What are Agents?
Agents are automated workflows that perform tasks on your behalf. They can monitor your data, send reminders, generate reports, and handle routine tasks — saving you time and ensuring nothing falls through the cracks.Agents are currently in development and not yet available. This page will be updated when the feature launches.
Planned Agents
| Agent | Purpose |
|---|---|
| Chasing Agent | Automate follow-up communications for contract renewals, outstanding statements, and overdue payments |
| Audit Agent | Run automated data quality checks like gap analysis, rate monitoring, and match rate alerts |
| Activity Agent | Generate periodic summaries of processing activity and team actions |