AI collections agent for software companies

5.0
ON G2
Stars
On your software company line, Retell AI runs the routine collections call, takes the arrangement, and escalates anything that needs a person. Callers ask whether it sounds like a real person, so listen first and decide for yourself.
Trusted by over 4,000 businesses powering 100+ million calls per month.
How It Works

Launch your AI collections agent in four steps.

Load the queue and the rules
Build it yourself on the API and SDK, or have our team build it for you. Both are real products. Configure the questions, routing and escalation rules that software companies actually need, against one knowledge base.
Test against real account scenarios
Run the agent against the calls you actually get before it touches a live line. Each run scores accuracy and flags where the agent guesses instead of checking your data.
Connect your dialer and go live
Keep your existing phone number and port or forward it, or take a new one. Go live on one line or one location, confirm the experience, then expand.
Monitor outcomes and retrain
Every call is transcribed, scored, and dispositioned. Listen live while a call is in progress, review the transcript after, and retrain the agent from the calls it handled badly.
Use Cases

What the agent handles for software companies

The overdue account nobody has called yet

It calls the accounts you queue, states the balance from your own ledger, takes the arrangement, and routes any dispute to a person on your team. It follows your calling windows and consent rules, and regulated collections work carries its own requirements that your team owns, not the agent.

How is this different from a manual call list nobody finishes?

Retell AI runs a voice agent that completes the task on the call rather than passing it along. It holds a conversation, answers from your own data, and finishes the job. A manual call list nobody finishes leaves the work still to do.

What the AI collections agent handles for software companies

It covers payment reminder calls, arrangement and promise-to-pay capture, dispute intake routed to a person, pre-due courtesy reminders, and outcome logged against the account. It recognizes the vocabulary your customers actually use, including tier-1, SSO, seat, entitlement.

What are you losing to unanswered calls today?

Phone support is expensive to staff and usually the channel a frustrated customer reaches for after chat has failed them. Every call the agent handles is one that is not sitting in a voicemail box, and it works the same at 2am as it does at 2pm.

Does it connect to Zendesk?

It reads and writes to the systems you already run, including Zendesk, Intercom, Salesforce, HubSpot, and Jira. Outcomes land in the record rather than in a separate inbox.

What happens when it does not know the answer?

It transfers to a person and passes the full context, so the customer does not repeat themselves. You can listen to any call live while it is happening, and every call is transcribed and dispositioned automatically.

Built for Contact Centers, Not Demos

Retell is the AI Voice Platform Enterprise Contact Centers Run On

Retell lets you build, test and deploy AI phone agents that handle real call volume, so your team spends its time on the conversations that need a person.
SOC 2 Type II and HIPAA compliant. Trusted by teams running 1.000+ calls a day.
Compliance

Software companies need one compliance bar for every call, not a separate one for the overflow line.

SOC 2 Type II

Call data runs on SOC 2 Type II certified infrastructure, which is what your security review will ask for.

PII Redaction

Personal identifiers are redacted from every transcript automatically, with retention controls you set.

GDPR

Caller data is processed under GDPR, covering consent and access rights.

Call recording controls

You control what is recorded, what is retained, and for how long, per line and per customer type.

Feature

Why software companies choose Retell AI over a manual call list nobody finishes

Proven Impact, Real Conversations

Proven Impact, 

Real Conversations

Discover how businesses use Retell’s AI voice agents to streamline operations, enhance customer service, and scale effortlessly.

See All Case Studies
Integrations

Seamless
Integrations with Your
Tech Stack

View All Integrations
  • Hubspot
  • Twilio
  • Vonage
  • Go High Level
  • n8n
  • Zapier
  • Salesforce
  • Hubspot
  • Twillio
  • Vonage
  • Go High Level
  • 8n8
  • Zapier
  • Salesforce
  • Avaya
  • Genesys
  • Five9
  • Amazon Connect
  • Telnyx
  • Make
  • Cal.com
  • Avaya
  • Genesys
  • Five9
  • Amazon Connect
  • Telnyx
  • Make
  • Cal.com
Pricing

Cut Costs by 90% with AI phone Agents

Pay as you go

$0 to start.

$0.07–$0.31 per minute – Pay only for what you use.
60 mins of free access.
20 concurrent calls.
10 Free Knowledge Bases.
Get Started
FAQ

Frequently asked questions.

Does it sound like a real person?

Most callers do not realise they are speaking to software, and the fastest way to judge it is to hear a call rather than read a claim. The agent responds in under a second, handles interruptions, and does not talk over the caller. You choose the voice, and you can disclose that it is an AI agent at the start of the call if you prefer.

Do I build it myself, or do you build it for me?

Both are real options and this is the question prospects ask most often after the voice itself. Engineering teams build directly on the Retell API and SDK and connect their own telephony. Teams without engineers work with our implementation team and go live without writing code.

How do integrations work with my CRM?

The agent reads and writes to the systems you already run, so bookings, notes, and call outcomes land in the record rather than in a separate inbox. Retell connects to CRMs, calendars, and scheduling systems, and custom systems connect through the API. The agent can look up a caller before it answers and update the record while the call is still open.

What happens when the agent does not know the answer?

It transfers to a person and passes the full context, so the caller does not have to repeat themselves. You set the escalation rules, including which questions always go to a human and which lines they route to. The agent escalates rather than guessing when a request falls outside what it has been given.

Can I use my existing phone number?

Yes. You can port your existing number to Retell or forward it, and callers keep dialling the number they already have. Buying a new number is also available, which is the option most people notice first in the interface. You can run the agent on one line or one location before extending it to the rest.

Can I monitor calls live?

Yes. You can listen to a call while it is in progress, and take it over if you want to. Every call is transcribed, scored, and dispositioned automatically after it ends. You can review the calls the agent handled badly and retrain it from those recordings.

Revolutionize your call operation with Retell