See why Otto emails instead of texting when you follow up on overdue invoices

When you ask Otto to follow up with customers who have overdue invoices, Otto tells you which customers will get an email instead of a text, and why.

Steps

1. Open AI Assistant and start a New Session.
2. Type Follow up everyone overdue.
3. Read Otto's note under the follow-up card.

Result / verify

• A customer who opted out of texts gets their own line, for example: "Jane Smith opted out of texts on Oct 23 (set by the office), so I'll email this follow-up instead." If the customer opted out by replying STOP, the line says "(replied STOP)".
• Customers with no texting consent on file are listed separately.
• If Otto couldn't check a customer's texting consent, it says so and emails that customer instead.