Call real customers.

Test mode and live mode

Every workspace starts in test mode. Chase will only dial numbers you have verified with a 6-digit code, so you can hear the agent on your own phone first. Live mode lets Chase call the customers you have recorded a reason to contact. You switch between the two yourself in Settings → Calling; nobody at Chase has to do it for you.

The go-live checklist

1. 01
   Business name and owner

   Filled in when you created the workspace. The agent uses both on the call.

2. 02
   Your own mobile verified

   Settings → Calling → Send code. This also unlocks the 7:15 pm daily brief call.

3. 03
   UPI ID and the name customers see

   Needed so the agent can send a payment link that collects into your account.

4. 04
   Choose how customers are told who is calling

   Either the agent says it at the start of every call — your business name, that it is an AI assistant, and an offer to stop calling — or a WhatsApp/SMS notice goes out first, where a message channel is connected.

5. 05
   Hear one call yourself

   Add one of your own accounts, press Call now while still in test mode, and listen to the whole conversation.

6. 06
   One customer with a recorded reason

   You state this when importing a CSV or adding an account: your ledger customer, under contract, a prior relationship, or explicit consent.

When every item is ticked, confirm the one-line attestation and press Turn on live calling. Chase records who turned it on, when, and which checks passed, in the compliance ledger.

Verified numbers

Your verified numbers belong to your workspace alone. Add your own mobile and a colleague's, label them so you recognise them, and remove any you no longer want Chase to reach. They stay useful after you go live: a verified number is also what lets you try a change safely.

• A 6-digit code proves the number, and only its hash is stored.
• A code expires in 10 minutes and allows five attempts.
• The owner number cannot be removed from the list while it is the brief number.
• Turning a workspace back to test mode stops customer calls immediately.

Stopping

Switch back to test mode at any time; queued customer calls stop being dialled. A customer who asks the agent to stop is recorded as opted out permanently, in both stages, and no setting re-enables them.