install free · connect your tools · go live

Last updated 2026-06-25

The conversation flow

Payment-reminder collections is a multi-step flow agent. Each box is a stage in the conversation; the agent moves along the labelled paths based on what the caller says.

will paycannot pay nowVerify identityStartRemind & understandStepSend payment linkStepEnd callThank you for your time — w…

How the agent opens

“Hello, am I speaking with the account holder? I'm calling with a quick reminder about your pending payment.”

How it works

  1. 1
    Verify identity

    Confirm you're speaking to the account holder BEFORE mentioning any amount. If not, ask for a good time to call back and end.

  2. 2
    Remind & understand

    Gently state the {amount_due} and ask if they can pay today. Be empathetic about any hardship; capture a {promise_to_pay_date} if they can't pay now.

  3. 3
    Send payment link

    They're willing to pay: use send_payment_link, then send_whatsapp with the amount and link.

Tools & integrations it uses

More Operations & collections templates

Frequently asked questions

What does the Payment-reminder collections agent do?

Politely reminds customers about an overdue payment, understands the situation, and sends a payment link plus a WhatsApp follow-up — compliant and respectful. On a call it can send payment link and send whatsapp. You install it, connect your tools, and it's ready to take or make calls.

How does the Payment-reminder collections agent handle a call?

It follows a guided flow: verify identity, remind & understand, and send payment link. Each step has its own instructions, so the agent stays on-track and hands off or ends the call cleanly.

What do I need to connect for the Payment-reminder collections agent?

Connect Razorpay, WhatsApp (built-in), Plivo WhatsApp, WhatsApp Cloud API (Meta), AiSensy, and GupShup so the agent can act during the call, then point a phone number or the web widget at it.

What channels and languages does Payment-reminder collections support?

It runs on web and telephony, in EN and HI. You can change the voice and language in the builder.

How quickly can I launch the Payment-reminder collections agent?

Minutes. Install the template, connect your tools and number, test it in the browser, then publish, and new accounts get free signup credit to try it.

₹300.00 free credit on signup

Launch the Payment-reminder collections agent

Sign up free and get ₹300.00 in credit — no card required. Connect your number, pick a template, and go live in minutes.