Before an Invoice Call, Reconcile the Account: 14 Tests for a Voice-Agent Router
The decision: reconcile the invoice before the call If a voice agent is about to remind someone about an overdue invoice, the first safe question is not what sentence the agent should say. It is whether the account is still eligible for that call. A payment may have arrived after the reminder list was exported. A bank transfer may be visible in a payment processor but not yet reconciled in the…
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