The member asks
The assistant uses the record and the available account information to explain the balance or ease access to the portal. It serves through the channels the cooperative has enabled.
Service cooperatives
Fewer repeated inquiries. More time for your members.
Every period brings bills, questions and payments to identify. Cobratia handles the repetitive and organizes what needs an administration decision, without replacing your management system.
A clear path for every inquiry.
Administration decides the rule
You separate bill notices from due-date reminders. Conditions, caps and minimum days between messages let you organize the batch without writing to everyone indiscriminately.
A person steps in
A complaint, a data correction or a balance dispute is flagged for the team. The note keeps the context of what the member asked.
The portal shows what your system can provide.
Debt, invoices, movements and other modules are enabled according to each account's configuration and data. Ticking a box isn't enough: we review what the connector delivers and what information is worth showing the member.
Your system stays in charge. ERP balances aren't corrected from a conversation. Cobratia reports payments and requests changes; administration maintains the data in the source system.
A staged rollout.
- Review the quality of the contacts and the available billing information.
- Test a template and the assistant's service with test contacts.
- Simulate each rule's recipients and define limits.
- Start with a limited batch and review sent, skipped and errors.
Frequently asked questions
What people ask us most before getting started. If something's missing, write to us and we'll answer it.
Can we send reminders in stages?
Yes. Each rule defines its conditions, channel, template, execution days and limits. The preview lets you review who it would reach before sending.
Can members check their invoices?
The portal can show invoices, debt and movements when your integration delivers that data and the corresponding modules are enabled. Data that isn't available isn't published.
What does the assistant do with a debt dispute?
The conversation is handed to the team for review. The assistant informs with the data available, but doesn't decide a write-off or rewrite the debt in your system.
Let's see how it would work in your company.
First we understand your operation. Then we define the data, the rules and the people involved.
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