Sales Assistant
A sales and relationship manager assistant that helps field and branch teams act faster.
SA
Sales Assistant
online
Create Lead Rajesh Kumar +91xxxxxxxxxx 2Cr
Solutions
One operating layer for
AI-native lending
Help lending teams work faster, make informed decisions, and adopt AI responsibly through one connected suite.
Loan Products
Implemented across diverse lending products.
Every loan product works differently. Build journeys that fit each product's requirements — while keeping execution consistent, governed, and scalable.
/01
Business Loan
/02
Loan Against Property
/03
Home Loan
/04
Auto Loan
/05
Micro Loan
/06
Education Loan
Capabilities
AI-powered capabilities built into everyday lending
Reduce manual effort, improve decision quality, and help teams move faster — with intelligence and governance built into the way work happens.
Smart Document AI
AI-assisted document intelligence for extracting, classifying, validating, and reconciling documents.
GST_Statement_Q4.pdf
Task Co-pilots
Context-aware assistants built into the platform to help users find answers, take actions, and generate insights.
Why is the Approve button disabled?
Experience Gallery
Role-centric experiences for the people behind every lending journey
Build experiences that help each user see, decide, and act with clarity.
/01 · Role
Relationship Manager
A workspace for lead capture, customer onboarding, document collection, follow-ups, and application initiation.
Designed for — Speed, customer context, and reduced back-and-forth.
Full Product Suite
Where workflows, roles, systems, and AI come together
With AI agents as native participants in how work gets done.
Process Modeller
Define how work runs
Copilot
Process Modeller
Design workflows, configure rules, and evolve processes using a structured, version-controlled system.
Experience Studio
Design role-specific experiences
Copilot
Experience Studio
Compose interfaces tailored to roles and tasks without breaking the underlying system logic.
Masters Data Manager
Manage business rule configurations
Copilot
Masters Data Manager
Centralize and control business rules and reference data with versioning and traceability.
Workspace
Where work gets done
Copilot
Workspace
Role-specific interfaces to manage tasks, make decisions, and move workflows forward.
Support
Resolve, assist, and unblock work
Copilot
Support
Unified view of issues, queries, and requests across workflows with complete visibility into history and context.
Mission Control
Monitor, analyze, and act
Copilot
Mission Control
Real-time visibility into business metrics, process performance, and risks with the ability to act, not just observe.
Test Manager
Ensure quality before production
Copilot
Test Manager
Define, run, and monitor test scenarios across workflows.
User Access Manager
Control who can do what
Copilot
User Access Manager
Define roles, permissions, and access hierarchies ensuring secure and governed operations at scale.
Integration Broker
Connect systems and data
Copilot
Integration Broker
Build and manage integrations across internal and external systems.
Get started
Build lending journeys that fit your business.
Bring products, roles, workflows, and AI into one connected way of working.