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Turns credit risk, dunning, promises-to-pay, and DSO into one collections rhythm — outreach and follow-up tasks go out only after your approval.
A collections cadence that never loses track of a promise. Install a four-agent collections workforce: specialists for credit health scoring, escalation-aware dunning, promise-to-pay tracking, and DSO analysis. Team: Collections · Type: Team pack

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What’s included

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Agents

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Runs in sequence

  1. Credit health — Credit Health Scoring
  2. Dunning — Dunning Sequence
  3. Promise-to-pay tracking — Promise-to-pay Tracking
  4. DSO analysis — DSO Analysis

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Bundled prompts

  • Collections priority worklist
  • Dunning email draft
  • Customer credit risk scorecard
  • Customer payment behavior

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Trust and governance

This team can take action in NetSuite through er_ns_email_send, er_ns_tasks_create — and every write is approval-gated. Nothing is created, updated, or sent until a human approves it. Reads and analysis run without interruption. Scores risk and drafts dunning and follow-ups, but never sends outreach or creates tasks without approval. All activity is captured in a full audit trail, agents use your existing NetSuite roles and permissions, and your data is never used to train models. Works with: NetSuite