Portfolio
Import a loan book (CSV)
One row per loan. Needed: borrower name, business name, phone, principal, EMI, tenure, next due date. Optional: loan reference, language, loan type, months remaining, NACH (yes/no), risk. Every row is checked first; nothing is opened unless every row is right, and a loan whose reference is already here is skipped.
No accounts match this filter.
Inbox
Every open case that needs a person — payment claims, disputes, requests and system notices — most urgent first, then oldest.
All clear
The inbox is empty — nothing waiting on a person right now.
Quality
How the assistant is checked. The conversation lab replays labelled conversations through the real assistant, tools and safety checks on every change; each case says which policy line it is labelled from. The nightly suites run the real model.
Bank statement
Upload the bank statement (CSV). A credit that names one borrower by account number, phone number or the reference they gave on a payment claim is recorded on its own, and closes that claim. The rest wait here with a best guess.
Waiting for you
Nothing waiting. Every credit on the statements you uploaded is recorded or set aside.
Recently recorded
Policy library
The documents every borrower's answers come from. Upload a policy as a PDF, Word or Markdown file: it is read, checked for text written to instruct an AI, split by its headings, and the assistant answers from it within a minute. A borrower's own loan agreement goes on their profile instead.
In use now
The library is empty: the assistant has no written policy to answer from.