For Collections
Compliance-first outbound dialing for collections teams
Configured DNC lists, calling-hour rules, and consent records can be checked before dialing. Configurable default-deny policies block and log calls that fail required checks. Full audit trail.
Quick answer
What is DialerBee for collections? DialerBee is a compliance-first outbound dialer for collections teams with default-deny pre-dial checks, DNC/DNCR enforcement for TCPA, GDPR, TDRA, and CITC, jurisdiction-aware calling hours, consent proof chains, immutable audit logs, and WhatsApp/SMS payment reminder follow-ups. AI AMD supports 9 languages.
Compliance Engine
Every call checked. Every time.
Calling-Hour Rules
Jurisdiction-aware enforcement. No call goes out outside permitted windows. Timezone-safe.
Consent Evidence
Proof of consent with URL, IP, timestamp, and user-agent. Immutable records for auditors.
DNC / DNCR Checks
Auto-synced Do Not Call registries. TDRA, TCPA, CITC, NTRA. Checked before every dial.
Audit Logs
Compliance decisions can be logged with rule version, timestamp, and outcome where audit logging is configured. Append-only.
Workflow
Built for collections workflows
Call Recording
100% recorded with signed URL playback. Legal hold for disputed accounts. Configurable retention.
Retry Rules
Automatic retry scheduling with configurable intervals, max attempts, and backoff periods per campaign.
Supervisor Escalation
Barge-in and whisper coaching for difficult conversations. Real-time wallboard monitoring.
WhatsApp / SMS Follow-Up
Send payment reminders via WhatsApp or SMS right after the call. Template-based with merge fields.
Compliance Deep Dive
Consent & Compliance Deep Dive
Consent Proof Chain
Store exactly when, how, and through which campaign consent was obtained. Timestamp, source, and campaign ID logged immutably.
Retry & Frequency Controls
Configure maximum attempts per day, week, and total. Cool-down periods between attempts. Per-list and per-lead controls.
Dispute Support
When a consumer disputes contact, pull the complete call history, recording, consent record, and compliance audit trail in one click.
Payment Reminder Workflows
Automated WhatsApp and SMS payment reminders after voice contact. Template-based with merge fields and delivery tracking.
Analytics
Collections-Specific Analytics
Right-Party Contact Rate
Track how often agents reach the actual debtor vs other household members.
Promise-to-Pay Tracking
Log payment commitments with dates and amounts directly from the disposition panel.
Aging & Portfolio Performance
Monitor collection rates by debt age bracket, campaign, and agent team.
Collections Workflows
Six workflows that move the needle
DialerBee supports end-to-end collections workflows from early-stage payment reminders through late-stage recovery and field coordination. Each workflow is configurable per portfolio, jurisdiction, and compliance policy.
Payment Reminders
Automated voice, WhatsApp, and SMS reminders triggered by due-date proximity. Configurable cadences for 7-day, 3-day, and day-of reminders. Merge fields pull account balance, due date, and minimum payment from your CRM or uploaded list. Consent and opt-out status checked before every outreach.
Promise-to-Pay Follow-Up
When a debtor commits to a payment date, DialerBee logs the promise amount and date in the disposition panel and schedules automatic follow-up. If payment is not confirmed by the promise date, the system queues a follow-up call or WhatsApp message. Supervisors can track promise-to-pay conversion rates by agent, portfolio, and time period.
Early Delinquency Outreach
For accounts 1 to 30 days past due, DialerBee runs progressive or preview dialing campaigns with soft-touch scripts. Agents see account history, previous contact attempts, and payment options in the CRM iframe. Compliance guardrails enforce calling-hour rules and contact frequency limits per jurisdiction to keep early outreach within regulatory boundaries.
Late-Stage Recovery
For accounts 60 to 120+ days past due, DialerBee supports power dialing with escalation workflows. Supervisor barge-in and whisper coaching help agents handle difficult conversations. Settlement authority levels can be configured per agent tier. Full call recording with legal hold ensures every interaction is documented for dispute resolution.
Settlement Campaigns
Run targeted settlement offer campaigns with pre-approved discount tiers. Agents see the authorized settlement range in their disposition panel and can log accepted offers with amount, payment method, and confirmation reference. WhatsApp or SMS confirmation messages are sent immediately after verbal acceptance to create a written record.
Field Visit Confirmation
For accounts requiring in-person follow-up, DialerBee automates pre-visit confirmation calls. The system dials the debtor to confirm availability, logs the outcome, and updates the field agent's schedule. If the debtor is unreachable, retry rules queue additional attempts before the scheduled visit date. GPS-tagged disposition codes help field teams prioritize routes.
