Intelligent assignment of customers to field executives

In cases of customers getting added via a central lead-gen process, assigning the right field executive remains a challenging manual process. we are solving this by automatically assigning customers based on geographical context through pin-code.

This feature can be enabled via configuration. And applies to customers getting added via App or APIs.

Activity History and Profile of your team members now on the App

Now you can view the following information of your direct or indirect team members on the app as well:

• Activity History with Map view
• Assigned Customers
• Attendance
• Visit Schedule

Drive quicker adoption with actionable team filters on the App

Now you can filter/search your team members based on following criteria on the app itself:

• InActive Users
• No Recent Login
• Designation/Role
• Not registered on the app

AI-powered Fraud-proof KYC Process for India

We are introducing all-mobile-workflow for onboarding customers backed with the fastest and safest KYC process that includes the following features:

• App-based capturing of KYC documents with image-to-text(OCR) recognition
• AI-powered detection of image tampering and picture match
• Validation of documents against government records 

The convenience of Chat based Support extended to all users on App and Portal

Now chat-based support got extended to all users and not just Admins, making it convenient to chat even while you are working on other things.

Miscellaneous bug fixes and improvements

Simplified visual campaigns by merging Campaigns and Guidelines

Refresh customer profile by pulling down the screen