EN
Log in Book a demo

Collections

Every provider result returns to the right record

For collections and recovery operations that need to decide who to contact, through which channel and when. In DeepMiner, the portfolio becomes an index, the Pareto shows where the debt concentrates, collection sequences become scheduled strategies with SMS or RCS and each provider's webhook returns the status to the debtor's record. The portfolio dashboard updates itself.

What holds you back today

Where the operation stalls and what changes.

  • The portfolio does not fit in a spreadsheet

    Today

    Large files freeze, every analyst has a version and nobody knows which one is current.

    With DeepMiner

    The portfolio comes in as an index, with a key field to update the same contracts on every new import.

  • Priority decided by gut feeling

    Today

    You contact the whole portfolio, or whoever the spreadsheet listed first.

    With DeepMiner

    The Pareto by state, range or segment shows the concentration, and the strategy filters reach out to that cut first.

  • The sequence depends on someone remembering

    Today

    Today's send goes out when the person gets in, and the weekly one sometimes does not go out.

    With DeepMiner

    Each step of the sequence is a strategy with daily, weekday or cron recurrence, with a time zone.

  • The result of the contact gets lost

    Today

    The delivery status stays with the provider and never reaches the debtor's record.

    With DeepMiner

    The provider's webhook updates the status on the record and keeps the history of the latest events.

What the routine looks like

The path inside DeepMiner.

  1. Import the portfolio with the contract as the key field, so each new import updates the existing record and the provider returns stay on it.

  2. Use the Pareto and the filters to define which ranges go first.

  3. Build the steps of the sequence as strategies with provider, recurrence and per-run limit.

  4. Follow runs and balance in real time and check each contact's result on the record.

Who it is for

Collections, credit recovery and after-sales operations that work large portfolios and contact debtors by SMS or RCS. If the sequence lives in a spreadsheet and the result lives in the provider’s panel, DeepMiner puts both on the same record.

What changes in the routine

The portfolio arrives as CSV or XLSX and updates contracts through the key field. The AI assistant answers where the debt concentrates, in a Pareto or a table, and the cut becomes a strategy filter.

The sequence steps run on their own at the recurrence you set. Each run shows how many records came in, how many were sent, the failures and the amount debited. The webhook returns each contact’s status to the record, visible in the index’s record list. The portfolio dashboard, with the refresh interval you set, tracks the portfolio makeup with every new import.

Frequently asked questions

Collections and recovery

Can I build a sequence with several steps?

Yes. Each step is a strategy in the index's flow, with its own filters, provider and recurrence. Strategies can be paused and resumed.

Is the debtor's CPF exposed to the AI?

No. CPF, CNPJ, phone and email fields are recognized as sensitive, and their values do not enter the AI prompt.

How do I avoid contacting the same debtor twice on the same channel?

In the strategy, check the option to not resend to anyone who already received on that channel.

What if the balance runs out in the middle of the sequence?

The run stops when the balance does not cover the next batch and gets the Insufficient balance status. What was already sent stays counted in the run, and the rest does not go out.

See DeepMiner working on your data.

Book a demo and watch a dataset get indexed, enriched and queried.

Book a demo