- type
- concept
- created
- Mon Apr 06 2026 02:00:00 GMT+0200 (Central European Summer Time)
- updated
- Mon Apr 06 2026 02:00:00 GMT+0200 (Central European Summer Time)
- sources
- raw/notes/progress, raw/notes/project_ai_roadmap
- tags
- feature phase-1 ai collections dunning
- aliases
- F1.3, Smart Collections Agent
Smart Collections
abstract
AI feature F1.3 — intelligent delinquency management with 5-step dunning sequence, tone adaptation, and payment plans. 750 cases, 3,516 actions. Completed 2026-03-29.Dunning Sequence
5-step escalation: SMS → email → letter → payment plan → legal
Key Capabilities
- Overview dashboard with collection metrics
- Per-project metrics and risk summary
- 5/5 acceptance criteria met
- Enhancement spec written (25 tasks) but not yet implemented (F1.3E)
Deep Dive Documentation
- wiki/summaries/collections-spec — Collections Intelligence expansion spec v2.0
- wiki/summaries/collections-research — competitive research across AppFolio, Buildium, etc.
- wiki/summaries/collections-improvements — 25 specific improvement tasks (F1.3E)
Sources
- raw/notes/progress — completion and enhancement status
- raw/notes/project_ai_roadmap — spec reference
- raw/articles/collections-spec.html — detailed spec
- raw/articles/collections-research.html — competitive research
- raw/articles/collections-improvements.html — improvement tasks
Related
- wiki/concepts/ai-roadmap — part of Phase 1
- wiki/concepts/renewal-intelligence — previous Phase 1 feature
- wiki/concepts/tenant-comms-hub — collections messages route through comms hub
- wiki/concepts/portfolio-command-center — aggregates collections actions
- wiki/entities/unitcycle — the platform
Detailed Spec
Full technical specification with models, endpoints, acceptance criteria: → wiki/specs/features/f1.3-smart-collections-agent
Additional collections documentation: → wiki/specs/collections/spec-v2-full → wiki/specs/collections/competitive-research → wiki/specs/collections/improvements-25-tasks