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Daily Use

How reps work Even Level day-to-day. Video walkthroughs for the five workflows you will touch most: the dashboard, sequences, calls, SMS, and Pay Now links.

  1. Using the aging dashboard
    Read the buckets, filter by aging, work "My Accounts" only, and export to CSV.
  2. Automated workflows
    Enroll invoices, edit the steps, understand pause-on-reply, and complete on payment.
  3. Making calls
    Browser calling with AI pre-call briefs, mute, keypad, transcript, and call summary.
  4. SMS messaging
    Send texts from the customer record, handle inbound replies, and route notifications.
  5. Pay Now links
    Generate a one-click payment link, share via email or SMS, and watch it clear.