---
title: "Receivables Assistant"
slug: "1730989800"
tags: ["Smart Assistants", "Receivables"]
updated: 2026-09-17T11:41:06Z
published: 2026-09-17T11:41:06Z
canonical: "help.ila.cegid.com/1730989800"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.ila.cegid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Receivables Assistant

- [x] PT
- [ ] ES
- [x] AO
- [x] CV
- [x] MZ
- [ ] ST
- [ ] GW

- [ ] Professional
- [ ] Executive
- [ ] Public Sector
- [ ] Omnia
- [x] Evolution

---

The Receivables Assistant is an Artificial Intelligence solution designed to **optimize the management of Customer and Other Debtor current accounts.**

With this Assistant, you can quickly access **critical information** about Accounts Receivable and run **analyses**, as well as get **insights** into payment and receipt behavior and collection managers' performance, **all in an intuitive way and in real time.**

> [!WARNING]
> To access the business assistant, you must [enable the Cegid Account authentication method](https://help.ila.cegid.com/primavera/docs/en/1730223989), and the [user must have a Cegid Account](https://help.ila.cegid.com/primavera/docs/en/1730394704).

> [!NOTE]
> You interact with the Receivables Assistant using **natural language.** When you ask questions about your business, it will respond in a contextualized way, based on the available sales data.

---

## Access

You can access the Receivables Assistant through its **icon**, located in the top-right corner of the ERP.

Whenever you are working in a window related to current accounts (whether browsing or viewing), the Assistant will show a **message** on its icon indicating that it can help you with current account information. In that case, when you access the Assistant, it will already be **set to the context** of current accounts.

**Note**: although it indicates that it has context information, no information from the window is passed to the Assistant. In other words, this tool **does not have the window's context**, but rather the **global accounts receivable context**, which can also be **customized** and viewed.

---

## Configuring the Context

By default, the Receivables Assistant already comes with an accounts receivable context; however, this context can be **changed and adapted to the needs** of each company or user.

In the Receivables Assistant's configuration creation feature, you can **create additional configurations** and specify **which users have access to them**. However, a user can only have a single configuration.

To create a configuration for the Receivables Assistant, follow these steps:

1. Go to **Marketing & Sales | General | Cegid Pulse | Receivables Configuration**;
2. Click **New** to create a configuration;
3. Specify the configuration's **Code** and **Description**;
4. In the **Users** section, specify which users use the configuration:
  - All;
  - Specific users: in this case, click **Assign** and select the desired users;
5. Enter the **Record Limit** to set the maximum number of entities to be analyzed. If this limit is set too high, it will affect the volume of data and, as a result, Cegid Pulse's performance and usage costs;
6. Specify the **Periods** to analyze:
  - Due for less than X days;
  - Due between X and Y days (4 ranges);
  - Due for more than X days;
7. To set the data to include in the analysis, in the **Include transactions** section, specify:
  - Other debtors;
  - Collection Manager;
  - Salesperson;
8. Click **Save**.

You can view, at any time, the data that will be sent to Cegid Pulse. To do this, go to **Context** and select the **Preview Data** option.

**Note**: you should keep in mind the number of records generated by the configuration, since it will have a direct impact on token usage (reaching the maximum token limit per conversation).

---

## Practical Question Examples

Below are examples of how to ask questions in the Chatbot:

- What are the top 50 customers with debts overdue for more than 60 days?
- Which customers have had funds in their current account for more than 90 days but less than 180?
- Which customers have debts older than 120 days, and which salespeople have them in their customer portfolio?
- Define a collection plan per salesperson for each entity.
- What is the total amount of debts overdue for more than 90 days, by salesperson? Define some actions for more effective collection for each salesperson.
- Assuming I want to reduce overdue customer debt by 35% per customer, give me a list of customers by salesperson to focus the collection process on, in order to achieve this goal.
- Based on the total amount overdue, I need to give each salesperson a sorted table with the 10 most concerning customers in each portfolio, along with a list of actions for the salesperson to take with each customer to collect these amounts.
- Give me a complete list of customers by salesperson with debts overdue for more than 60 days.
- Tell me the distribution of outstanding amounts by salesperson and by payment term.