AI, WITH A JOB TO DO

More answers.
Less admin.

Ask about your portfolio, get help with the next reply, and explore a more consistent approach to call review. Practical AI support, designed around the people doing the work.

Discuss AI for your team

Explore our AI previews and roadmap below. We’ll confirm availability for your organisation during your demo.

Ask AI · Product preview

Ask the question.
Get to the answer.

Use a familiar, chat-style interface to ask about balances, accounts and your portfolio in plain English. Get an answer from the data in PayPathIQ without waiting for someone to build another report.

  • Explore accounts and balances with plain-English questions
  • Review tabular results and export supported reports
  • Access is limited to the portfolio you’re authorised to see

Answers reflect the latest data in PayPathIQ. Freshness depends on your imports or connected systems; review the results before acting.

Ask AIINTERACTIVE EXAMPLE
Which accounts have the highest outstanding balances?
Your portfolio, explained.

Here are the three highest balances in this example portfolio.

Illustrative answer using sample data
Account / measureOutstanding
ACC-1042€8,400
ACC-2081€6,250
ACC-3106€4,800

Sample data · no live account access

TRY AN EXAMPLE QUESTION

Email agent · Internal testing

A head start
on the next reply.

Help your credit controllers work through the inbox. The email agent is being tested to identify the intent of inbound messages, draft an appropriate response and suggest the next action.

  • Triage the message in its account context
  • Review or edit a suggested reply
  • Designed for one-click approval of a reviewed draft

Designed for a review-and-approve workflow. Availability and approval actions will be confirmed as testing progresses.

EMAIL ASSISTANCE · CONCEPTSAMPLE MESSAGE
“I can pay part of the balance on Friday. Could we discuss a plan for the rest?”

Suggested next step

Review the proposed amount and dates, then respond with the account context in view.

“Thanks for getting in touch. Let’s look at the payment you can make on Friday and discuss a schedule for the remaining balance.”
Draft for review Your controller edits and approves.
AI call quality review · Planned

Turn conversations
into better practice.

Our planned call-review feature would use redacted transcripts to flag potential issues, highlight coaching opportunities and help managers review conversations against company tone and guidance.

  • Review tone and alignment with your call guidance
  • Surface moments that deserve a manager’s attention
  • Support coaching with specific feedback

This is a planned capability, not part of the current voice release. Review coverage will depend on eligible recordings, transcript availability and your organisation’s settings.

CALL REVIEW · CONCEPTILLUSTRATIVE FEEDBACK

Make the next step clearer

A review could highlight that the agent acknowledged the customer’s concern but did not recap the agreed follow-up.

Coaching suggestion: finish by confirming the next action, who is responsible and when it will happen.
For manager review Based on a redacted transcript.

PRACTICAL QUESTIONS

Know what you’re
putting to work.

Are these AI features available today?

Ask AI is a product preview. The email agent is in internal testing, and AI call review is planned. Your demo will cover what is available for your organisation and what is still being developed.

Does Ask AI replace our reports?

It provides another way to explore your portfolio. Use it for ad hoc questions alongside your existing dashboards and reports. Answers are based on the data available in PayPathIQ, so source-system changes need to be imported or synchronised first.

Does AI make decisions or send replies on its own?

The email assistant described here is designed to suggest a reply and next action for a person to review and approve. Your configured workflow rules and your team remain responsible for operational decisions.

Will every call receive an AI quality score?

We are not promising universal call coverage. The planned feature depends on eligible recordings, successful transcription, redaction and configured review criteria. A manager would review the feedback.

LET’S TALK ABOUT YOUR OPERATION

Make room for
the work that matters.

See how PayPathIQ could fit your accounts, your team and your way of working.

Book a conversation

A focused walkthrough. Built around your business.