{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/21ce280cafc44a6087191f7ab3d1a5a7\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/21ce280cafc44a6087191f7ab3d1a5a7-fbb053ffe8e90a9b.gif","duration":701.782,"title":"How to automate getting paid with customer agents","description":"This Loom explains how to use customer agents to automate customer communications and improve payment collection. It covers setting up agents with preferred payment methods such as on-demand (payment link) or auto-collect (direct debit), plus rules like preventing auto-collect and deciding whether to collect new payments only or also existing debt. The video also shows configuring optimized reminder steps per customer, direct debit follow up and retries with a default of three, and automated late fees that calculate interest daily and add a fixed compensation fee with an optional grace period. Finally, it demonstrates assigning customers to agents, including filtering customers (for example, where average DSO is above 30 days) and changing the customer agent in the customer screen."}