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Feature Details

Module: Credit and collections
First Available In 10.0.40
Find out more at https://go.microsoft.com/fwlink/?linkid=2238254Lifecycle State: Can Be Disabled:

Content Author Info

Created By Nathan Clouse
Created On 2024-06-23
Updated By Nathan Clouse
Update On 2024-06-23

This feature displays an AI-generated summary and an option to create an AI-generated draft email on the collections coordinator workspace. The AI-generated summary includes information about a customer's payment history, outstanding debt amount and revenue. An AI-generated draft email, formatted like a reminder letter, allows the collections coordinator to quickly view and edit an email before sending to customers.