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CollectBFSI
Promise-to-Pay Tracker
Logs commitments, follows up on exact dates
Promises without follow-through
A debtor says 'I'll pay on the 15th.' The agent notes it down. The 15th comes and goes. Nobody calls. The promise evaporates. What's missing isn't intent — it's a system that treats a verbal commitment as a scheduled action.
Kit Workflow Diagram
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The Protocol
1
Capture
During any collections call, agent logs the promise-to-pay date and amount
2
Confirm
WhatsApp summary sent: 'Just confirming — ₹X by March 15th. I'll check in then'
3
Remind
Day-before WhatsApp: 'Quick reminder about tomorrow's payment'
4
Verify
On the date, agent calls: 'Checking in on the payment we discussed'
5
Escalate
If broken, tone tier escalates. Full promise history available to human agents
What's in the Kit
Promise-to-pay capture during live calls
WhatsApp confirmation and reminder automation
Date-triggered verification calls
Promise history tracking with escalation tiers
Collections effectiveness dashboard
Integrations
Collections CRMWhatsAppPayment Gateway