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Guide

Complete Guide to Getting Started with Siyall

2024-01-05
Siyall Team

Welcome to Siyall

Getting started with Siyall is straightforward. This guide walks you through the entire process, from initial setup to launching your first automated collection campaign.

Step 1: Account Setup

After signing up, you'll be guided through a quick onboarding process:

  1. Company profile — Enter your organization details
  2. Team members — Invite your collection team
  3. Channel setup — Connect your WhatsApp Business account and other communication channels

Step 2: Import Your Data

Siyall makes it easy to bring in your existing data:

  • Excel/CSV upload — Import debtor lists directly
  • API integration — Connect your existing systems for real-time sync
  • Manual entry — Add accounts one by one for smaller portfolios

Step 3: Configure Your Strategy

This is where the magic happens. Siyall's strategy engine lets you define:

Communication Rules

  • When to contact debtors (time windows, frequency limits)
  • Which channels to use and in what order
  • Message templates for different scenarios

Escalation Paths

  • Automatic escalation when initial attempts don't succeed
  • Handoff rules for when human intervention is needed
  • Settlement offer thresholds

AI Behavior

  • Tone and language preferences
  • Negotiation boundaries (minimum payment amounts, plan durations)
  • Compliance guardrails specific to your jurisdiction

Step 4: Launch and Monitor

Once configured, launching a campaign is as simple as clicking a button. From the dashboard, you can monitor:

  • Real-time metrics — Collection rates, response rates, and payment volumes
  • AI conversations — Review and audit any automated interaction
  • Team performance — Track your human agents alongside AI performance

Tips for Success

  • Start small — Begin with a subset of accounts to fine-tune your strategy
  • Review AI conversations — Early monitoring helps you optimize AI behavior
  • Iterate on templates — Small changes in messaging can yield big improvements
  • Use the reports — Siyall's analytics reveal patterns you might miss

Need Help?

Our support team is always available to help you get the most out of Siyall. Reach out through the in-app help center or book a meeting with our onboarding team.