Your AI Employee knows every lead, every file, every deadline. Ask it anything — eligibility, next steps, best bank match — and get instant answers. It drafts replies, triggers follow-ups, and completes tasks while your team sleeps.
Type 'What's Rajesh Kumar's loan eligibility?' or 'Show me pending files' and get instant answers. The AI employee understands plain English and Hinglish, queries your CRM database, and returns structured responses with actual data — names, amounts, statuses, dates. It's like having a team member who has memorized every lead and file.
Your AI employee doesn't just answer questions — it takes action. Create callbacks, schedule follow-ups, search across leads and files, attach documents, and check pipeline stats. All through natural language. The AI uses a tool registry that maps natural language requests to CRM operations, respecting role-based permissions.
Upload a document to the AI chat and it processes it instantly. Using Azure Document Intelligence, OCR vision, and GPT-4o-mini, it extracts key fields, identifies document type, and suggests where to attach it. PAN cards, Aadhaar, bank statements, ITR forms — the AI reads them all and presents extracted data with confidence scores.
A sleek floating chat widget sits in the corner of your dashboard. Click to expand, type your question, and get answers instantly. The widget supports file attachments (PDF, images up to 10MB), typing indicators, message history, and expandable view. Quick suggestion buttons help you get started: 'This week's leads', 'Pending files', 'Today's tasks'.
The same AI employee is available on WhatsApp and the web dashboard. Message your WhatsApp business number from your phone and get the same intelligent CRM access. Session history persists for 24 hours on web and 30 minutes on WhatsApp. Whether you're at your desk or in the field, your AI assistant is always one message away.
AI responses aren't plain text — they're formatted with bold headings, bullet points, code blocks, and structured data. Eligibility results show income, FOIR, CIBIL score, and recommended lenders in a clean format. Pipeline stats show counts per stage. Every response is designed to be scannable and actionable.
