Help CenterFinView workflows consist of several nodes, each representing a different action or stage in the collections process. These nodes cover various communication channels and actions, providing you with the flexibility to design workflows tailored to your business needs. Here's a rundown of the key nodes you can use in FinView:
- Email Node: This node enables the sending of automated emails to your customers or case owners. The content of the email can be tailored based on your requirements and can include relevant information or actions required by the case owner.
- SMS Node: The SMS node is for sending text messages directly to your case owners. Like the Email node, the message can be customized as per your need. This channel is beneficial for reaching out to customers who are more responsive to mobile notifications.
- Text to Speech Node: The Text to Speech node allows you to convert written text into spoken voice output. This feature is particularly useful for automated phone calls where a voice message needs to be delivered to the case owner. Importantly, if the receiver does not answer the phone call, the voice message can be left on their voicemail, ensuring your message gets through even when the call isn't directly answered.
- Phone Call Node: This node enables the system to initiate phone calls. It's typically used in conjunction with the Text to Speech node to convey voice messages or with the integration of call center software for live conversations.
- Letters Node: In cases where a physical letter is the most appropriate form of communication, the Letters node comes into play. This node generates a letter document that can be printed and mailed to the case owner.
- Ticket Creation Node: This node allows the creation of tickets for specific actions or tasks, often directed towards your internal team. It helps track progress, assign responsibilities, and manage tasks effectively within your team.
- Sub-Workflow Node: The Sub-Workflow node allows you to initiate another workflow within the primary workflow. This can be beneficial when certain conditions trigger a separate but related process. For instance, you may have a sub-workflow specifically for case owners who have requested payment plans.
- WhatsApp Node (Coming Soon): In our continuous effort to provide a comprehensive set of communication tools, we are in the process of developing a WhatsApp node. Once available, this will allow you to send automated messages directly to the case owner's WhatsApp account, a popular and widely used messaging platform. This feature will offer another highly effective means to communicate updates, reminders, and other necessary information directly to the case owner. Stay tuned for its launch!
By using these nodes, you can build sophisticated, automated workflows that cover every aspect of the collections process. The diversity of nodes helps ensure that no matter what your strategy is or how your customers prefer to communicate, you can create a workflow that fits your needs.