AR collections call — demo

Pick an account and a customer, then talk to the agent in your browser or have it call a phone. Write-backs land on the customer's timeline in the local dev stack.

1. Who are we calling

Account (middleman) Customer — search by name or email (customers with open invoices)

Request data the agent will get

Select a customer.

2. Run the call

Voice

not connected

You are the customer. The agent speaks first; allow the microphone when asked.

…or call a phone instead

Live transcript

Nothing yet.

What landed on the timeline

Write-backs for the selected customer appear here as the receiver gets them.