A2019 - Payment Reminder Bot, Cross-Sell using DMN and Twilio

This bot can send out payment reminders to customers and cross-sell additional subscriptions

Top Benefits

  • Easy to use payment reminder system
  • Can be easily integrated with your existing workflows
  • Can be extended to take inputs from CRM or billing systems

Tasks

  • Sends SMS reminders using Twilio

This bot can send out SMS reminders and also can be used to cross-sell additional subscriptions. It uses the Camunda DMN and Twilio packages to send out the configured message in the SMS.

Inputs: Customer Contact Number, Customer Preferences, Camunda DMN rules file, Twilio SID & Auth.

Output: Transaction ID updated in the same input Excel spreadsheet.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Vendor
Automation Type
Bot
Last Updated
February 18, 2021
First Published
February 17, 2021
Enterprise Version
A2019
ReadMe
ReadMe
Support

See the Bot in Action

Bot code
Input template spreadsheet
Output - updated spreadsheet
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Bot code
Input template spreadsheet
Output - updated spreadsheet

Setup Process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

  • Active Twilio account
  • Camunda Modeler to modify the rules file