FynexDocumentation

Guides, reference and best practices for managing your AI-powered collection operations. Fynex automates collections end-to-end with conversational AI and a configurable strategy engine.

Get Started

API Reference

Upload & Manage

Import your accounts from CSV or Excel, filter by status, and drill down into each case.

Automate Outreach

Create strategies with multi-step action sequences across WhatsApp, voice, email and SMS.

Monitor Results

Real-time dashboard with KPIs, channel metrics, and activity feed.

Handle Exceptions

Escalated cases queue with full context so your team resolves issues faster.

Getting Started

Welcome to Fynex. Fynex automates your collections end-to-end with conversational AI and a configurable strategy engine — you recover more, spend less, with full control. This guide walks you through the initial setup so you can start recovering debt with AI agents.

Onboarding

When you first sign up, Fynex takes you through a step-by-step onboarding wizard:

Organization — Enter your company name, type, and country.
Tone — Choose the communication style for your agents (formal, cordial, or friendly).
Channels — Select which channels you want to use: WhatsApp, voice, email, SMS.
Strategy — Pick a predefined collection strategy or create your own later.
Portfolio — Upload a CSV or Excel file with your accounts (optional — you can do this later).
Review & Activate — Confirm your settings and activate your organization.

TIP

You can complete the portfolio upload later from the Portfolio page. The onboarding only requires organization details to activate.

What's Next

Once your organization is active, you'll land on the Dashboard. From there you can:

Upload your portfolio to import accounts.
Configure strategies to define how agents contact debtors.
Set up channels to connect Twilio, Resend, and ElevenLabs.
Launch campaigns to start automated outreach.
Monitor results on the real-time dashboard.