AI Training
Change how the AI collects by writing a sentence. Learned operational suggestions are recommendations — Kovify never silently rewrites an active Collection Path.
10 learned rules
Teach
Tell the AI what to do differently
Written rules take effect immediately across every Collection Path.
Dispute Rules
Suggested rule improvements
Kovify never changes official dispute routing silently — approve a suggestion to make it policy.
Change Pricing default owner
Pricing disputes have been manually reassigned to Sarah Kim 76% of the time (8 of the last 11).
Default Owner: Pricing Team → Sarah Kim — Pricing
Increase Missing Invoice autonomy
Missing Invoice disputes resolve automatically after sending invoice copies in 94% of cases.
AI Autonomy: Assisted → Mostly Autonomous
Shorten Tax escalation window
Tax disputes older than 5 days rarely close without Finance Director involvement.
Escalate After: 5 business days → 4 business days
Cash App Rules
Suggested cash application improvements
Kovify never changes cash application policy silently — approve a suggestion to make it official.
CRULE-REMIT · Default Owner
82% of recent missing-remittance cases were manually reassigned to Mary.
Default Owner: Cash Application Team → Mary Johnson — Cash Application
CRULE-PAID · First Follow-Up
Paid-but-open issues resolved 1.4 days faster when chased the next business day.
First Follow-Up: 2 business days → 1 business day
| Rule | Category | Scope | Source | Learned |
|---|---|---|---|---|
| Do not call customers before the second email has been sent. | Calling Preferences | All customers | Training | Jul 14, 2026 |
| For balances above $100,000 always request approval before escalating. | Approval Requirements | All customers | Training | Jul 21, 2026 |
| Never use the phrase "final notice" in customer communications. | Tone & Language | All communications | Training | Jun 30, 2026 |
| Customers with extended AP approval cycles receive 7 additional days before escalation. | Customer Exceptions | Collection Path: Extended Terms / Complex AP | Training | Aug 2, 2026 |
| When AP says payment was mailed, wait 5 business days before following up. | Payment Behaviors | All customers | Training | Aug 9, 2026 |
| ABC Medical Systems is a sensitive account — use a softer communication style. | Customer Exceptions | ABC Medical Systems | Training | Aug 15, 2026 |
| Customers under $5,000 past due wait 7 extra days before escalation. | Escalation Rules | All customers | Feedback | Aug 18, 2026 |
| Atlas Business Solutions responds best to calls between 2 PM and 4 PM MT. | Communication Preferences | Atlas Business Solutions | Observed | Aug 20, 2026 |
| Credit Hold is never applied automatically — human approval is always required. | Company Rules | Company-wide | Training | Jun 12, 2026 |
| Apex Technology Corp pays on a fixed Thursday check run — avoid Monday follow-ups. | Payment Behaviors | Apex Technology Corp | Observed | Aug 11, 2026 |
Rules active
10
Observed rules
2
Training suggestion
The AI notices hospital accounts respond 2.4x more often to calls than emails. Consider teaching it to lead with a call at 20 days past due.
Behavior audit log
- Kovify AI CollectorAug 27, 2026Promise to Pay created — ABC Medical SystemsDetected Promise to Pay intent in AP reply (94% confidence)
- Marcus WebbAug 27, 2026Autonomy changed — Summit IndustrialAccount became hostile; require review before outbound contact
- Kovify AI CollectorAug 26, 2026Dispute created — Horizon DistributionDetected Dispute intent in AP reply (91% confidence)
- Dana EllisAug 25, 2026AI training rule addedCompany policy alignment with hospital approval cycles
- Kovify AI CollectorAug 24, 2026Collection path step executed — Northstar EquipmentHigh-Volume / Low-Balance path, 5 days past due trigger
- Priya RamanAug 22, 2026Approval rejected — Horizon DistributionOpen pricing dispute makes escalation inappropriate