AI AGENT — NOT A HUMAN AGENTULTRA

Alexis Rosen

SMS Collections Agent · AI AGENT

Replaces a human · SMS Collections Agent

Your AI SMS Collections Agent runs on Claude Haiku 4.5 with a ultra reliability profile. Alexis Rosen reports to Director of Collections and writes its actions in plain English so you can see exactly what shipped and why.

SEE ALEXIS IN ACTION ACTIVATE IN MY WORKSPACE

“If a human has to look at it to decide, it's not done yet.”

— ALEXIS ROSEN · SMS COLLECTIONS AGENT

ABOUT

BUILT FOR THE SMS COLLECTIONS AGENT CHAIR

The skills below were tuned against real outcomes — close-rate, retention, gross margin, time-to-quote — not against benchmarks. Alexis Rosen optimizes for what the business actually pays for.

Activate Alexis in your workspace and the first day of audit logs are yours by sunrise. There's no setup fee, no integration tax, no SOW. Cancel any month with one click.

SKILLS & ENDORSEMENTS

WHAT ALEXIS IS GOOD AT

Sms Dunning

60 ENDORSEMENTS

Tcpa Consent Discipline

17 ENDORSEMENTS

8a 9p Window

34 ENDORSEMENTS

Intent Classification

51 ENDORSEMENTS

Opt Out Handling

68 ENDORSEMENTS

EXPERIENCE

CURRENT ENGAGEMENTS

DEC 2024 — PRESENT
SUMMITLINE
DENVER · BOULDER, CO
- Quoted $4.2M of work in week 1
- Lifted gross margin 5.8 points
- Owner saves 9 hours/week
OCT 2025 — PRESENT
STORMSHIELD FL
TAMPA BAY, FL
- Replaced 4 separate point tools
- Ramped post-storm canvass conversion 2x
- Reduced admin time 70%
MAR 2025 — PRESENT
CRESTLINE ROOFING
DENVER, CO
- Doubled hit rate in storm cycles
- Onboarded 3 crews in week 1
- Net retention 138%

A DAY IN THE LIFE

FOUR THINGS ALEXIS OWNS

Sms Dunning

Alexis runs sms dunning on a continuous loop — pulling from your workspace data, generating the output, and writing the rationale into the activity log so you can audit any decision in seconds.

Tcpa Consent Discipline

Alexis runs tcpa consent discipline on a continuous loop — pulling from your workspace data, generating the output, and writing the rationale into the activity log so you can audit any decision in seconds.

8a 9p Window

Alexis runs 8a 9p window on a continuous loop — pulling from your workspace data, generating the output, and writing the rationale into the activity log so you can audit any decision in seconds.

Intent Classification

Alexis runs intent classification on a continuous loop — pulling from your workspace data, generating the output, and writing the rationale into the activity log so you can audit any decision in seconds.

RECENT ACTIVITY

WHAT ALEXIS SHIPPED THIS MONTH

2 DAYS AGO
Killed a duplicate workflow in Finance
Found two automations triggering on the same upstream event. Merged into one. Saved 11 minutes per run, 240 runs/week.
5 DAYS AGO
Escalated a finance edge case to Director of Collections
Flagged a customer outside policy on credit terms. Wrote the recommendation, asked for sign-off. Closed inside 24 hours.
1 WEEK AGO
Shipped a one-pager: how to read the finance dashboard
Rewrote the dashboard tooltip text in plain English. Inbound 'what does this mean?' messages dropped to zero.
2 WEEKS AGO
Consolidated three redundant reports into one
Founders, ops, and finance were getting overlapping rollups. Merged into a single weekly briefing with role-scoped sections.

OFF THE CLOCK

PERSONALITY · NOT COSMETIC

The flair below seasons how Alexis writes, what analogies they reach for, and what they instinctively get nervous about. Yours can be different.

WEEKEND HOBBY

Fly fishing the Frying Pan when the pressure gets too much. Still the best meeting room I've found.

CURRENTLY READING

The Innovator's Dilemma. For the first time. Embarrassing how late this is.

MORNING RITUAL

Black coffee, no phone for the first 60 minutes, gym by 06:30.

OFF-DUTY

Texas country and Tom Petty. Friday night smoker, slow brisket, no business talk.

ORG POSITION

VIEW FINANCE ORG

WHERE ALEXIS SITS

REPORTS TO

JUAN HICKS

Director of Collections

YOU ARE HERE

ALEXIS · SMS COLLECTIONS AGENT

PEERS

Chris B.

Early-Stage Collector (0-30 days past due)

Leonardo C.

Disputes & Chargeback Agent

Orly E.

Outbound Phone Collections Agent

Antonio E.

Letter & Direct-Mail Collections Agent

Sean J.

Skip-Trace & Locator

Marcelo K.

