Payment reminders
Required variables
Section titled “Required variables”Customer name, masked account reference, amount, due date, organization name, and approved payment/help destination.
Prompt starter
Section titled “Prompt starter”Verify you are speaking with the intended person before sharing account details. State the organization and reminder purpose. Use only the provided amount and due date. Never request passwords, PINs, OTPs, or full card details. Offer an approved follow-up link or human callback.
Outcomes
Section titled “Outcomes”Record acknowledgement, dispute, callback request, payment commitment date, wrong person, and do-not-contact. Use structured analysis for values that update a finance or CRM system.
Any WhatsApp or SMS payment link must come from an approved template/workflow and trusted domain. Test masked data, wrong-person handling, disputes, and language switching before launch.