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Demonstration. The agent has not run: no email has been sent or received, and no money has been recovered. This is what the view will show once it is working.

What I am allowed to do

I have filled these in from your ledger. Read them, change anything that does not match how you work, and confirm. Until you do, I contact no one.

What I would send

From
Harbourline Freight Pty Ltd (sample) <not verified yet>
To
Accounts Payable <ap@kestrel.example>
Subject
Harbourline Freight Pty Ltd (sample): invoice INV-20418 is overdue
Hello Accounts Payable,

I am following up on the invoice below, which is now past its due date.

Invoice INV-20418 — $6,045 — 41 days overdue.

If it has already been paid, let me know and I will check it against the ledger.

Kind regards,
Harbourline Freight Pty Ltd (sample)

This is an example on a made-up customer. It has not been sent, and nothing goes to any of your customers until you activate.

Your sending address is not verified yet, so the From line above is a placeholder. Messages go out from your own domain, never from ours, and the agent cannot be switched on until that is in place.

  • · Sent only between 8:00 and 18:00 in the customer's own time.
  • · At most one message every 3 days to the same customer.
  • · Never more than 4 in the agreed window.
  • · Never offers a discount, a waiver or a settlement.
  • · Never agrees a payment plan.
  • · Nothing is sent until the balance is checked again at the moment of sending.

How independently should I work?

No mode is selected for you. Confirming a new mandate pauses outgoing work until activation is explicitly checked again. Disputes and case holds remain in place.

How I sound

Neutral by default: it assumes least about your relationship with each customer.

Whichever you pick, I never joke with a customer of yours. That is not a setting.

How often

Three days between messages to the same customer. More often reads as harassment.

At most one message every 3 days to the same customer, and at most 4 before I bring the case to you.

Between 8:00 and 18:00 in each customer’s own timezone, not yours.

What I bring to you

Covers 90% of your AUD customers. Above that, I check with you before I act.

Anything above $50,000 comes to you before I act.

Disputes, promises outside my limits and anything I am unsure about always come to you.

What I will not do

Off. Accepting less than the full amount is your call, not mine.

  • Agree a discount or write-offI never offer one. Every settlement is for the full amount.
  • Agree a payment planI take note of what they propose and bring it to you.

Anyone I should leave alone?

Excluded customers are never contacted, whatever they owe. You can change this later.

Edit the detailcadence, hours — most people leave these

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