This month at Kolleno, our focus is on giving you more control over your workflows, data, and daily operations. If your team deals with high volumes, these updates are specifically designed to reduce friction and help you work faster at scale.
Let’s dive into what’s new.
🤖 AI-Powered Governance & Insights
AI Control Centre: Gain total visibility and governance over your AI automations. This new operational hub allows you to manage agents, set schedules, review audit logs, and monitor agent unit consumption across Collections, Reconciliation, Reporting, and Policy Analysis without giving up oversight.
Maestro AI: Stop hunting for data across screens and start asking questions in plain language. Maestro is a conversational AI interface that instantly surfaces priorities, flags exceptions, and suggests recommended actions so you can move fast and make decisions.
👓 Actionable Reporting & Visibility
Task Manager Redesign (In Progress): Move through tasks quicker without losing context. We are rolling out a cleaner UI with task categorization to help you group, prioritize, and action work faster.
Carry Invoice Selection: Reduce repetitive clicks by seamlessly carrying your selected invoices across all bulk actions.
Payment Plan Updates: Maintain clear customer communication by easily sending manual emails that include full payment plan details directly from the platform.
Custom Columns: Gain better data visibility and organize your workspace by utilizing custom fields and columns tailored perfectly to your unique data.
⚡ More Flexibility & Control Over Workflows
Test Records Against Workflows: Build precise automations with absolute confidence by testing your records against workflow filters before they go live.
Custom Record Value Trigger: Kick off tailored automations exactly when you need them based on specific custom record values.
Call Made Trigger: Keep momentum going by automatically initiating next steps the moment a call is logged in the system.
Unassign Owner Action: Keep your Task Manager clean and accurate by automatically unassigning record owners when specific workflow criteria are met.
🔗 Enhanced Connectivity & Transparency
MCP Connector: Reduce manual work and make integrations more reliable. The MCP Connector is now live, enabling highly flexible data flow in and out of external systems.
Public Status Page: Get instant peace of mind with full operational transparency. Bookmark this page for real-time system status and incident history tracking.
⏭️ What’s Next?
We are already building an AI-categorized Task Manager and customizable Cash Flow Forecasting, alongside AP Portal integrations, advanced reconciliation rules, Kolleno Files triggers, and monthly customer workshops.
Ready to try these features? 👉 Log into Kolleno
