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At first, you ask Ari for things. Soon, the goal is to stop asking. Ari has three tools for putting your AR operation on rails: Tasks react to events in your systems, Reminders keep your cadence, and Prompts are the standing instructions that make everything he does match how your company works.

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The three tools

Tasks

Event-driven: “when a Stripe invoice goes past due, send a reminder.” Fires on activity in any connected integration.

Reminders

Time-driven: one-time or recurring nudges for you, a teammate, or a whole channel.

Prompts

Always-on: persistent instructions (payment terms, escalation rules, customer quirks) applied to every conversation, team-wide.
Which one do I want? If it should happen when something occurs, that’s a Task. If it should happen at a time, that’s a Reminder. If it’s how Ari should always behave, that’s a Prompt.

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Try it

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Chaining it together

Tasks can sequence into full workflows:
Every task runs in one of two modes: approval required (Ari posts the plan and waits for you) or auto-execute (Ari acts immediately). Anything that contacts customers or modifies data defaults to approval mode. Keep it there until you’ve reviewed a few runs, and review a whole chain before enabling auto-execute on any step. See Review plans and approvals.

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Coaching pays compound interest

The teams that get the most out of Ari front-load the coaching: billing defaults, the collections escalation ladder, company vocabulary, and formatting preferences. Each takes about a minute to set. See Give Ari instructions for the playbook. If Ari does something unexpected, ask @Ari why did you do that? and he’ll tell you which prompts he applied.

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Tasks can listen to events from every connected integration: Stripe, Chargebee, HubSpot, Salesforce, QuickBooks, Email, and contract events from LedgerUp itself.