Skip to content
StrivBridge
Book a demoStart free trial

Lesson 3 of 4 · 6 min

Payment plans

Set the limits for plans the assistant may offer, and decide whether they need your approval.

With Offer payment plans on, the assistant can split a past-due balance into dated payments. A plan is checked against payments actually received, and late fees are not charged while it is kept.

Set the limits

  • First payment at least (%) and First payment within (days).
  • Most payments, and Paid off within (days).
  • Grace after a missed date (days).
A text conversation where the AI assistant answers a prospect.
The screen this lesson works in, from the StrivBridge sample company.
Loading the rest of this lesson…