Upload source files
CSV, PDF, JPEG, or PNG. Multiple files, up to 10 MB each.
Connect to see upload progress.
Import Retail Receivables
Upload a UTF-8 CSV with external_id, invoice_number, customer_name, issue_date, due_date, amount, and currency. Use INR for the India pilot.
Invoices Awaiting Review
Open this tab to load invoices.
Provider connections
Open this tab to check connection setup.
Collection draft schedule
Opt in to daily draft creation. Staff still review and approve every draft before sending.
SIMULATED payment links
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WhatsApp inbox / sandbox
Signed inbound messages pause matching cases until staff reviews them. Replies require a recent customer message.
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Provider events needing review
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Agent status and limits
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Only internal case notes and collection drafts can run automatically. All customer replies require staff review and an explicit send.
Agent proposals
Open this tab to load proposals.
Draft versions & approval
Editing creates a new version. Approval records the exact version and hash.
Open this tab to review draft versions.
Control
Ledger, SIMULATED payments, audit, policy, and provider settings.
Meta key assignment
Connect to load slot status.
Owner action queue
Next action per case, derived from case state.
Agent activity
Specialist tasks with retries, pauses, and outcomes.
Sandbox outbox
No messages queued.
Advanced existing controls