Establishing conversations with your debtors increases collection

[bitheerani319]

The goal of this new development is to be able to manage all inbound communication , per client, generating outbound communication manually, through all connected channels, from Moonflow - the most automated collections software you will probably find.

To achieve this, we have implemented the following functionalities:

Conversation Tray: We have created a conversation tray buy zip code email lists you can view and manage all incoming and outgoing messages .

Unified View: You now have a unified view of your messaging, displaying both incoming and outgoing messages in a conversation format, sorted by date and supporting multiple channels .

Sending Outgoing Messages: You can respond to incoming messages by sending outgoing messages directly from the inbox. When you respond to an incoming message, by default, the same channel that the client used to write will be used .

You can also select another sending channel and write the message, taking into account the specific restrictions of each outgoing channel.

If necessary, you can select the phone and make a call if you have cloud telephony enabled. At the end of the call, you can enter the result, which will be recorded as an interaction.

Conversations View: In the conversations view, you can see all conversations, whether they only have outgoing messages or whether they include both incoming and outgoing messages.

By default, only conversations that have at least one unanswered incoming message will be displayed, with the filter active, sorted from newest to oldest, similar to an email.

If the client has an associated advisor, you will only see their associated clients by default, with the option to switch between "Associated Clients" and "All Clients" as an active filter.

In case the user has no associated clients, he/she will see all available clients .

Pending Messages: Incoming messages that have not yet received an outgoing response will remain in your inbox until you respond to them. At the top, you'll find a to-do count showing the number of messages pending a response.

Available Filters: You can use a list of filters to customize your view. Filters allow you to view specific conversations based on your needs .

On the design of the conversation:

Conversations are organized by client and all communications with references or guarantors are included in the same conversation, but are grouped into specific reference or guarantor tabs.

Clicking on the customer's name will display all available customer information in the customer view, right above the conversation, like an accordion.

On the top right, you will find relevant information such as the segment or flow the customer is in, the oldest due date not paid in full, the days overdue, and the total debt due .

To improve visualization, dialogs are displayed in a compressed manner, with a uniform height. You can click to expand a full message if necessary.