Collector Dashboard

The Collector Dashboard is a dedicated workspace designed for collection agents. It presents one customer at a time with all the tools needed to work the account effectively.

Customer View

When you open the dashboard, a customer is loaded automatically. You’ll see:

• Customer details — name, contact info, address
• Claim information — reference, amount, type, creditor, status
• Account status — payment plan status, legal holds
• Custom fields — any additional data imported with the claim

Action Buttons

Quick-action buttons for common tasks:

• Record Contact — log a phone call or interaction
• Send Email — send a templated or custom email
• Send Text — send an SMS message
• Confirm — confirm account details with the debtor
• Record Payment — record a payment received
• Payment Plan — create or view a payment plan
• Promise — record a promise-to-pay
• Documents — view or upload documents
• NSF Alert — flag a returned payment
• Callback — schedule a callback
• View Call History — see past call records
• Payment History — view payment records

AI Assist

The AI coaching panel provides real-time guidance:

• Suggested approach — tailored to the customer’s payment history
• Best time to call — based on prior successful contacts
• Compliance status — weekly call attempts used and restrictions
• Sentiment analysis — tone of last interaction

Status & Notes

Checkboxes to flag account dispositions:

• Willing to pay
• Rejects
• Hardship
• Only Income SS/SSIB

Navigation

• Previous / Next — move through your assigned accounts
• Random — load a random account from your queue

Phone Integration

The dashboard integrates with AWS Connect for built-in calling:

• Click-to-dial directly from the dashboard
• Call recording
• Phone status indicator (Linked/Not Linked)