Skip to main content
This is where you find customers. Type a name, a phone number, or even a question in plain English, and the app shows you matching profiles with their credit score, age, income, loans, and past dues.

​
The home screen

When you tap Customer Profile in the sidebar, you see:
  • A big search bar in the middle that says “Search or ask in natural language…”
  • A small + button on its left.
  • A microphone icon on the right (for voice search).
  • A search arrow on the far right.
That’s it. Everything starts here.

​
How to find a customer

1

Type into the search bar

Type any of these:
  • A name: Ramesh Kumar
  • A phone number: 9876543210
  • A question: show me high-income customers with no past dues
2

Tap the search arrow on the right

Or just press Enter on your keyboard.
3

See the results

A table appears with up to 11 columns: Name, Phone, CIBIL, Age, Gender, PAN, Income, Active loans, Outstanding, Past Due, Status.
You can ask in plain Hindi-English mix too. The app understands “loan over 5 lakhs” or “high CIBIL no overdue”.
1

Tap the microphone icon

First time, the browser will ask for microphone permission. Click Allow.
2

Speak clearly

“Show me customers with score above 750 and active home loan.”
3

Wait — the words appear in the search bar

Tap the search arrow to run it.

​
How to filter

1

Tap the + button (left of the search bar)

A small menu pops up with two options: Filters and Upload Data.
2

Tap 'Filters'

A panel opens with these filters:
  • Name — text
  • Phone Number — digits
  • CIBIL Score — min and max numbers
  • Monthly Income — min and max in rupees
  • Gender — Male / Female / Other
  • Active Loans — All / Has loans / No loans
  • Past Due — All / No dues / Has dues
  • Status — All / Approved / Rejected / Pending / etc.
  • Limit — 50 / 1000 / 10000 / All results
3

Set the filters you need

You can set as many as you want. They all apply together (AND).
4

Tap Search

Active filters appear as small chips above the table. Tap the X on a chip to remove that filter.
Range filters (CIBIL, Income) work even if you only fill one side. Min only = “above this number.” Max only = “below this number.”

​
How to read the table

Each row is one customer. From left to right: The far-right of each row has a copy icon — tap to copy the entire row as text (handy for pasting into emails or notes).

​
Change a customer’s status

1

Find the customer in the table

2

Tap the Status dropdown in their row

Pick the new status (Approved, Rejected, Pending, etc.).
3

Done — it saves immediately

No “save” button. The new status is live.

​
Open the CAM Report

The CAM Report is a chat where you can ask questions about that customer’s credit and lending fit.
1

Tap the customer's name (blue) in the table

2

The CAM Report tab opens

You can type questions like “Is this customer fit for a 5-lakh personal loan?” and get an instant answer based on their data.
If you switch tabs or go back to search, your selected customer is forgotten. You’ll need to re-select them.

​
Bulk-upload customer data

If you have a spreadsheet of customer info, you can upload it instead of typing each customer manually.
1

Tap the + button (left of search bar)

2

Tap 'Upload Data'

A list of 9 categories appears.
3

Pick the category that matches your file

4

Each category shows the columns it expects

Read the description before picking your file.
5

Tap the row, pick your CSV or Excel file

A spinner appears while it uploads.
6

Wait for the green checkmark

Done. The new data is searchable instantly.
Your file’s columns must match the category exactly. If they don’t, the upload fails. Match column names to what the description says.

​
Pagination — finding more results

The table shows results in pages. Scroll to the bottom to find page numbers (1, 2, 3, …). Tap a page number to jump to it. If you set the Limit filter to “All”, you’ll see every match — but the table can be very long.

​
Common things people ask

Set the Limit filter to 50 (or whatever number you want), leave every other filter blank, and tap Search.
Check that the microphone permission is on for the browser. In Chrome: tap the lock icon in the address bar → Site settings → Microphone → Allow.
Just change it back via the dropdown. There’s no “undo” but the change is one tap.
The AI does its best but isn’t perfect. Try simpler keywords or use the Filters panel for exact matches.