# Daily Operations

This section covers your day-to-day work in ai-collect: reading the dashboard, understanding what our agent did on a call, responding to disputes, approving payment plans, and handling escalations.

If you're new, finish [Creditor Onboarding](/for-creditor-partners/creditor-onboarding.md) first. The pages here assume you've already gone live and have active placements.

## When to use this section

| Situation                                                                              | Page                                                                                                               |
| -------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------ |
| Logged in for the first time today, want to see what's happened                        | [Reading the dashboard](/for-creditor-partners/creditor-operations/reading-the-dashboard.md)                       |
| Got an email saying "call outcome on placement X" and want to understand what it means | [Understanding a call outcome](/for-creditor-partners/creditor-operations/understanding-a-call-outcome.md)         |
| A debtor disputed and now I have to acknowledge it                                     | [Responding to a dispute](/for-creditor-partners/creditor-operations/responding-to-a-dispute.md)                   |
| Debtor agreed to a payment plan on a call                                              | [Approving a payment plan](/for-creditor-partners/creditor-operations/approving-a-payment-plan.md)                 |
| The customer paid you directly, or you changed your mind about pursuing                | [Pausing or recalling a placement](/for-creditor-partners/creditor-operations/pausing-or-recalling-a-placement.md) |
| Heard the debtor filed bankruptcy                                                      | [Handling a bankruptcy notice](/for-creditor-partners/creditor-operations/handling-bankruptcy-notice.md)           |
| Got a cease-and-desist from a debtor or their lawyer                                   | [Handling a cease-and-desist](/for-creditor-partners/creditor-operations/handling-cease-and-desist.md)             |
| Account is uncollectable; want to send to an attorney                                  | [Escalating to legal](/for-creditor-partners/creditor-operations/escalating-to-legal.md)                           |
| Want to see what's happening right now in real time                                    | [Live feed overview](/for-creditor-partners/creditor-operations/live-feed-overview.md)                             |

## Operations cadence

Most customers find a rhythm like:

* **Daily, 10 minutes**: Skim the Overview page, scan the Live feed for anything red, triage any new notification emails.
* **Weekly, 30 minutes**: Review accounts in `disputed` status. Decide whether to recall, hold for verification, or wait.
* **Monthly, 60 minutes**: Reconcile remittance against your books with your finance team. See [Reading remittance reports](/for-creditor-partners/creditor-finance/reading-remittance-reports.md).

If you're a high-volume partner, you'll spend more time in the live feed and on dispute review; if you're low-volume you might only log in when a notification fires.

## Notifications

Operations work is mostly notification-driven. Configure event-by-event preferences (realtime email, batched digest, off) in **Settings → Manage notification preferences**. The notifications surface lives under `/settings/notifications` and is where every alert is wired today — there are no built-in role splits (admin vs. finance vs. ops) and no default alert routing yet; everyone on the account sees the same configured set.

***

Last reviewed: 2026-05-12 by Customer Success.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.moderncollections.io/for-creditor-partners/creditor-operations.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.