Get Started with AR Agents

AR Agents Simple Start Guide

Learn how to configure, launch, and monitor FlexPoint AR Agents using guided videos, documentation, and interactive walkthroughs.

Welcome to FlexPoint AR Agents

FlexPoint AR Agents automate your accounts receivable workflows by monitoring invoices, engaging customers with personalized communications, and helping streamline your collections process.

Use this guide to configure, launch, and monitor your AR Agents. Start with the overview videos, review the documentation, then follow the interactive walkthroughs to complete each setup step directly in FlexPoint.

PHASE 1 Overview

AR Agents Overview

Before diving into configuration, watch this overview to understand how AR Agents monitor invoices, engage customers, and automate collections workflows.

Next Step

Continue to Phase 2 to configure your AR Agents and prepare them for launch.

PHASE 2 Configure

Configure & Launch Your AR Agents

Configure your AR Agents by setting communication preferences, activation rules, and customer assignments using the resources below.

Configure AR Agent Communication Settings

Customize your AR Agent communication style, outreach timing, escalation behavior, and autonomy settings before assigning customers.

Configure AR Agent Activation Rules

Define when customers automatically enter or leave AR Agent management based on your preferred collections strategy.

Explore the AR Agents Overview

Learn how to review customer activity, monitor AR Agent performance, and understand account statuses across your portfolio.

Assign AR Agents to Customers

Assign customers to the appropriate AR Agent so they receive the correct communication strategy and automation workflow.

Implementation Tip

Keep this guide open while configuring your Agents. Each article includes additional details and an interactive walkthrough to guide you through the setup process.

PHASE 3 Monitor

Monitor & Optimize Your AR Agents

Learn how to monitor AR Agent activity, review customer conversations, and track how your Agents are performing.

Monitor Agent Conversations

Review customer conversations, communication history, AI decisions, and account activity to understand how your AR Agents are engaging customers.

Continue Learning

Use the documentation and interactive walkthrough available in this article to learn how to review and manage AR Agent conversations.

FINAL STEP Launch

Launch Readiness Checklist

Before enabling your AR Agents, confirm these final steps before your AR Agents begin managing customer accounts.

Launch Readiness: 0% Complete

Agent Settings Configured

Review and customize Agent segments under Agents to ensure each segment has the desired configuration.

Test Call Completed

Send yourself a test call to experience the AI voice Agent communication flow before launching.

Activation Rules Configured

Customize Activation Rules for each AR Agent to define when accounts should be monitored and when Agents should begin outreach.

Customers Assigned

Review customer accounts, confirm the appropriate Agent is assigned, and disable Agents for any accounts you do not want monitored.

Activate Your Agents

Toggle each Agent's Activation Rules ON to allow Agents to monitor accounts and start outreach based on your configured criteria.