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Communication center: how in-platform messaging works

Debitura includes a built-in chat system that connects creditors and collection partners directly on each case. Every message, file, and system note lives in a single thread tied to the case, giving both parties a shared history.

Updated over a week ago

What it is

The communication center is a per-case messaging system embedded in the Debitura platform. Rather than relying on external email threads or phone calls, creditors and collection partners exchange messages inside a dedicated chat thread for each case. The platform creates the thread automatically the first time either party opens the chat for a given case. Both the creditor and the partner see the same conversation in their respective portals.

Why it matters

Centralising communication on the case record prevents information from being lost in separate email inboxes. Every exchange is tied to the case it relates to, so both parties can review the full history at any time. The integrated task system ensures that no message goes unanswered, and automated notifications keep participants informed without requiring them to check the platform constantly.

How it works

Dedicated threads per case type

The platform supports three types of chat threads, each tied to a specific case context:

  • Invoice Chat - for an invoice that is already in collection.

  • Lead Chat - for communication after a partner has quoted on a lead.

  • Invoice Questions Chat - for pre-quote questions about a lead before the partner has submitted a quote.

A thread is created on demand the first time either party opens the chat for the relevant case. There is no need to set up or configure threads manually.

General relationship chat

In addition to case-specific threads, the platform provides a general chat channel on each client-partner relationship page. This thread is not tied to any individual case and is created when a partnership is established. Creditors and collection partners can use it for general enquiries, coordination, or topics that span multiple cases. Messages in the relationship chat also generate tasks for the recipient with a two-business-day due date, following the same rules as case-level threads.

Real-time messaging

Messages appear almost immediately for the other party. Each message shows the sender role (Creditor or Partner) and a timestamp. Attachments can also be shared within the thread.

Automatic task creation

Every chat message generates a New Message task for the other side. This ensures that no question goes unanswered. The task appears in the recipient's Tasks menu and carries a default two-business-day due date. Once the recipient replies, the platform automatically marks the task as solved. For more on how tasks work across the platform, see Tasks in Debitura.

Notifications

The platform notifies each party through different channels:

  • Creditors receive an email notification shortly after a partner writes in the chat. Messages are batched so that a rapid exchange produces a single email rather than one per message.

  • Collection partners see a new task in their task list and receive a daily summary email listing tasks created in the last 24 hours. Separate weekly reminders highlight overdue items.

AI-based auto-resolution of stale tasks

A nightly background job checks open chat tasks. Using a large language model, the platform determines whether a reply is still expected. If the conversation has naturally concluded (for example, a short acknowledgement or a closed topic), the task is auto-resolved. This prevents task lists from filling up with items that no longer require attention.

Notes and calls on the case timeline

In addition to chat messages, collection partners can log notes and phone calls on a case. These entries appear on the case timeline alongside chat messages and system events, giving creditors visibility into partner activity. Notes and calls are created by the partner and are always visible to the creditor. For the full details on notes and calls, see the client guide to contacting a collection partner.

Impact by actor

Client (creditor)

  • Clients access the chat from individual case pages in the Cases section of the creditor portal.

  • Clients receive email notifications when a partner sends a message, batched to avoid excessive emails.

  • Clients can view partner-logged notes and calls on the case timeline but cannot create them.

Collection Partner

  • Partners access the chat from individual case pages in the Cases Received section of the partner portal.

  • Partners receive a New Message task for each new client message, with a two-business-day deadline.

  • Partners receive daily task summary emails and weekly overdue reminders.

  • Partners can log notes and phone calls on the case timeline to document their activity.

Debitura (platform)

  • The platform creates chat threads on demand and generates New Message tasks automatically.

  • A nightly AI-powered job auto-resolves stale chat tasks to keep task lists focused.

What to expect

All case-related communication flows through these chat threads, providing a single shared history for each case. The integrated task system, email notifications, and automated cleanup work together to ensure that messages are seen and responded to promptly. Creditors and collection partners do not need to coordinate outside the platform to discuss case progress.

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