Omnichannel Follow-Up
WhatsApp & SMS payment reminder templates
Collections teams using DialerBee can follow up voice calls with pre-approved WhatsApp and SMS templates. Merge fields pull live data from your CRM or uploaded list. All messages respect consent status and opt-out preferences.
WhatsApp Templates
Payment Reminder
Hi {{first_name}}, this is a reminder that your payment of {{currency}} {{amount}} is due on {{due_date}}. To make a payment, visit {{payment_link}}. Reply STOP to opt out.
Promise-to-Pay Confirmation
Hi {{first_name}}, thank you for your commitment to pay {{currency}} {{promise_amount}} by {{promise_date}}. Reference: {{ref_id}}. Questions? Call {{support_number}}.
Settlement Offer Confirmation
Hi {{first_name}}, this confirms the settlement of {{currency}} {{settlement_amount}} on account {{account_ref}}. Pay by {{settlement_deadline}} at {{payment_link}}.
All WhatsApp templates must be pre-approved by Meta. DialerBee manages the template submission and approval workflow.
SMS Templates
Overdue Notice
{{company_name}}: Your account {{account_ref}} has a balance of {{currency}} {{amount}} past due. Pay now at {{payment_link}} or call {{support_number}}. Reply STOP to opt out.
Missed Promise Follow-Up
{{first_name}}, we noted your payment of {{currency}} {{promise_amount}} was expected by {{promise_date}}. Please contact us at {{support_number}} to arrange payment.
Field Visit Notification
{{first_name}}, a representative will visit on {{visit_date}} between {{visit_window}}. Please ensure availability. To reschedule, call {{support_number}}.
SMS templates support sender-ID registration where required by local telecom regulators (TDRA, CITC, NTRA).
Merge Fields
Pull account balance, due date, customer name, reference numbers, and payment links directly from your CRM or uploaded data.
Delivery Tracking
Track sent, delivered, read, and failed statuses for every message. Failed deliveries trigger automatic retry or escalation to voice.
Consent & Opt-Out
Every message checks consent status before sending. STOP replies are processed automatically and synced across voice and messaging channels.
Frequently asked questions
How does DialerBee help collections teams stay TCPA compliant?
DialerBee uses a default-deny compliance engine that checks DNC lists, calling hours, consent records, CLI ownership, and retry limits before every dial. If any check fails, the call is blocked and logged. The system supports TCPA, GDPR, TDRA, and CITC regulations with configurable policies per jurisdiction.
Can DialerBee track promise-to-pay commitments?
Yes. Agents can log promise-to-pay amounts and dates directly from the disposition panel. These commitments are tracked per contact and available in collections-specific analytics reports, including right-party contact rates and portfolio performance by debt age bracket.
Does DialerBee support WhatsApp payment reminders for collections?
DialerBee integrates with WhatsApp Business API and SMS to send automated payment reminders after voice contact. Template-based messaging with merge fields, delivery tracking, and opt-out management are all built in. Follow-ups can trigger automatically based on call disposition.
What happens if a collections call fails a compliance check?
The call is blocked before it dials. Every blocked call is logged with the specific check that failed, the rule version, and a timestamp. Agents and supervisors can see exactly why a call was blocked, and compliance reports are exportable for auditors and regulators.
Can I configure different compliance rules for different portfolios?
Yes. DialerBee supports per-campaign and per-tenant compliance configuration. Each portfolio can have its own DNC lists, calling-hour windows, retry limits, consent requirements, and regulatory profiles. Multi-tenant isolation ensures complete separation between client programs.
How does DialerBee handle multilingual collections across different regions?
DialerBee supports language-aware AI AMD in 9 languages including English, Arabic, Spanish, French, German, Italian, Turkish, Hindi, and Urdu. For collections teams operating across MENA, Europe, and other regions, each campaign can be configured with the appropriate language model, jurisdiction-specific compliance rules, and localized WhatsApp or SMS templates. Agents see the interface in their preferred language, and supervisors can monitor multilingual campaigns from a single dashboard.
Can DialerBee integrate with our existing collections management system?
Yes. DialerBee supports CRM iframe integration, webhook-based event notifications, and API access for bi-directional data sync. Your collections management system or CRM can push updated account data and receive disposition outcomes, promise-to-pay records, and call recordings in real time. Common integrations include debt management platforms, payment gateways, and portfolio tracking systems.
Collect more. Stay compliant.
See how DialerBee keeps your collections team productive and audit-ready.