BASE-01Revenue
Lead Intake & Qualification Agent
24/7 digital front desk that captures and qualifies leads from any source
- Web form capture
- Email intake
- SMS/Twilio
- +2 more
Setup
$750
Monthly
$150
Back to Base Catalog
BASE-07
Revenue
Finance / ARPayment Collection Agent
Handles the 'last mile' of revenue collection with automated dunning
Value Impact
Operational outcomes tied to this agent.
Augments AR Clerk duties ($48k/yr value)
Reduces overdue invoices by ~40% through consistent, automated follow-up
Capabilities
What this agent delivers out of the box.
- Automated payment reminders
- Secure payment links
- Dunning sequences
- Reconciliation
Integrations
Systems and tools this agent connects to.
- Stripe
- Square
- PayPal
- QuickBooks
When You Need This
Signals that this agent will deliver immediate ROI.
- High volume of overdue invoices
- Staff uncomfortable with collections calls
- Need to automate dunning process
Plays Well With
Recommended companion agents.
Revenue
Related agents
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