Everything in the DSA panel

Start every day here: tasks, appointments, your route and your alerts.

• Dashboard
• My Tasks
• Appointments
• My Today's Route
• Handed To Me
• Notifications
• Notification Settings

Find, buy, assign and follow up leads and cases, and bring in your own customers.

• My Leads
• Unclaimed Leads
• Assign Leads
• Add My Own Customer
• Import My Leads
• My uploads
• Buy Leads
• Lead Alerts
• My Cases
• Refund Claims
• Corrections To Approve

Your plan, credits, bills, reports, targets and incentives.

• My Plan & Upgrade
• Credits & Bills
• Buy More Credits
• My Reports
• Team Targets
• Staff Incentives
• Connectors
• Connector Payouts
• EMI Calculator

Add your team, set what each person can see, and watch the workload.

• My Team
• Team Workload
• Staff Permissions
• Audit Log
• Team Chat
• Staff Skills & Areas
• Branches
• Departments & Teams
• My Time Off
• Field Team Calendar
• Shift Report

Your company details, loan products, lenders, agreements and response targets.

• Getting Started
• Documents Needed
• My Agreements
• Commission Partner Requests
• Loan Products I Sell
• My Lenders
• Papers We Ask For
• Company Details
• Response Time Targets
• Review Any Case

Email and SMS accounts, automatic messages and the message history.

• Email & SMS Accounts
• Messaging Rules By Stage
• Automatic Customer Emails
• Email History
• Automation Rules

Call customers from the panel, see the call log and manage queues.

• Phone Call Setup
• Call Log
• Call Transcripts Account
• Calling Centre
• Queues & Extensions
• Business Hours
• Calling Centre Log
• Calling Centre Supervisor
• Inbound AI Agent

Chat with customers on your own WhatsApp number, with templates, campaigns and rules.

• WhatsApp Number
• WhatsApp Chats
• WhatsApp Templates
• Message Log
• Quick Replies
• Start a Chat
• WhatsApp Analytics
• WhatsApp Campaigns
• WhatsApp Covers
• WhatsApp Rules
• WhatsApp Health
• WhatsApp Flows

Your profile, help, training and the data you can download.

• API Access
• Field Services Account
• Download My Data
• Inbox
• Help & Support
• Training
• My Profile