Reference
Everything you need to read the system precisely.
Definitions, the intent taxonomy, the agent's data tools, conversation modes and the core data entities — the canonical reference for engineers and operations teams.
Glossary
Domain terms used throughout the platform.
Distributor (mother_key)
The composite key that uniquely identifies a dealer account; every conversation is scoped to one.
Outstanding
Total invoiced amount still payable, often split into ageing buckets (0–30, 31–60, 61–90, 91–180, 180+ days).
Debit Note (DN)
A staged penalty applied after a due milestone passes; each stage has a day offset and a rate.
Credit Note (CN)
An adjustment that reduces the payable amount on an account.
PD Cycle
The distributor's recurring payment cycle, referenced when a dealer defers to a later period.
Handoff Summary
The structured summary the agent produces for the depot team at the end of a collection conversation.
Depot Team
The human follow-up team that receives escalations, disputes and collection outcomes.
Intent taxonomy
Every collection conversation resolves to one primary intent and a precise sub-intent.
PAY_CURRENT_CYCLE Commits to pay today, this week or by a specific date. NEXT_PD_CYCLE Will pay in the next payment cycle. REFUSES_TO_PAY Explicitly refuses to pay. LACK_OF_FUNDS Cannot pay due to cash-flow constraints. UNCERTAIN_TIMELINE Will pay but the timeline is unclear (also the auto-defer outcome). NEXT_PD_CYCLE Pushes payment to a later cycle without firm commitment. INVOICE_DISPUTE Disputes the invoice amount or accuracy. MATERIAL_NOT_RECEIVED Claims the material was never received. MATERIAL_DUMPED Reports the material was damaged or returned. Agent tools
The capabilities the AI core can invoke. Reads ground every answer; writes record outcomes.
get_outstanding_summary Total and net outstanding with ageing-bucket breakdown.
get_payment_summary Due amounts, early-payment savings and optional invoice / debit-note breakdowns.
get_weekly_payment_summary Week-by-week dues or overdue ageing groupings.
get_invoice_details Full detail for a single invoice including debit-note stages.
get_profile_details Credit limit, credit days, account status and debit-note configuration.
log_collection_intent Persists the structured outcome of a collection conversation.
open_support_request Escalates a dispute, material issue or refusal to the depot team.
Conversation modes
Answers information queries using read tools. Never pushes for payment, never asks for a payment commitment, and offers relevant follow-up prompts.
Greets, shares due context, asks for a timeline, classifies each turn, limits informational follow-ups, then logs exactly one outcome and hands off to the depot team.
Data entities
The core records that back the platform.
payment_followup Invoice and transaction lines — the primary receivables table.
mother_key, invoice_no, transaction_date, total_amount, payment_due, payment_due_date
outstanding_summary Aggregated balances and ageing buckets per account.
mother_key, gross_outstanding, net_outstanding, net_0_30 … net_180_plus
customer_master Account configuration and debit-note stage rules.
mother_key, credit_limit, credit_days, debit_note_stage*_days, *_discount_rate, account_lock
collection_intent Structured outcome captured for every collection conversation.
intent, sub_intent, dealer_message, notes, expected_payment_timeline, dispute_type, handoff_summary
message_history Immutable audit log of every message across all channels.
message_id, distributor, sender, text, mode, agentid, created_at
user_concern Disputes and escalations routed to the depot team.
distributor, concern, text, status, created_at
Configuration
Key operating parameters of the agent.