AI Voice Calling Agent

AI Voice Calling Agent automates the follow-up calls your accounts receivable team makes to chase overdue invoices, connecting Microsoft Dynamics 365 Business Central directly to an AI voice calling engine so customers get called automatically, consistently, and at the right time - without tying up staff on repetitive collection calls.

Key Functions:

• Automatically identifies overdue invoices in Business Central using a configurable milestone-based schedule (e.g. 1, 5, 10, 15 days past due) and a minimum-days-between-calls rule, so customers are chased on a predictable cadence rather than a flat cooldown.
• Places AI-driven voice calls to customers, covering all of a customer's currently overdue invoices in a single conversation, with each invoice's own currency and local-currency equivalent so the agent quotes the right amount regardless of multi-currency exposure.
• Respects each customer's preferred calling window and AI-calling consent flag and lets users trigger an on-demand call from the Customer Card with a confirmation prompt if it falls outside preferred hours.
• Captures call outcomes automatically — Completed, Disputed, Payment Committed, Callback Scheduled, No Answer, Auto Completed — and derives status directly from the AI conversation, with a Customer Card factbox showing the latest call, answered-call count, and outstanding commitments at a glance.
• Handles customer-requested callbacks by parsing the requested date and time from the call outcome and automatically re-queuing the customer so the AI calls back exactly when asked, without manual follow-up.
• Escalates to a human Account Manager when a call requires it, creating a standard Business Central User Task assigned to the right Account Manager (via a dedicated Account Manager master table linked to a BC user) — complete with a briefing, linked invoices, and drill-down — so nothing falls through the cracks.
• While that task is open, the customer is automatically protected from further AI calls.
• Requires Account Managers to log an outcome note when closing a callback task, which then feeds into the AI's context for the customer's next call, so the agent knows what was already promised or agreed.
• Sends customers their overdue invoice details by email on request during a call, scoped to exactly the invoices discussed, with an optional BCC copy for internal visibility, plus a Statement of Accounts PDF when requested, using whichever email account is configured in Business Central.
• Runs entirely through Business Central's native Job Queue for both auto-flagging eligible invoices and dispatching calls in priority order (scheduled callbacks before regular calls), with configurable timeouts that automatically close out stale or stuck entries.
• Logs every SOA email and callback outcome to Business Central's standard Activity Log, with drill-down from the AI Webhook Results and Customer records, giving finance teams a clear audit trail of what was communicated and when.

Benefits:

• Collect faster with less effort — free your AR team from repetitive reminder calls so they can focus on complex, high-value accounts and disputes.
• Improve customer experience — customers are called at their preferred time, in their preferred voice and language, and receive accurate multi-currency invoice information without needing to check a portal.
• Reduce missed follow-ups — automatic callback scheduling and Account Manager task creation ensure that every customer commitment and escalation is tracked to completion, not lost in someone's inbox.
• Full visibility for finance and AR teams — call summaries, outcomes, and email logs live directly on the Customer Card and ledger entries inside Business Central, with no need to reconcile a separate system.
• Configurable to your collections policy — milestone days, minimum call spacing, minimum call amount threshold, and calling windows are all set up per company, so the cadence matches your existing collections process.

Supported Editions:

This solution supports the Essential and Premium Editions of Microsoft Dynamics 365 Business Central.

Supported Country:

This solution supports all countries.

Supported Languages:

This solution is available in English (United States).