Your customer checks their balance and pays via WhatsApp
Your customer asks how much they owe via WhatsApp, gets their balance, and generates a payment reference in seconds. The flow queries your system, formats the data, and delivers it. Your team only steps in for disputes.
Without automation
Your customers call or message asking for their balance. An agent looks it up in the system, copies the reference, and sends it manually. Each query takes 3 to 5 minutes. With 200 queries per day, your team loses 15 productive hours daily.
Balance check and payment
How you build it in CX Inbox
You configure the collections flow
In CX Inbox you define the steps: identify the customer, check the balance, and generate the reference. No code required.
You connect your ERP with HTTP tools
You add your balance API URL and reference generation endpoint. CX Inbox executes them in sequence.
Your customer writes via WhatsApp
They ask about their balance. The bot requests their service number if they did not mention it already.
The bot checks and responds in seconds
It calls your API, retrieves the balance, and generates the payment reference. It delivers the exact data without paraphrasing.
Your team handles only complex cases
Balance disputes or payment issues are escalated to the inbox with the full conversation context.
Features you use
Flow bot
You configure each step of the collections process visually. The bot follows the exact flow you define, no improvisation.
HTTP tools
You connect your ERP or billing system. Balance inquiries and reference generation in real time.
Multi-agent inbox
Cases that require human attention arrive in the inbox with full history. Your team resolves without asking for context.
Segmented campaigns
You send payment reminders to customers with overdue balances using Meta-approved templates.
What you can achieve
70%
Reduction in collection calls
< 10s
Customer response time
24/7
Balance inquiries available
0
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Other use cases
Want the same results?
Set up your first flow in under 2 hours. No credit card required.
