Receeve Knowledge Base

The main purpose of this space is to assist with technical client integrations and to serve as a reference for common Backoffice use cases.

Sections

Introduction — An overview of how the Receeve Backoffice application is structured and its main areas.

Dashboard — Core KPIs and operational metrics for day-to-day collections monitoring, including reporting views.

AI — AI-powered features within Receeve, including email delivery time optimization and how the AI model works.

Strategy — Build and manage collections strategies using the Strategy Builder, including all available step types, reactions, and the claim simulator.

Content — Create and manage communication templates: landing pages, emails, and SMS messages.

Account Manager (CRM) — The agent-facing interface for working accounts and claims, including account management, claim overviews, tasks, and the communication center.

Configuration — Platform configuration covering users, roles, webhooks, queues, workflows, and operational settings.

Integration — Technical integration guide covering the Client API, authentication, account claims, use cases, webhooks, and error codes.

Other Resources — Supplementary material including key concepts, API references, supporting documentation, and common error messages.

Data Lake Integration — Reference for integrating with the Receeve Data Lake, including available reporting and event views.

How-To Guides — Step-by-step guides for common tasks such as testing strategies, running communication campaigns, and A/B testing.

Custom Steps Library — Documentation for custom strategy steps available beyond the standard step library.