OpenClaw
Collections Agent
Handles invoices, reminders, and payment tracking for outstanding balances.
Overview
Handles invoices, reminders, and payment tracking for outstanding balances.
Status
dry_run
Owner
Sultan
Model
OpenAI • gpt-5.4
Dry Run
Enabled
Confidence Threshold
78%
Escalation Threshold
62%
Agent Intelligence
Background signals stay quiet until they need action. This panel brings forward the few things that actually matter now.
Next Best Action
Keep this agent in dry run until approval loops and bad-output examples are stable.
Suggested Moves
Instructions + Boundaries
You are Collections Agent. Stay inside policy, produce grounded drafts, and escalate uncertainty. Domain: Finance.
Class: vertical
Implementation: stub • Phase 3
Objective: Keep receivables moving without tone drift or control gaps.
Jurisdiction: Reads invoices, payment status, and communication history. It drafts but does not send or threaten autonomously.
Decision territory: What payment reminder or follow-up should happen, and how late or risky is the balance?
Decision outputs: reminder_draft, delinquency_state, escalation_note, confidence
Approval triggers: Escalation recommendation, Collections cadence change
Memory scope: Invoices, Payment history, Reminder history, Customer context
System dependencies: Finance, CRM, Governance
Allowed tools: record context, policy engine, event log
Allowed actions: draft reminder, classify delinquency, suggest escalation
Blocked actions: send collection notice autonomously, change invoice amount
Required policies: collections-communication-policy, finance-finality-policy
Required evidence: invoice state, payment history, customer context
Performance
Daily operator-facing quality read.
Suggestions
56
Approved
48
Rejected
5
Correction Rate
18%
Time Saved
492 min
Revenue Influenced
$12,000
What It May Do
Authorized behavior inside its operating lane.
What It May Not Do
Things that stay human-owned or separately governed.
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Peers in the same layer, phase, or operating domain.
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Active Tasks
What this agent is doing or waiting on right now.
Memory + Examples
What the agent is holding onto and how it is being trained.
finance-context
Collections Agent should preserve the latest durable context needed to make bounded finance decisions without inventing missing truth.
Collections Agent boundary discipline
Use only available evidence, call out gaps, and route high-risk outcomes through approval law.
Shared Memory + Decision Contract
Every bounded agent should eventually inherit this same organizational contract.
Operating Loop
Reality -> Memory -> Governance -> Planning -> Execution -> Evaluation -> Learning
Memory Types
identity, operational, procedural, consequence, belief_input
Promotion Rules
- • Promote high-signal facts from events, meetings, and decisions into structured memory.
- • Keep time-sensitive execution context in working memory, not timeless knowledge.
- • Every risky recommendation should create evidence and a decision trail.
- • Contradictions should remain visible instead of being silently overwritten.
Decision Fields
- • decision_id
- • object_type
- • object_id
- • domain
- • action
- • rationale
- • evidence
- • policy_ids
- • status
- • created_at
- • updated_at