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Runs escalation-aware dunning across your overdue accounts — every email is drafted for your approval before anything is sent.
The right reminder, to the right customer, at the right escalation level. Effective dunning is a sequence, not a blast: the right customers, in the right order, with a tone that matches how overdue they really are. This agent builds your outreach run from NetSuite — ranking overdue customers by exposure, age, and payment reliability — then drafts an escalation-aware email for each one, from friendly first reminder through firm final notice. Every draft waits for your approval before anything is sent, and disputed or on-hold accounts are pulled aside for manual review instead of being chased. Team: Collections · Type: Agent

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What’s included

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Pinned tools

  • er_ns_email_send
  • er_suiteql_example_find
  • er_suiteql_query_validate
  • ns_getSuiteQLMetadata
  • ns_runCustomSuiteQL
  • NetSuite Intelligence Library

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Starter prompts

  • Build this week’s run
  • Final notices due
  • Friendly first reminders
  • Who should we NOT chase?
  • Approve and send one

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Trust and governance

This agent can take action in NetSuite through er_ns_email_send — and every write is approval-gated. Nothing is created, updated, or sent until a human approves it. Reads and analysis run without interruption. 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