AR Agent Activation Rules

Define when your AR Agents begin working, pause activity, and resume outreach based on account conditions.

Understanding Activation Rules

Activation rules control when your AR Agents begin working, when they pause activity, and when accounts remain in monitoring mode.

These rules ensure Agents only take action when the right conditions are met based on your collections strategy.

STEP 1

Configure Activation Rules

Activation Rules define the conditions that move an account from monitoring into active engagement. These rules determine when your AR Agent begins outreach based on account behavior and collections thresholds.

Access Activation Rules

From your FlexPoint dashboard navigate to: Agents → AR Agent → Agents → Activation Rules and select Edit on the Agent you want to configure.

Activation Rule Types

Configure how and when Agents transition into active engagement.

Activation Triggers

Conditions that activate an Agent (e.g., invoice becomes past due or threshold is reached).

Pause Rules

Define when an Agent should pause outreach to prevent unnecessary communication.

Monitoring Mode

Accounts remain in monitoring until activation criteria are met.

Key Concept: Assigning an Agent does not start outreach automatically. Activation rules control when engagement begins.

STEP 2

Configure Activation Rules

Try it yourself

Use the interactive walkthrough below to configure AR Agent activation rules.

🚀 Start interactive walkthrough

Opens in a new tab so you can follow along step-by-step.