B2B invoice follow-up

Chases outstanding B2B invoices with accounts-payable contacts, confirms status, and logs the promised payment date to a sheet.

Multi-step flowGlobalEnglish

Runs on web, telephony.

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Free to install · pay providers at cost · configure the full stack below

Multi-step flow

Type

Languages

Tools it uses

Last updated 2026-09-16

Talk to it live

Try this exact agent right now — talk to it in your browser, or have it call your phone. Browser demos run for up to 2 hours, phone demos 60 seconds.

What it costs to run

Opens on this template's default stack — the exact language model, speech-to-text and voice it installs with. Swap any component to trade up on quality and the estimate updates live in your currency. You bring your own provider keys and pay them at cost; there are no per-seat fees.

The conversation flow

B2B invoice follow-up is a multi-step flow agent. Each box is a stage in the conversation; the agent moves along the labelled paths based on what the caller says.

How the agent opens

“Hello, I'm following up on an outstanding invoice with your accounts-payable team — is this the right person to speak with?”

How it works

1
Reach AP contact
Confirm you're speaking to accounts payable and look up the account.
2
Confirm status
Reference the {invoice_number} and confirm its status. Capture a {promise_date} or a dispute reason.
3
Log outcome
Use log_promise to record the status and {promise_date}.

Tools & integrations it uses

Look up CRM contact

Zendesk Zoho CRM HubSpot Salesforce GoHighLevel Microsoft Dynamics 365 Intercom

Append to spreadsheet

Google

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Payment-reminder collections

Politely reminds customers about an overdue payment, understands the situation, and sends a payment link plus a WhatsApp follow-up — compliant and respectful.

Soft collections (early reminder)

A gentle early-stage reminder for payments just past due — friendly nudge with an easy payment link, no pressure.

Delivery scheduling & reschedule

Confirms or reschedules deliveries, captures a preferred time-slot and address note, logs it, and sends a WhatsApp confirmation.

Shipment-status query line

Handles 'where is my shipment?' calls — captures the tracking number, gives status if available, and escalates exceptions. Wire your tracking API as a custom tool.

Courier pickup booking

Books a courier pickup — captures package and address details into a record and sends a WhatsApp confirmation with the pickup window.

Built to trust

Your data, your keys, your carrier. Telenow is the control plane — the AI and telephony run on accounts you own.

Encryption everywhere

Secrets, carrier credentials and API keys stored AES-GCM encrypted; TLS in transit; HMAC-signed webhooks.

Org isolation & RBAC

Strict per-organization data isolation with role-based access for every member.

Full audit log

Every mutating action is logged and filterable, with CSV export for your records.

Telephony compliance

In-app carrier applications (A2P 10DLC, regulatory bundles, India business KYC), TCPA calling windows, and org-wide Do-Not-Call enforcement.

Frequently asked questions

What does the B2B invoice follow-up agent do?+

Chases outstanding B2B invoices with accounts-payable contacts, confirms status, and logs the promised payment date to a sheet. On a call it can look up crm contact and append to spreadsheet. You install it, connect your tools, and it's ready to take or make calls.

How does the B2B invoice follow-up agent handle a call?+

It follows a guided flow: reach ap contact, confirm status, and log outcome. Each step has its own instructions, so the agent stays on-track and hands off or ends the call cleanly.

What do I need to connect for the B2B invoice follow-up agent?+

Connect Zendesk, Zoho CRM, HubSpot, Salesforce, GoHighLevel, Microsoft Dynamics 365, Intercom, and Google so the agent can act during the call, then point a phone number or the web widget at it.

What channels and languages does B2B invoice follow-up support?+

It runs on web and telephony, in EN. You can change the voice and language in the builder.

How quickly can I launch the B2B invoice follow-up agent?+

Minutes. Install the template, connect your tools and number, test it in the browser, then publish, and new accounts get free signup credit to try it.

$1.00 free credit on signup