A working MVP of an AI agent that owns B2B receivables follow-up end to end: it decides the channel, tone and escalation step per invoice, drafts every message, reads customer replies, and shows its reasoning for every action.
npm install
npm start
Runs fully in demo mode out of the box (no keys needed): the drafting engine uses deterministic rules, and email sends are simulated.
Copy .env.example to .env and fill in:
ANTHROPIC_API_KEY— messages and reply classification are then drafted live by Claude, per invoice, per step.SMTP_HOST/USER/PASS— Tier emails are then actually sent to the invoice contact address. For Gmail use an app password.
WhatsApp and calls are intentionally simulated in this MVP (rendered from the same decision engine output). The reasoning, tiering and journey logic are real.
- Dashboard opens with a live portfolio at different funnel stages.
- Open Bluestone Retail — read the reasoning trail on each escalation.
- Click "Advance one day" a few times — watch Recoup act on its own.
- In any invoice, paste a reply ("we can pay by Friday") — journey pauses on the promise; advance past the date and it resumes automatically.
- Paste a dispute — all outreach halts and the invoice is flagged for you.
- Point at the success-fee bucket card: paid only on collection, more for older debt, incentives aligned.
Click "Reset" in the top bar, or npm run reset.