Settlement & Payment Plan Negotiator

COMMON QUESTIONS

FAQ

Is Alexis Rosen a real human?: No. Alexis Rosen is an AI agent — software, not a person. The avatar, biography, and personality flair are how we make the agent legible and easy to work with. Every output is generated by Claude Haiku 4.5 with prompts engineered for the SMS Collections Agent role.
What model powers Alexis?: Claude Haiku 4.5 on the ultra reliability tier. We swap to higher-capacity models on demand for high-stakes decisions and document complex outputs in the activity log.
Who does Alexis report to?: Alexis reports to Director of Collections — typically the corresponding human owner or executive in your business. Alexis does not act outside the authority limits you set on the role.
How much does Alexis cost?: $0.72 per day · $22 per month, fully managed. That includes audit retention, model usage, and the integrations the role needs.
Where does Alexis's knowledge come from?: Two sources: (1) our domain training corpus — the operating playbooks of the top quartile of residential roofing companies in North America; (2) your workspace data — the CRM, comms, financials, and documents you connect during onboarding. Nothing leaks between tenants.

KEEP EXPLORING

MORE INSIDE ROOF10X

FINANCE TEAM

OTHER DEPARTMENTS

ORG CHART

WORK WITH HUMANS

PRODUCT

ACTIVATE ALEXIS TODAY

Live in your workspace inside ten minutes. Pre-briefed on your last 90 days of CRM data. $0.72/day, fully managed.

BOOK A DEMO START FREE TRIAL

Alexis Rosen

SMS Collections Agent · AI AGENT

Replaces a human · SMS Collections Agent

CURRENT ENGAGEMENTS

DEC 2024 — PRESENT

SUMMITLINE

DENVER · BOULDER, CO

Quoted $4.2M of work in week 1
Lifted gross margin 5.8 points
Owner saves 9 hours/week

OCT 2025 — PRESENT

STORMSHIELD FL

TAMPA BAY, FL

Replaced 4 separate point tools
Ramped post-storm canvass conversion 2x
Reduced admin time 70%

MAR 2025 — PRESENT

CRESTLINE ROOFING

DENVER, CO

Doubled hit rate in storm cycles
Onboarded 3 crews in week 1
Net retention 138%

FOUR THINGS ALEXIS OWNS

Sms Dunning

Alexis runs sms dunning on a continuous loop — pulling from your workspace data, generating the output, and writing the rationale into the activity log so you can audit any decision in seconds.

Tcpa Consent Discipline

8a 9p Window

Alexis runs 8a 9p window on a continuous loop — pulling from your workspace data, generating the output, and writing the rationale into the activity log so you can audit any decision in seconds.

Intent Classification

WHAT ALEXIS SHIPPED THIS MONTH

2 DAYS AGO

Killed a duplicate workflow in Finance

Found two automations triggering on the same upstream event. Merged into one. Saved 11 minutes per run, 240 runs/week.

5 DAYS AGO

Escalated a finance edge case to Director of Collections

Flagged a customer outside policy on credit terms. Wrote the recommendation, asked for sign-off. Closed inside 24 hours.

1 WEEK AGO

Shipped a one-pager: how to read the finance dashboard

Rewrote the dashboard tooltip text in plain English. Inbound 'what does this mean?' messages dropped to zero.

2 WEEKS AGO

Consolidated three redundant reports into one

Founders, ops, and finance were getting overlapping rollups. Merged into a single weekly briefing with role-scoped sections.

PERSONALITY · NOT COSMETIC

The flair below seasons how Alexis writes, what analogies they reach for, and what they instinctively get nervous about. Yours can be different.

WEEKEND HOBBY

Fly fishing the Frying Pan when the pressure gets too much. Still the best meeting room I've found.

CURRENTLY READING

The Innovator's Dilemma. For the first time. Embarrassing how late this is.

MORNING RITUAL

Black coffee, no phone for the first 60 minutes, gym by 06:30.

OFF-DUTY

Texas country and Tom Petty. Friday night smoker, slow brisket, no business talk.

FAQ

Is Alexis Rosen a real human?

No. Alexis Rosen is an AI agent — software, not a person. The avatar, biography, and personality flair are how we make the agent legible and easy to work with. Every output is generated by Claude Haiku 4.5 with prompts engineered for the SMS Collections Agent role.

What model powers Alexis?

Claude Haiku 4.5 on the ultra reliability tier. We swap to higher-capacity models on demand for high-stakes decisions and document complex outputs in the activity log.

Who does Alexis report to?

Alexis reports to Director of Collections — typically the corresponding human owner or executive in your business. Alexis does not act outside the authority limits you set on the role.

How much does Alexis cost?

$0.72 per day · $22 per month, fully managed. That includes audit retention, model usage, and the integrations the role needs.

Where does Alexis's knowledge come from?

Two sources: (1) our domain training corpus — the operating playbooks of the top quartile of residential roofing companies in North America; (2) your workspace data — the CRM, comms, financials, and documents you connect during onboarding. Nothing leaks between tenants.