Taylor – AI Customer Service & Collections Agent
Taylor handles inbound and outbound conversations across voice, text, and email – from welcome and verification to payments, extensions, hardship, and collections.
Meet Taylor
Your always-on collections and customer service team
Customer Service & Collections Agent
Taylor handles inbound and outbound conversations across voice, text, and email—covering everything from welcome and verification to payment support, hardship discussions, and collections.
Why Taylor stands out:
✔ Natural, empathetic conversations
✔ Accurate verification & disclosures
✔ Payment & extension flows
✔ Collections scripting & compliance
One agent across the whole borrower lifecycle
Most tools stop at answering questions. Salient agents pick up the heavy back-office work: gathering data, checking rules, updating systems, and producing documentation
Loan Request
Starts when a borrower submits a new loan request, triggering identity checks, disclosures, and verification workflows.
Verification
Validates borrower identity, contact details, and consent before disbursement to ensure a compliant and accurate loan setup.
Welcome
Greets borrowers with personalized welcome calls and walks them through first payment expectations and standard onboarding steps.
Collections - Outbound
Proactively reaches out with early-stage reminders and follow-ups to help borrowers stay on track with upcoming or missed payments
Collections - Inbound
Handles inbound past-due calls, explaining balances and due amounts while negotiating within lender-approved workout rules.
Customer Service
Answers ongoing borrower questions and manages payments, extensions, hardship screening, and account updates in real time.
Loan Complete
Closes out the loan and helps eligible borrowers explore renewal or refinancing options.
Plugs into your LMS, CCaaS, and payment stack
Configured around your policies and US law
You define what Taylor can say and do; we test those policies against your compliance requirements and consumer-protection laws like FDCPA and UDAAP-related standards on collection conduct.
Controls
Contact windows and frequency caps
Prohibited phrases and escalation triggers
When to provide specific disclosures
When Taylor must stop and transfer to a human
Taylor remembers the borrower, not just the account
Because Taylor has access to prior interactions, it can:
Adjust tone and options for repeat callers
Recognize repeated financial hardship and route accordingly
Follow up on past promises ("Last time we spoke, you said…")
Taylor on the line
Hear how Taylor handles customer interactions with empathy and compliance
Natural, empathetic conversations
Taylor delivers personalized conversations that feel human. Always available, endlessly patient, and able to reason, predict, and act in real-time.
Connect to your call center ecosystem
Seamlessly integrate with your existing technology stack, with comprehensive summaries and intelligent routing when escalation is required
Scale consistent experiences
Build once and run everywhere, with a continuously-improving, trusted AI agent tailored to your brand, goals, and processes.