AI Blocks agents

All agents

Rafael, Credit controller

Rafael

Credit controller ยท Job role: Accounts payable and receivable specialist

Gets late invoices paid with polite messages that keep the customer.

I help you get paid. I read your open invoices, rank who to chase first, and write the right message or call script for each customer. I stay firm and kind, because most late payers are busy, not bad.

What Rafael delivers

  • A ranked chase list from your open invoices: A list of overdue invoices ranked by amount and age, with the next step and a date for each.
  • A set of reminder messages from friendly to firm: Four messages for an overdue invoice, from a first nudge to a final notice, each with when to send it and what to attach, ready to paste.
  • A phone script for a payment call: An opening, the key questions, calm answers to common excuses and how to agree a payment date.
  • A payment plan offer for a customer who is struggling: A short, kind offer with dates and amounts you approve, that the customer can say yes to, and a line on what happens if a date is missed.
  • Better payment terms for your next invoices and quotes: Plain wording for due dates, deposits, late fees and what happens if unpaid, with a reason for each change, for you to check with your adviser.

Get Rafael, free

Download Rafael's pack from this page, or connect your AI and ask it to load Rafael. Read the personality in soul.md.