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PRODUCT GUIDE / 01

Meet Chase.

From an unpaid invoice to a respectful, trackable follow-up.

What Chase does

Chase helps an Indian business manage overdue invoices. It ranks the next accounts to contact, supplies context to a Bolna voice agent, records what happened, and shows the owner what needs attention. Bolna runs the conversation; Chase owns the receivables workflow around it.

THE CHASE LOOP01 — 05
01Invoice ledger
02Chase queue
03Bolna voice
04Outcome & actions
05Owner brief

Your workspace

One workspace represents one business. Your dashboard combines the call queue, debtor accounts, conversations, conduct decisions, owner briefs, and AI improvement proposals. The owner controls billing and team invitations.

  • Dashboard: today’s queue, money and live activity.
  • Debtors: invoice balances, history and Contact Dossier.
  • Calls and Compliance: conversation evidence and why a call was allowed or blocked.
  • Brief and AI Ops: daily summary, model activity and prompt proposals.

Understand the demo labels

The public landing-page walkthrough is illustrative. A console message, sample account, or simulated payment is labelled as such. It does not mean a WhatsApp message was delivered or money moved. Real calls and delivery require provider configuration and the contact gate.

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