An agent that works in your Payt
Ipster calls the debtor, discusses the open invoices and writes the result back to the file in Payt. Your colleagues read the outcome in Payt, without typing anything up.
Ipster and Payt, directly connected
The actions the agent performs in Payt
You choose which actions the agent may use.
Discuss open invoices
At the start of the call the agent fetches the open invoices, with amount and due date. For each invoice it also receives the payment link and the invoice PDF, so it can share them.
Look up debtor details
The agent fetches the debtor's name and contact details using the debtor number, so it knows who it is talking to.
Record the outcome
After the call a note is added to the file with the outcome, a summary and any promised payment date. After that, the agent can tick off the task.
Propose a payment arrangement
If the debtor wants an arrangement, the agent records it as a proposal with instalments and due dates. A colleague approves it in Payt.
Send a message through Payt
The agent sends an email through Payt, for example a confirmation, a copy of the invoice or a payment link. The message appears in the message history of the file.
Block an invoice
In case of a dispute the agent pauses the invoice, so the reminders pause, and records the reason. A colleague resumes it.
From call to file, without manual work
- 1
Ipster calls the debtor
Based on the debtor number, the agent knows who it is calling.
- 2
The agent knows the invoices
It fetches the open amounts and due dates from Payt and discusses them.
- 3
An agreement on paying
A promised payment date, a proposal for an arrangement or an email with a payment link.
- 4
Everything is in Payt
The outcome and the summary as a note on the file, and the task is ticked off.
File in Payt
Note · By Ipster
Outcome and summary
Arrangement · By Ipster
Proposal for approval
Message · By Ipster
Email with payment link
You stay in control
Choose the actions
Switch each action on or off, from fetching invoices to blocking an invoice.
Choose the administrations
Fetch your Payt administrations and tick which ones the agent may use. If only one is ticked, it uses that one automatically.
Decide how it sounds
The agent can say a short phrase while it looks something up, like "one moment, let me look that up for you". Leave it empty and the agent stays quiet while it looks things up.
Connected in three steps
Connect Payt
Connect with one click using the "Connect with Payt" button, or use a static API token from Payt.
Choose administrations and actions
Tick the administrations the agent may use and decide what it may do. Tell it in the prompt when to use it.
Start the call
Start the agent with an outbound call and pass the debtor number and the task ID, so it knows whom it is calling and where to write the result.
The agent writes back as a note on a task in Payt. Pass the task ID when you start the call. If it is missing, the agent looks for the debtor's open task.
Ipster also works with
Frequently asked questions
About the Payt integration
Let your agent work in your Payt
Book a demo and see how Ipster calls a debtor, discusses the invoices and records the result in Payt.
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