What happens after a call
After every call, Gary tells you what happened and takes the next step for you. Here's what each result means.
The results you'll see
- Promise to pay — the customer agreed a date. Gary emails them a confirmation and reminds them before the date. Watch for the payment in Xero.
- Invoice not received — they say it never arrived. Gary resends it during the call, to the address they confirm.
- Paid already — they say it's paid. Gary flags it so you can check Xero and close it off.
- Paid, no reference — they paid but without a reference, so it's hard to match. Gary flags it for you to reconcile.
- Wrong person — Gary reached the wrong contact. He takes the right details where he can, and updates the record.
- Query or dispute — the customer questions the invoice. Gary does not argue. He notes the reason, pauses chasing that invoice, and hands it back to you to sort out.
- Callback requested — they asked to be called another time. Gary reschedules within your calling window.
- No answer — nobody picked up. Gary tries again the same day (after 1 hour, then 2, then 4), then starts fresh the next day while the invoice is owing. Unanswered calls don't count against your conversation limits.
- Wrong number — the number isn't right. Gary stops calling it and flags the contact so you can fix the number.
- Opted out — the customer asked not to be called again. Gary stops straight away and adds them to your do-not-call list. See Troubleshooting to reverse this if it was a mistake.
When Gary stops and hands it back
If Gary reaches your customer five times about the same invoice and it's still unpaid, he stops calling it and flags it for you to escalate — usually to debt collection. Reaching someone that many times without payment is past what a friendly reminder can do. You'll see an Escalate to debt collection follow-up, and Gary won't spend more calls on that invoice.
Disputes are always handed back
Gary is a friendly reminder, not a debt collector. The moment a customer disputes a bill or asks to stop, Gary logs it, ends the call politely, and leaves it with you. He never pushes back, threatens, or claims more is owed.
Where to see it
Open a call on the Transcripts page to read what was said, play the recording, and see the result and any promise date.