Retape.ai

Resolve by retape.ai is a native AI-powered CRM platform designed specifically for debt settlement, combining sales, customer service, negotiation, and operations management into a single, modern system, with “AI workers” that operate automatically to fully automate the workflow from start to finish, allowing the team to focus on important decisions rather than data entry. These smart agents include six active roles, such as Maya, who handles incoming calls and analyzes leads—especially during off-hours or for missed calls; Aria, who manages the self-registration process and automated customer follow-ups; Penny, who is responsible for communicating with customers via messages and campaigns—such as payment recovery or contract updates; Scout, which automates settlement negotiations, tracks funds, and analyzes account readiness for settlement at scale; and Sage, which acts as an intelligent data assistant to analyze the system, answer management questions, and generate reports without the need for SQL; and Pulse, which monitors risks and identifies customers at risk of service loss or cancellation before it happens. The platform covers the entire workflow from the first customer interaction to case closure, spanning stages including sales, onboarding, customer service, negotiation, and management, Resolve also offers features such as AI call scoring to evaluate calls in terms of performance, compliance, and handling objections; automated messaging and call campaigns; management of a unified message inbox for customer communication, bulk debt settlement automation, real-time funds tracking, and automated generation of settlement offers, in addition to risk management tools and real-time performance analytics via operational dashboards. The platform also offers a dedicated data migration system that ensures the complete transfer of records, customers, payments, and calls from legacy systems without data loss, with data validation in a test environment prior to actual launch, The system is typically up and running within 30 days, with a full migration completed in 4 to 10 weeks without downtime. The platform features a robust security architecture that includes SOC 2 Type II certification, per-client data isolation, and tamper-proof activity logging, in addition to full compliance with TCPA standards and real-time integration with payment, communication, and email systems. This makes Resolve a comprehensive, intelligent operating platform for highly efficient management of debt settlement companies and comprehensive automation of daily operations.