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Smart case routing

Cases no longer get stuck in shared inboxes: the agent identifies the right decision-maker and applies the right escalation path.

Core capabilities

The agent analyzes each case and routes the invoice to the right contact automatically.

  • Complexity analysis
  • Smart escalation
  • Dynamic routing

Business impact

  • Automatic stakeholder identification
  • Handling out-of-office replies and contact changes
  • Conditional escalation using business rules and risk signals
  • Reduced delays caused by wrong recipients

Billabex smart routing ensures every collection case reaches the right person on the first attempt. The agent analyzes the debtor's organizational structure, identifies financial decision-makers and adapts its escalation strategy in real time.

When a contact is out of office, has changed roles or is unresponsive, the agent automatically detects the situation and redirects to a new recipient. Escalation rules are configurable by amount, debt age and detected risk signals.

How it works

  1. 1

    Analysis

    The agent identifies the debtor's company structure and relevant contacts.

  2. 2

    First contact

    The message is sent to the most appropriate contact based on case context.

  3. 3

    Detection

    Auto-replies (out of office, role changes) are analyzed and processed.

  4. 4

    Escalation

    If needed, the case is redirected to a higher-level contact or different department.

FAQ

How does the agent identify the right contact?

The agent uses your CRM and ERP data combined with analysis of previous exchanges to identify the most relevant financial decision-maker for each case.

What happens when the contact is out of office?

The agent detects auto-reply messages, extracts substitute contact information and redirects the case to the identified backup contact.

Are escalation rules customizable?

Yes. You define your own escalation criteria: amount threshold, number of unanswered reminders, debt age and target hierarchical level.

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