AI Escalation Advice
AI-generated collection strategy recommendations for each overdue invoice in Inzo.
For every overdue invoice, Inzo recommends an escalation strategy such as a reminder email, phone call, hold on future orders, or legal notice. Recommendations are based on invoice age, customer reliability score, and relationship history.
How it works
Inzo analyzes the details of a specific overdue invoice, including its age, amount, terms, and status. It then assesses the customer's payment history, reliability score, and contact log to add context. From this analysis, the AI generates a recommended escalation strategy, which the team can apply through targeted customer outreach. The advice appears directly in invoice rows and uses a credit-based AI system with usage tracking.
Key capabilities
- Per-invoice escalation recommendations based on invoice age, amount, terms, and status.
- Context drawn from customer reliability score, payment history, and contact log.
- Suggested actions including reminder emails, phone calls, order holds, and legal notices.
- Graduated escalation levels from gentle reminders through legal notices.
- Recommendations integrated into invoice rows with credit-based usage tracking.
Tips
Escalation advice weighs customer relationship history alongside the overdue amount, so use it to balance recovery with retaining valuable accounts. See Customer Vendor Management for the underlying relationship data.