To start AI collection calls in Takkada, open Payment Reminders, tap Send reminders now, tick the overdue parties you want called, tap Call with AI, check the confirm sheet and tap Call now. The calls go out shortly after, and each result comes back as a follow-up on that party. Before your first round, spend two minutes on the AI calling screen under Payment Reminders, where you set the calling hours, the calling days, the language, the tone, the monthly cap per party and whether a missed promise gets an automatic re-call. You need Smart Reminders and AI calling switched on for your business; if the AI calling row does not appear under Payment Reminders, AI calling is not on yet. This guide walks through each step with the button names exactly as they appear on the screen, and shows what you will see after the calls, including who was skipped and why, and where the outcome, promise, note and recording show up.
Step 1: Open the AI calling settings
Go to Payment Reminders. Below the reminder history row you will see AI calling, with the line "Automatic re-calls, calling hours, language and limits". Tap it.
Step 2: Set the rules
The AI calling screen has seven settings:
- Call again when a promise is missed. On by default. If a party does not pay what they promised, the AI calls them again.
- Days after the promised date. How long to wait before that re-call. The default is 1.
- Start calling from and Stop calling at. The default window is 10:00 to 18:00.
- Calling days. Chips from Mon to Sun. Monday to Saturday is the default.
- Max AI calls per party per month. Anywhere from 1 to 31. The default is 4.
- Language. One of twelve: Hindi, English, Assamese, Bengali, Odia, Marathi, Gujarati, Punjabi, Tamil, Telugu, Kannada and Malayalam. Hindi is the default.
- Tone, Polite or Firm, and Number the party should call back (optional). Leave the number empty to use the owner's number.
Tap Save Settings.
Step 3: Open Send reminders now
Back on Payment Reminders, tap Send reminders now ("Chase selected customers straight away"). The screen lists every party with an overdue amount, showing the overdue total, the number of overdue bills and the age of the oldest bill. The overdue total matches your Bills Receivable screen.
Step 4: Pick the parties
Search by name, or use the ledger group chips to narrow the list to one Tally group. Tick parties one by one, or use Select all, which only reaches the rows already loaded on screen. A party with no mobile number shows "No mobile number saved" and cannot be ticked.
Step 5: Tap Call with AI
At the bottom of the screen, next to Send now, tap Call with AI. A sheet opens titled "Call 12 parties with AI", with the cost shown before you commit. Tap Call now.
Step 6: Read the result sheet
After a short "Setting up 12 calls…" step, the sheet says "Queued 11 calls" and lists every party that was not queued, by name, with the reason: no phone number on the ledger, asked not to be called, a call already queued, nothing overdue, not in your ledger scope, or monthly AI call limit reached. Parties that were not queued stay ticked, so a retry needs no re-selection.
Step 7: Check the results
With the Recovery dashboard on, each call lands on the party's follow-up timeline, tagged AI, with the outcome, the note and a Play recording button, and Recovery's History tab shows any promise with its amount and date. Without it, open the party's bills page and tap AI call results.
For what the AI knows and what it writes back, read AI calling for payment collection, or see the AI collection calls page.
Frequently Asked Questions
Q: Why don't I see the Call with AI button?
A: It appears only for a business with AI calling switched on. WhatsApp us and we will check your account.
Q: Can I stop the automatic re-calls?
A: Yes. Switch off "Call again when a promise is missed" on the AI calling screen and tap Save Settings.
Q: Does Call with AI also send a WhatsApp reminder?
A: Not on its own. Send now and Call with AI are separate buttons on the same ticked list. If the party asks for details on the call, their bills are sent on WhatsApp once.
Get set up
WhatsApp us at https://wa.me/919435977777 and we will switch on AI calls and walk through your first round.