How a screening provider used AI to revive 7,000 dormant accounts

Squirrels.ai deployed two AI agents that share infrastructure but serve very different revenue motions. Both were trained on the company’s own SOPs and FAQ documents, so the conversations matched the team’s tone and product knowledge.

AI AR Collections Specialist

The agent connects to the company’s NetSuite accounting system via API and pulls a fresh overdue invoice list each week, automatically. It then runs a coordinated outreach sequence across email, SMS, and phone for every overdue customer.

• Multi-invoice consolidation: where a single customer has multiple open invoices, the agent rolls them into one outreach with a single balance summary instead of calling about each invoice separately. This was a specific request from the AR team, and the platform supports it out of the box.
• Auto-stop on response: outreach pauses immediately when a customer pays, promises to pay, or raises a dispute, so no one gets contacted unnecessarily.
• Customer preference rules: Do Not Call, Do Not Disturb, and other opt-out flags are configured up front and respected automatically. Sensitive enterprise accounts can also be excluded from outreach entirely.
• Knowledge base intelligence: the agent answers customer questions in real time using uploaded SOPs and FAQs, rather than escalating every routine question back to the AR team.
• Volume-based pricing: fits the company’s actual weekly volume cleanly, so spend tracks directly to value.

AI SDR for dormant-customer reactivation

The second agent is focused on the 7,000-strong dormant reorder list. It runs personalized, multi-channel outreach to past customers, pitches the current product lineup, and books demos for the sales team.

• Personalized re-engagement: outreach references the customer’s prior product history and pitches relevant new offerings like saliva drug tests and private label background checks.
• Configurable channel mix: for B2B segments where cold calls were known to perform poorly, the agent leans more on email and SMS, with phone reserved for the highest-intent prospects. The mix is tunable per campaign.
• Auto-booked meetings: interested customers receive a meeting link and self-schedule a demo directly into the sales team’s calendar.
• Status updates back to the CRM: contact statuses (interested, meeting booked, not interested) flow back so the sales team has a live signal on the most promising accounts.

Voice quality and customer experience controls

• Upfront AI disclosure: the agent identifies itself as an AI at the start of every call to maintain transparency and trust.
• Branded caller ID: calls display the company name to improve pick-up rates and reduce the chance of being labeled spam.
• Number rotation: multiple outbound numbers are rotated automatically to avoid carrier-level blocking, with each campaign monitored for delivery health.
• No-interrupt windows: the agent can be configured to deliver critical parts of the message without being talked over, which improves comprehension on key points like balance owed or next steps.

Integration with existing tech stack

• NetSuite API integration pulls overdue invoice data into the collections agent automatically each week.
• Sales reps access full call recordings, transcripts, and engagement logs through the Squirrels.ai dashboard so they can prep before following up on hot leads.
• Pilot-first approach: the team is starting with collections, validating ROI, and then expanding to the SDR reactivation campaign in stages.
• NDAs are executed up front, given the sensitivity of background check data, with the platform already operating under similar agreements with major enterprises.