Where should I start each morning?
Where should I start each morning?
A good daily flow is:
- Dashboard — check today’s promise-to-pay calendar and your open task count.
- Collections Inbox → Drafts — review drafts Stuut generated overnight (when in Draft Mode).
- Tasks — work through promise-to-pay, invoice requests, and disputes. Sort by oldest, type, or customer to focus.
- Call Inbox — review transcripts and any follow-up tasks from AI calls.
What kinds of tasks does Stuut create?
What kinds of tasks does Stuut create?
Tasks are auto-created whenever a customer responds to outreach — by email or phone. Common types:
- Promise to Pay — customer committed to a payment date.
- Broken Promise — promised payment was missed.
- Invoice Inquiry / Request — customer wants a copy or has a question.
- Dispute — customer is contesting an invoice.
- Payment Confirmation — customer says they’ve sent payment.
- Call Follow-Up — review a call transcript and take action.
- General Inquiry — anything else; usually with an AI-drafted reply you can edit.
How do I work through and close a task?
How do I work through and close a task?
Each task has a Task Brief explaining what happened and what action is needed. For email-based tasks you’ll see the original outreach, replies, and an AI-drafted response. For call-based tasks you’ll see the transcript, sentiment, and audio playback.You can fully edit any AI-drafted reply — change text, add attachments, insert hyperlinks. Click Send to dispatch, or use Mark as Closed / No Action Needed to close without sending.
How do I filter and find specific tasks?
How do I filter and find specific tasks?
Tasks default to showing only Open items. You can:
- Clear the open-only filter to see Closed tasks too.
- Filter by task type, customer, status, or date range.
- Group tasks by age, type, or customer right from the Dashboard.
- Open tasks from a specific customer’s profile to focus on just that account.
What do the blue dot and green checkbox icons mean?
What do the blue dot and green checkbox icons mean?
When a customer responds and Stuut creates a task, you’ll see an indicator on the email or call:
- Blue dot — open task that needs attention.
- Green checkbox — task already completed.
How do I navigate between tasks quickly?
How do I navigate between tasks quickly?
Why do drafts appear throughout the day instead of all at once?
Why do drafts appear throughout the day instead of all at once?
This is intentional. Stuut sends outreach Monday–Friday during a configured outreach window (typically 8/9 AM–5/5:30 PM), and trickles emails throughout the day to mimic natural human sending patterns. This protects your email deliverability and keeps your domain from being flagged as spam.For phone calls, Stuut uses the recipient’s time zone (when enabled) so customers aren’t called outside their local business hours.
What's the difference between Draft Mode and Auto-Send?
What's the difference between Draft Mode and Auto-Send?
Each outreach stage can be set to one of two modes:
- Draft Mode — emails are created but held in your inbox for review.
- Auto-Send — emails send automatically without approval.