How the agent fits into your morning.
Plain language, no jargon. Here is exactly what the system does, what it never does without you, and where your data lives.
What happens every morning
At 7:00 AM the agent reads today's invoice and customer data from the E-Soft read-only database.
Rules engine ages each invoice, picks the right template tier, and selects English or Greek.
Approved templates are populated with E-Soft data and queued for finance — nothing sends yet.
Finance clicks Approve & send. Brevo sends the reminder. Everything is logged for audit.
What stays in your hands
- Every email needs your approval before it leaves
- Disputes — flag an account and the agent stops chasing it
- Payment plans — pause reminders until the plan ends
- Escalation-tier accounts — always reviewed manually
- Editing the wording before sending
What the agent never does
- Send emails without your approval (off by default)
- Chase a disputed or do-not-chase account
- Change invoices, balances, or anything in your ERP
- Make up amounts or invent customer details
- Run outside business hours unless you ask it to
The rules, in plain English
| Days overdue | Tier | Tone |
|---|---|---|
| Not yet due | Current | No reminder |
| 1–7 days | Gentle | Friendly nudge — assumes oversight |
| 8–30 days | Standard | Polite reminder with full invoice list |
| 31–60 days | Firm | Clear request, 7-day deadline |
| 60+ days | Escalation | Final notice before manual handover |
English by default. Greek available where the customer prefers it. Configurable per account.
Runs once at 7:00 AM, Monday–Friday. Weekends and Cypriot public holidays are skipped.
Disputed, on-payment-plan and do-not-chase accounts are always skipped automatically.
Where the data flows
Read-only on your ERP. The agent never writes back to your accounting system.