Resolve - Product screenshot

Overview

Resolve by retape.ai is an AI-native Customer Relationship Management (CRM) system specifically designed for debt settlement operations. It unifies various stages of the debt settlement lifecycle, including sales, client servicing, negotiation, and management visibility, into a single platform. The core functionality revolves around six specialized AI workers that automate repetitive workflows from end-to-end, allowing human teams to focus on judgment calls rather than data entry.

How Resolve's AI Workers Function:

  • Maya (AI Voice Intake): Handles after-hours calls, overflow, and missed-call recovery using a voice agent trained for debt relief intake.
  • Aria (Guided Self-Enrollment): Provides a chatbot-assisted flow with automated follow-ups to guide leads through the self-enrollment process.
  • Penny (Client Communications): Manages outreach campaigns for NSF recovery, additional funds, and settlement authorization, and acts as a first line of response for common client questions and status updates.
  • Scout (Settlement Automation): Automates bulk settlement processes from scrub-to-settlement, continuously evaluating non-scrub accounts for funds availability and settlement-readiness. It also handles POA automation.
  • Sage (AI Data Assistant): Allows users to query CRM data in plain English, generating reports without requiring SQL or manual data pulls.
  • Pulse (Churn Detection): Identifies clients at risk of churn and suggests recommended next actions to retain them.

The platform also includes features like AI call scoring for compliance and performance, a common inbox for managing client conversations across channels, and live operations dashboards for real-time KPI visibility. Resolve emphasizes a smooth migration process, aiming for operators to be live within weeks.

Key features

  • Six AI workers for end-to-end automation
  • AI voice intake and guided self-enrollment
  • Automated client outreach and inbound support
  • Bulk settlement automation and real-time funds tracking
  • AI data assistant for natural language queries
  • Churn detection with recommended actions
  • Real-time operations dashboards
  • SOC 2 Type II compliance and secure data handling

Who uses it

Leading debt relief companies and operators involved in sales, client servicing, negotiation, and management within the debt settlement industry.

Pros

  • Automates repetitive tasks across the entire debt settlement lifecycle using specialized AI workers.
  • Improves lead conversion and client engagement without increasing staffing.
  • Provides real-time visibility into business operations and client health.
  • Ensures compliance with features like AI call scoring and immutable activity logs.
  • Offers a streamlined data migration process from existing CRMs.

Cons

  • Pricing information is not publicly available, requiring a demo request.
  • Specifically tailored for the debt settlement industry, limiting broader applicability.
  • Requires integration with existing payment processors, dialers, and merchant accounts.
  • Adopting a new CRM system, even with AI, may involve a learning curve for teams.

Our take

Resolve offers a specialized CRM solution that leverages AI to streamline and automate critical operations within the debt settlement sector, aiming to enhance efficiency and compliance. Its focus on specific industry workflows makes it a targeted tool for debt relief providers.

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