Bill Reminder Campaign Documentation
Overview
The Bill Reminder Campaign in Taalk is an outbound calling solution designed to assist businesses in collecting overdue payments from customers. The Bill Reminder AI Agent proactively contacts customers with outstanding balances, notifies them of their overdue bills, and facilitates the payment process.
If a customer indicates a willingness to pay, the AI Agent seamlessly transfers them to a live agent who can process the transaction.
Key Benefits
- Automated Outreach: Reduce manual effort in contacting overdue customers.
- Seamless Handoff: Transfer warm leads directly to a live agent.
- Scalability: Handle thousands of calls per hour with AI-driven automation.
Prerequisites for Setup
To launch a Bill Reminder Campaign, businesses need:
- A list of overdue bills (customer contact details & amount due).
- A Transfer DID (Direct Inward Dialing) number to route willing customers to a live agent.
Setup Requirements
Contact List Format
The Bill Reminder Campaign requires a properly formatted contact list. The list should be provided in CSV or JSON format and must contain the following required fields:
| Field Name | Description | Case-Sensitive |
|---|---|---|
name |
Customer's full name | ✅ |
phone |
Customer’s phone number (E.164 format preferred) | ✅ |
Taalk_Current_Amount_Due |
Outstanding balance for the customer | ✅ |
CSV Example
name,phone,Taalk_Current_Amount_Due
Toma,7047058647,29.99
JSON Example
{
"name": "Toma",
"phone": "7047058647",
"Taalk_Current_Amount_Due": 29.99
}
Note: Field names are case-sensitive and must match exactly as shown above.
Compliance Considerations
Do Not Call (DNC) Exemptions
The Bill Reminder Campaign operates under an established business relationship (EBR) exemption, meaning it does not require a Do Not Call (DNC) check. Every contact in the provided list will be dialed. Businesses using this service should ensure:
- Every number in the list belongs to a valid customer.
- Customers have either:
- An active agreement (such as a contract or billing relationship).
- Provided explicit consent for communication.
For more details on when DNC checks are not required, refer to the Federal Trade Commission (FTC) guidelines:
FTC Do Not Call Provisions
Next Steps
Once the contact list and Transfer DID are provided:
- Upload the Contact List to Taalk’s system.
- Configure Call Settings (e.g., hours of operations, retry attempts).
- Activate the Campaign and monitor performance via Taalk’s dashboard.
For support or integration assistance, please contact Taalk Support.
This documentation ensures businesses can efficiently implement and manage a Bill Reminder Campaign with Taalk while adhering to compliance guidelines. Let me know if you need modifications or additional details!
