Get started.

1. Create your workspace

1. 01
   Create an account

   Sign up with email or Google, then complete the sign-in flow.

2. 02
   Name the business

   Create a workspace for the business whose invoices you manage. The agent says this name out loud on every call.

3. 03
   Add your UPI ID

   The same ID you use in GPay, PhonePe or your bank app. Customers pay straight into your account; Chase never holds your money. The name customers see when paying defaults to your business name.

4. 04
   Verify your mobile number

   We send a 6-digit code. This is the number the 7:15 pm daily brief calls, and while you are in test mode it is also the only kind of number Chase will ring.

2. Bring your invoices

Open Debtors and upload a CSV export from your ledger. Confirm explicitly that the rows are your business's ledger customers before importing; Chase records your user identity as the attester. Valid rows enter the queue and rejected row numbers appear afterward. A CSV upload is not a substitute for real contact permission.

• Use Indian mobile numbers that can be normalized to E.164 format.
• Enter invoice amounts in rupees in the CSV; Chase stores integer paise internally.
• Record a truthful contact-consent basis for live calling.
• Review skipped rows and fix them before retrying.

3. Review before contact

Check the ranked queue, open an account dossier, and inspect the call eligibility reason. Use the Lab for a browser practice conversation before a phone rehearsal. Only an explicit action can begin a call; simply opening the dashboard never dials anyone.