Previa
A system that generates invoices from the customer base and, two days before the due date, triggers an AI agent that chases each one via the official API, with a dashboard, human handoff and automatic reports.
The billing cadence was manual and reactive: invoices generated by hand, inconsistent reminders and high default because no one warned the customer before the due date. When something went wrong, there was no clear path for an agent to take over.
We automated the entire cadence: the system generates invoices from the base and, two days before the due date, an AI agent chases each customer via the official messaging API. Problem cases are handed to human agents, and the dashboard issues automatic reports of what was charged and received.
What we built
- Invoice generation from the customer base
- Automatic billing cadence (2 days before the due date)
- AI agent chasing payment via the official API
- Dashboard to view the billings
- Handoff to human agents for problem cases
- Automatic billing reports
- AI agent
- Official messaging API (WhatsApp)
- Invoice generation
- Panel / dashboard
- Automatic reports