Four people following up means four different approaches to the same customer.
Agencies risk inconsistent communication as multiple people are involved in accounts receivable but no single person owns the follow-up process. Different team members send follow-ups with different tones, timing, and escalation levels to the same customer. Customers receive communication that shift in tone, timing, and urgency depending on who picks up the thread that week.
This is not a people problem. It is a systems problem. Without shared visibility into what has been sent, what the customer’s payment history looks like, and what the appropriate next step is, every team member is making follow-up decisions from incomplete information.
Chasivo centralizes the entire collection process. Every team member sees the same customer history, the same risk scores, the same conversation thread. The AI drafts follow-ups using a consistent tone baseline, calibrated to the customer’s payment behaviour and escalation stage. Whether it is the account manager or the operations lead who handles a particular follow-up, the output is consistent and the context is complete.
HOW CHASIVO FILLS THE VOID
Fragmented follow-ups versus a unified collection process.
Without Chasivo
With Chasivo
Follow-up tone and timing depend on which team member sends the email that week.
No shared record of what has been communicated to a customer about their outstanding invoices.
Team members avoid chasing because they are unsure what has already been said or by whom.
Reminders send from the invoicing platform’s address. The customer does not recognise the sender.
No visibility into which customers across the portfolio are at risk of going late.
Customer handoffs between team members lose follow-up context and payment history.
CAPABILITIES
What Chasivo provides for agency teams.
AI follow-up drafts
Each draft references the specific invoice number, amount, and due date. Tone adjusts based on escalation stage and the customer’s payment history — a first nudge reads differently from a third follow-up. Drafts send automatically on Autopilot or queue for review on Copilot.
Native inbox delivery
Follow-ups send from the customer’s own Gmail via OAuth. The recipient sees a familiar sender — not a platform domain. Replies return to the customer’s inbox. No branded footers, no third-party headers, no spam-folder risk from an unfamiliar address.
Per-invoice risk scoring
Each invoice receives a 0–100 risk score before the due date, calculated from the customer’s historical days-to-pay, late frequency, and collection rate. Specific signals are listed plainly: “Customer historically pays 15 days late.” Batch analysis covers up to 10 invoices at once.
Customer payment profiling
AI analyses each customer’s invoice history to produce a behavioural profile: average days to pay, preferred payment day, seasonal risk windows, reminder responsiveness, and a warmth score (1–10). Requires 3+ invoices per customer. Batch profiling available for up to 10 customers.
Unified inbox
All customer communications consolidated in a single view. Conversations are threaded by customer across email channels. AI drafts, sent messages, replies, risk scores, and invoice status are visible without switching between applications.
Five report types
Predictive Inflow, Customer Payment Health, AI Performance, AR Aging, and Year-End Income. All exportable as PDF or CSV. Useful for internal reviews, performance tracking across the customer portfolio, and evaluating collection efficiency by team or period.
CHASING AUTOMATION
Three modes of automation, configurable per customer.
Autopilot drafts and sends follow-ups automatically based on the customer’s payment history and escalation stage. Appropriate for established customers with predictable patterns, where manual review on every email adds overhead without adding judgment.
Copilot drafts the follow-up and holds it for review. Nothing sends without explicit approval. Appropriate for new customers, large outstanding balances, or relationships where the tone of each communication matters.
Manual keeps risk scoring and profiling active but disables all AI-generated communication. Appropriate for customers where all correspondence is handled directly by a specific person.
Set a default at the account level. Override per customer as needed. Individual invoices can be paused independently — the customer’s remaining invoices continue under their assigned mode. When a paused invoice resumes, the follow-up sequence picks up at the correct escalation stage based on prior activity, rather than restarting from the beginning.
Copilot drafts the follow-up and holds it for review. Nothing sends without explicit approval. Appropriate for new customers, large outstanding balances, or relationships where the tone of each communication matters.
Manual keeps risk scoring and profiling active but disables all AI-generated communication. Appropriate for customers where all correspondence is handled directly by a specific person.
Set a default at the account level. Override per customer as needed. Individual invoices can be paused independently — the customer’s remaining invoices continue under their assigned mode. When a paused invoice resumes, the follow-up sequence picks up at the correct escalation stage based on prior activity, rather than restarting from the beginning.
TEAM ACCESS (BETA)
Built for teams where multiple people touch accounts receivable.
Chasivo supports multi-member access with role-based permissions. Admins manage settings, automation configuration, and team structure. Members handle customers, invoices, and follow-ups. Both roles have full access to the unified inbox and customer data. View-only access is available for team members who need visibility without send permissions.
Every team member works from the same data. Customer records, conversation threads, risk scores, invoice status, and AI draft history are shared across the team. When a team member picks up a follow-up that someone else started, the full context is already there.
Coming soon: a shared inbox with a draft queue, where team members can review and approve each other’s drafts before sending, and per-member tone profiles, where each person’s follow-ups match their own writing style rather than a single account-wide baseline.
Every team member works from the same data. Customer records, conversation threads, risk scores, invoice status, and AI draft history are shared across the team. When a team member picks up a follow-up that someone else started, the full context is already there.
Coming soon: a shared inbox with a draft queue, where team members can review and approve each other’s drafts before sending, and per-member tone profiles, where each person’s follow-ups match their own writing style rather than a single account-wide baseline.