| When | Then | Scope | Last fired | |
|---|---|---|---|---|
| Record is 3 days past due | Send the Gentle chase by email | Every open record | This week | |
| Record is 14 days past due | Send the Firm chase by email | Every open record | This week | |
| Record is 30 days past due | Send the Final chase by sms | Every open record | This week | |
| Chase total is over the hold threshold | Hold the send in Needs you | Autopilot mode | This month | |
| A reply arrives on the thread | Pause the cadence and wait for you | Every record | Yesterday |
Explore the Your app Demo.Try: see what needs you · a negotiated payment plan · the aging book
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