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.
How to find a customer
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
How to use voice search
How to filter
Tap the + button (left of the search bar)
A small menu pops up with two options: Filters and Upload Data.
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
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:| Column | What it means |
|---|---|
| Name | Tap it (it’s blue) to open the CAM Report tab for that customer |
| Phone | Their main phone number |
| CIBIL | Their credit score (300–900). Higher is better. |
| Age | Calculated from date of birth |
| Gender | M / F / O |
| PAN | Their PAN card number |
| Income | Their monthly income |
| Active | How many loans they currently have running |
| Outstanding | How much money they still owe across all loans |
| Past Due | How much they’re overdue on |
| Status | A dropdown — change it to set the customer’s status |
Change a customer’s status
Open the CAM Report
The CAM Report is a chat where you can ask questions about that customer’s credit and lending fit.Bulk-upload customer data
If you have a spreadsheet of customer info, you can upload it instead of typing each customer manually.Pick the category that matches your file
| Category | What’s in it |
|---|---|
| Personal | Name, DOB, Gender |
| Phone Numbers | Customer ID, phone |
| Email Addresses | Customer ID, email |
| Addresses | Customer ID, address, pincode |
| Identity | PAN, Voter ID, Passport, UID |
| CIBIL Score | Customer ID, score |
| Employment / Bank | Income, bank type |
| Loan Enquiries | Enquiry purpose, amount, date |
| Account Records | Loan amount, balance, DPD |
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
The search bar is empty but I want to see all customers.
The search bar is empty but I want to see all customers.
Set the Limit filter to 50 (or whatever number you want), leave every other filter blank, and tap Search.
My voice search isn't working.
My voice search isn't working.
Check that the microphone permission is on for the browser. In Chrome: tap the lock icon in the address bar → Site settings → Microphone → Allow.
I changed a customer's status by mistake.
I changed a customer's status by mistake.
Just change it back via the dropdown. There’s no “undo” but the change is one tap.
The natural-language search returned weird results.
The natural-language search returned weird results.
The AI does its best but isn’t perfect. Try simpler keywords or use the Filters panel for exact matches.