Lydia Booth
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Activity overview
Latest activity by Lydia Booth-
Lydia Booth created an article,
Get Started with AR Agents
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Lydia Booth created an article,
AR Agents vs. Past Due Sequences
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Lydia Booth created an article,
AR Agents Conversations Overview
Conversations Overview Monitor AR Agent activity, review customer communications, and access account information from a single workspace. ...
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Lydia Booth created an article,
AR Agents Overview Page
Agents Command Center Monitor agent activity, review approvals and escalations, and manage automated AR tasks from a single command center. ...
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Lydia Booth created an article,
Assigning AR Agents to Customers
Assigning Agents Learn how to assign AR Agents to customer accounts, manage agent engagement, and understand monitoring versus active outreac...
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Lydia Booth created an article,
AR Agent Activation Rules
AR Agent Activation Rules Define when your AR Agents begin working, pause activity, and resume outreach based on account conditions. ...
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Lydia Booth created an article,
Configuring AR Agents Communication Settings
AR Agent Behavior & Communication Settings Configure communication styles, outreach timing, escalation paths, and autonomy settings before assigning Agents...
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Lydia Booth created an article,
Datagate Integration Guide
Datagate Integration Guide Understand how Datagate invoice data and PDFs sync into FlexPoint FlexPoint integrate...
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Lydia Booth created an article,
Late Fees
Late Fees in FlexPoint How late fees work and where they are managed FlexPoint does not natively create or manag...
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Lydia Booth created an article,
Business Central Integration Guide
Business Central Integration Guide Set up and configure your Microsoft Entra application for FlexPoint integration. R...