Simple Step-by-Step Guide

How RecoverlyAI Works

Go from sign-up to automated debt collection in under 20 minutes. No technical skills needed. No complicated setup.

Or let our team do it all for you — completely free.

8 Steps
To Full Automation
~20 Min
Total Setup Time
Zero
Technical Skills Needed
Free
White-Glove Setup Available

8 Simple Steps to Automated Collections

Each step is straightforward. Most people finish the entire setup in one sitting.

STEP 012 minutes

Create Your Company

Set up your collection company profile with basic information. You can manage multiple companies from one account.

Enter your company name, address, and admin email
Add your collections phone number and customer service line
Describe your business so the AI understands your company
Choose your loan type (auto, medical, student, etc.)
Upload your company logo for branded communications
Set your website URL and payment portal link
STEP 023 minutes

Configure Your Settings

Tell us when and how you want the AI to work. Set your business hours, timezone, and communication preferences.

Pick your timezone so calls only happen during legal hours
Set your call window (e.g., 9 AM to 5 PM)
Choose which days of the week to make calls
Enable SMS and/or email outreach channels
Add an escalation phone number for live transfers
Set up your reports email for daily summaries
STEP 035 minutes

Set Up Your AI Agents

Design up to 5 unique AI personas — one for each debt age bucket. Each agent gets its own voice, tone, and script.

Choose from 20+ realistic male and female voices
Pick a tone: Friendly, Professional, Firm, Compassionate, or Stern
Write custom scripts with merge tags like {{debtorName}} and {{totalAmount}}
Younger debts get friendly reminders, older debts get firmer messaging
AI reviews full call history before every call — no repeated questions
Agents detect voicemail and leave personalized messages automatically
STEP 041 minute

Get a Phone Number

Search and purchase a local or toll-free number right from the dashboard. It's configured automatically.

Search by area code to find a local number
Or choose a toll-free number for a professional look
One click to purchase — webhooks are set up instantly
Inbound calls can be forwarded to your team
SMS is automatically enabled for two-way messaging
Release and replace numbers anytime you need to
STEP 052 minutes

Upload Your Documents

Upload company policies, scripts, or reference materials. The AI reads these so it can answer questions accurately.

Drag and drop PDF, DOCX, TXT, or HTML files
Files are automatically processed and indexed
AI agents reference your documents during calls
Great for payment policies, dispute procedures, and FAQs
Upload up to 10MB per file
Add or remove documents anytime
STEP 065 minutes

Create Email & SMS Templates

Build message templates for each debt age bucket. The system rotates through them automatically so debtors don't get the same message twice.

Create separate templates for 1-30, 31-60, 61-90, 91-120, and 121+ day debts
Use merge tags to personalize every message (name, amount, payment link, etc.)
Email templates support custom subject lines and HTML formatting
SMS templates are short and direct with payment URLs
Templates rotate automatically with each follow-up
STOP requests are processed automatically for SMS compliance
STEP 072 minutes

Upload Your Debtors

Download our CSV template, fill in your debtor data, and upload it. That's it — your campaign is ready to launch.

Download the pre-formatted CSV template
Fill in: name, phone, email, loan account, and amounts by age bucket
Drag and drop your CSV to upload — instant validation
Set campaign name, call frequency, max attempts, and retry delays
Debtors are automatically sorted into the right age buckets
Duplicates are detected and flagged before processing
STEP 08Ongoing

Watch It Work

Your AI agents start calling, texting, and emailing automatically. Track everything from your dashboard in real time.

Live dashboard shows calls made, arrangements secured, and amounts collected
Listen to call recordings and read full transcripts
Get instant email alerts when a payment arrangement is made
Daily summary reports delivered to your inbox every morning
Track every debtor through their full lifecycle
AI handles callbacks, follow-ups, and compliance automatically

What Happens After You Launch

Once your campaign is live, RecoverlyAI runs on autopilot. Here's what the AI handles for you every single day.

Makes Calls Automatically

AI dials debtors during your set business hours, leaves voicemails when needed, and retries based on your schedule

Sends Texts & Emails

Personalized SMS and email messages go out automatically, rotating through your templates for each age bucket

Secures Payment Arrangements

AI negotiates payment plans on the spot and emails your team the details instantly

Stays 100% Compliant

Automatically detects validation requests, disputes, and do-not-call requests — stops collection immediately

Sends Daily Reports

Every morning you get a summary of yesterday's calls, arrangements, and campaign performance

Handles Callbacks & Follow-ups

When a debtor says 'call me Tuesday,' the AI schedules it automatically and follows through

100% Free — No Catches

Don't Want to Set It Up Yourself?

Book a free 30-minute call and our team will do the entire setup for you. We'll configure everything, run full tests, and train your team on how to upload debtor CSVs and manage campaigns.

We Do Everything For You

Our team configures your agents, phone numbers, templates, and knowledge base

Full End-to-End Testing

We run test calls and verify everything works before you go live

Team Training Included

We teach your team how to format and upload debtor CSVs and manage campaigns

30-Minute Setup Call

Quick call to learn your workflow, then we handle all the technical setup

Common Questions

Do I need any technical skills?

Not at all. If you can fill out a spreadsheet and click buttons, you can use RecoverlyAI. The entire setup is point-and-click. And if you'd rather not do it yourself, our team will set everything up for you for free.

How long does it take to get started?

Most users are up and running in under 20 minutes. Create your company, configure your agents, buy a phone number, upload your debtors, and you're live. It's that simple.

What format does the debtor CSV need to be in?

We provide a pre-formatted template you can download. Just fill in the columns: loan account number, borrower name, phone number, email, and the outstanding amounts for each age bucket (1-30, 31-60, 61-90, 91-120, 121+ days).

Can I manage multiple collection companies?

Yes. RecoverlyAI supports multi-tenant management. You can run multiple companies from one account, each with its own branding, phone numbers, agents, templates, and campaigns.

What happens when the AI reaches a debtor?

The AI has a natural conversation based on your configured script and tone. It can negotiate payment arrangements on the spot, schedule callbacks, detect compliance triggers, and transfer to a human agent if needed.

Is it compliant with FDCPA regulations?

Yes, 100%. The AI automatically detects validation requests, dispute claims, and do-not-call requests. When triggered, all collection activity stops immediately and the case is flagged for your review. Every call is recorded and transcribed.

What does the free setup call include?

Everything. We'll configure your AI agents, purchase and set up your phone number, create your email and SMS templates, upload your documents, and run test calls to make sure it all works. We'll also train your team on how to prepare and upload debtor CSVs.

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