UK outbound collections · consumer & commercial

Every account, recovered with fairness.

Marina makes the outbound calls for you: she verifies who she's speaking to, agrees an affordable arrangement, handles disputes, spots when someone's struggling, and offers a secure link by text to pay or dispute.

The same handoff you had before: you send the weekly file, we make the calls and follow up by SMS, you get a report back for Vtiger.

M
Marina
Collections voice assistant · Waters & Gate
Ready
An outbound collections call. You play the debtor. Pick a case from your test file below, or just start and improvise.
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Connecting the call…
Connected
Call ended. The outcome is below.
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Call outcomeLogged
Debtor
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File
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Scenario
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Outcome
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Promise to pay
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Summary
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A matching record was written to the Call Log in Airtable for the team to review and load into Vtiger. Marina drafts the note; a person owns the account decision.

Fair by design

Affordability first, no threats, no pressure. Designed to FCA CONC, the Consumer Duty, and the vulnerable-customer guidance.

Payment or dispute, by SMS

She never takes card details by voice. She offers a secure link by text, a short form to arrange payment or raise a dispute.

Every call on the record

Each call writes a structured outcome to Airtable, ready for a human to review and upload to Vtiger.

Try it yourself

Play a debtor. Take a call.

These are the five accounts from the test file you sent, four consumer, one commercial, £129 to £2,700. Pick one; Marina loads that exact file and calls. (Full mobile numbers are hidden; a person plays the debtor.)

Can pay · wants a plan

The affordable arrangement

Casey Manuell · £2,700 · Basildon Vets4Pets
ref D154571 · SS8 7EA · mobile ends 511
"Money's been tight since my hours were cut. I want to sort it, maybe about a hundred a month?"

Marina confirms who you are, understands the situation, and agrees an affordable plan within the floor, then offers to text a payment link.

Disputes the debt

"I already paid."

Sangita Kashyap · £129 · Belfast Vets4Pets
ref D180940 · BT9 7GR · mobile ends 502
"I paid the vet directly months ago. I don't owe this."

Marina does not argue. She logs the dispute, tells you collection is paused while it's reviewed, and offers to text a dispute form.

Vulnerable

Someone who's struggling

Annette Knight · £1,498.76 · Langford Veterinary Services
ref D193546 · SN15 5PR · mobile ends 658
"I lost my husband recently. I'm signed off work. I can't deal with this right now."

Marina softens, stops any pressure, offers a human callback, and signposts free debt advice. She never pushes a payment.

Commercial · B2B

A company account

Coastal Wicks · £1,062 · Condé Nast Publications Ltd
ref D531963 · NR11 8HJ · mobile ends 647
"This is a company account. What's the invoice for, and who's it from?"

Marina recognises a commercial debt, keeps it professional and non-threatening, and drops the consumer-only forbearance scripting, still identity-first.

Hostile

Refuses and pushes back

Leeann Edwards · £214.38 · Maes Glas Vets Ltd
ref D537293 · CF36 5TB · mobile ends 177
"Stop calling me. I'm not paying anything. Who even are you?"

Marina stays calm, never threatens, makes no false claims of court or bailiffs, notes the refusal, and closes cleanly instead of looping.

Test the guard

Refuse to confirm who you are

Casey Manuell's file · but you won't confirm your name
Tests the identity gate
Refuse to confirm your name, or say you're someone else.

With no confirmed identity, Marina discloses no balance, no creditor, nothing, and offers a neutral callback. That's the data-protection guarantee.

One call, start to finish

A worked example (text, not the live demo): Casey calls back about the vet bill. Identity, understanding, an affordable plan, an SMS link, and a logged outcome.

1
On the call · Reach the right person

Engage without disclosing the debt

MARINAHello, this is Marina, an automated assistant calling for Waters and Gate. This call may be recorded, and you can call us back on the number shown. Am I speaking with Casey Manuell?
CASEYWho is this? What's it about? How do I know you're genuine?
MARINAA fair question. It's a personal financial matter about an account in your name. I'll explain it fully once I've confirmed I'm speaking with the right person, and that's to protect your information. You're welcome to call Waters and Gate back on the number shown to check I'm genuine.
CASEYAlright, yes, this is Casey.
On an outbound call she never stonewalls. She gives a genuine reason (an account in your name), explains that verifying protects you, and invites a call back to check she is real. Only once she has the right person does she name the creditor or the balance. A voicemail or the wrong person hears nothing that reveals a debt.
2
On the call · Understand

Find out what's realistic, kindly

AVAThank you. This is about an unpaid veterinary account with Basildon Vets4Pets, for two thousand seven hundred pounds. Can I ask what's made it difficult to pay?
CASEYMy hours got cut. I can do something, not the full amount.
3
On the call · Agree

An affordable arrangement, within the floor

AVAThat's completely understandable. What could you manage each month?
CASEYAbout a hundred pounds.
AVAA hundred a month works. Shall we say the fifteenth each month?
Never pushed past what she can afford. No threats, no card details by voice.
4
On the call · Follow up

Text a secure link, then close

AVAI'll text a secure link to the mobile ending five-one-one to set up the plan. Thank you, Casey, take care.
SMS with a Google Form link, consent confirmed, minimal detail in the message
5
After the call · Logged

An outcome for a human, in Vtiger

Marina writes the outcome to the Airtable Call Log: promise to pay, £100/month from the 15th, consent noted, a two-line summary. A person reviews it and loads it into Vtiger. Marina never writes the system of record herself.

Built for a regulated collections line

Six choices that make this safe in front of a debtor, and in front of your compliance team.

Fair, affordable, no pressure

Arrangements are grounded in what the person can afford. She offers time to pay, reduced or token payments, and Breathing Space, and never pushes someone past their means or suggests borrowing to repay.

Spots vulnerability, and stops

Bereavement, illness, real hardship, confusion, she hears it, softens, applies no pressure, offers a human, and signposts StepChange, National Debtline, Citizens Advice and MoneyHelper.

Identity first, nothing to third parties

She gives a genuine reason (an account in your name) and invites a call back to check she's real, so it never feels like a scam, but no balance or creditor until she's confirmed the right person. A voicemail or the wrong person hears nothing that reveals a debt.

No threats, ever

She never implies court, bailiffs, arrest, or that non-payment is a crime, the lines that carry real legal risk. Disputes pause collection and route to a person.

The human decides

Marina drafts the note and captures the commitment. She grants no binding settlement and writes no system of record. A person reviews every outcome and owns the account.

Every call auditable

A structured outcome, consent line, and summary land in Airtable on every call, ready for your review and for Vtiger.

How it fits your operation

The same handoff you had with your previous provider. Nothing changes on your side.

1 · WeeklyYour file over SFTP1,000 to 3,000 numbers. Consumer and commercial. UK mobiles.Waters & Gate
2 · The weekWe make the callsOur telephony dials, Marina speaks. Your own VoIP isn't involved.Beam
3 · Follow upSMS: pay or disputeA secure Google Form link for a payment plan or a dispute.Beam
4 · ReportBack for VtigerA structured outcome per call, ready to upload to your CRM.Waters & Gate

In this demo the call runs in your browser. Live outbound dialling and the SMS follow-up run on our telephony, set up per client; legal and FCA compliance sign-off stays with Waters & Gate.

FCA CONC + Consumer DutyForbearance, affordability, fair treatment, built in.
Vulnerability (FG21/1)Detected, de-escalated, signposted, handed to a human.
AI disclosed, recordedAutomated call stated up front; call-back number given.
Fully auditableOutcome, consent, and summary logged every call.