Template library

Approved reminder templates.

The agent only sends from this controlled library. Each template is reviewed and approved by finance, exists in both English and Greek, and uses pre-approved dynamic fields populated from E-Soft.

Templates are approved in advance. The system only fills approved fields from E-Soft data — no free-form AI writing in phase 1.

Standard reminder

TPL-STANDARD-01

Polite reminder listing all overdue invoices and the total balance. Default for week 2-4 ageing.

Subject

Reminder: outstanding invoice(s) – €6,050

Body preview

Dear Lefkaritis Hardware,

This is a reminder that INV-2041 (€4,250, 25 days overdue); INV-2055 (€1,800, 12 days overdue) totalling €6,050 is now 25 days overdue. We would be grateful for payment as soon as possible.

If you have any questions about these invoices, please do reply to this email.

Kind regards,
Accounts Department
Hadjiyiannis

Template basedFinance approval requiredE-Soft data populatedDemo only

Dynamic fields

Only these placeholders may appear in a template. Every value is sourced from a known system — never invented.

Token	Field	Source
{{customer_name}}	Customer name	E-Soft
{{customer_code}}	Customer code	E-Soft
{{invoice_number}}	Invoice number	E-Soft
{{due_date}}	Due date	E-Soft
{{days_overdue}}	Days overdue	Rules engine
{{amount_due}}	Amount due (line)	E-Soft
{{total_overdue}}	Total overdue balance	Rules engine
{{finance_contact}}	Finance contact	Hadjiyiannis settings
{{payment_details}}	Company payment details	Hadjiyiannis settings

Future optional support: tone adjustment or translation assistance, subject to finance approval. Not part of phase 1.

Finance contact in templates: Accounts Department · accounts@hadjiyiannis.com.cy · +357 25 123 456