ChatLedger.ai › How It Works

From consulting call to live operations in one week

Four steps — each shaped around your existing workflows. We connect to your systems, configure around your processes, and go live without asking your teams to change how they work.

Book Your Week-1 Call →
1
Step One

Connect your WhatsApp Business account

We link your existing WhatsApp Business account to the Ambient Intelligence platform. If you don't have a WhatsApp Business API account yet, our team handles the full provisioning as part of onboarding — no additional vendor relationships required from your side.

📱
WhatsApp Business API We connect to your existing WhatsApp Business account or provision a new one. Phone number verification and webhook configuration handled entirely by our team.
🔒
Role-based access & SSO Set up admin, operations, compliance, and read-only auditor roles. SSO via Google Workspace or Microsoft Entra supported out of the box.
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API key & credential handoff Your team receives API keys, webhook endpoints, and the OpenAPI spec. Integration with your CRM or LMS begins the same day.
⏱ Day 1–2 · Half-day effort from your team

🔗 Connection Setup

Connected
WhatsApp Business API
POSTapi.chatledger.ai/v1/groups
{
  "name": "Loan #LN-4821 — Priya M.",
  "participants": [
    "919876543210", "919123456789"
  ]
}
✓
WhatsApp Connected
✓
Webhook Active
3
Roles Configured
SSO
Entra ID Linked
2
Step Two

Configure group templates and automation rules

This is where ChatLedger is shaped to fit your organisation — not the other way around. We work with your team to define group structures, document requirements, automation rules, and compliance settings that reflect the way you already operate. Nothing is imposed; everything is agreed collaboratively.

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Group templates per workflow Create templates for each use case (Loan Processing, Claims, Advisory). Each template defines participant roles, naming conventions, and welcome messages.
✅
Document checklists Define the required document set per case type. AI monitors incoming files against the checklist and updates completion status automatically.
⚙️
Automation rules & SLA thresholds Set reminder cadences, escalation paths, and SLA timers. Configure what triggers what — document receipt, inactivity, checklist completion, and more.
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Compliance settings Enable ISO 27001 archival mode, RBI/SEBI communication logging, and data retention policies that match your regulatory requirements.
⏱ Day 3–5 · Primarily handled by Ambient Intelligence team

⚙️ Template Builder — Loan Processing

Draft
Participants
🧑
Customer
Added via API · invite link sent
Required
👔
Relationship Manager
Assigned from staff directory
Required
📊
Underwriter
Auto-assigned by loan type
Required
Document Checklist (8 items)
KYC ID Salary Slips ×3 Bank Statement ITR ×2 Utility Bill + 3 more
3
Step Three

Activate — groups create automatically as leads arrive

With connection and templates in place, the platform runs itself. When a new lead enters your CRM, LMS, or is pushed via API, ChatLedger creates the WhatsApp group, invites all participants, and begins automation — with no manual action required.

⚡
Instant group creation on trigger API call or webhook event → group created in under 5 seconds. Correct template applied based on case type or metadata passed in the payload.
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Automatic participant invitation Invite links sent to client via SMS or WhatsApp through automated messaging flows. Staff added directly. Group ready and live before the client even joins.
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Automation starts immediately Document archival active from first message. Checklist tracking begins. SLA clock starts. No additional configuration needed per group.
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Bi-directional system sync Events in the group (documents received, milestones hit, SLA alerts) fire webhooks back to your LMS or CRM in real time — keeping all systems in sync.
⏱ Day 6–7 · Go live with first real cases

⚡ Live Activity Feed

Streaming now
✅
Group created — LN-4822 · Anita R. Loan Processing template · 3 participants added
now
📄
Document archived — LN-4821 Salary_Slip_Apr.pdf · KYC · Priya Mehta
1m ago
📋
Checklist updated — LN-4821 8/8 complete · Forwarded to underwriting
2m ago
⏰
Reminder sent — LN-4815 · Meena K. 48hr follow-up · ITR documents pending
5m ago
🚨
SLA alert — LN-4810 · Vijay S. 7-day threshold · Escalated to Branch Manager
12m ago
🔗
Webhook fired — LN-4808 closed LMS updated · Group archived · Audit log sealed
18m ago
4
Step Four — Ongoing

Optimise — intelligence surfaces bottlenecks week by week

The Operations Dashboard becomes your management tool. Track processing trends, identify bottlenecks by branch or RM, spot cases at SLA risk before they breach, and use the data to improve templates and automation rules continuously.

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Processing time trends Track average end-to-end processing time by case type, RM, branch, or period. Identify where time is being lost and which changes have the greatest impact.
🎯
SLA compliance reporting Monthly and weekly SLA breach reports, segmented by team and case type. Export for compliance submissions or management review.
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AI-powered recommendations The platform identifies patterns — e.g., clients in a particular city consistently miss ITR submission — and suggests automation rule adjustments to address them.
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Continuous template refinement Update templates, checklists, and automation rules at any time with no downtime. Changes apply to new groups immediately while existing groups continue uninterrupted.
⏱ Week 2 onwards · Self-serve via dashboard

📈 Performance — Loan Processing

Last 30 days
2.4d
↓ 1.8d vs prior month
Avg document collection time
94%
↑ 3% vs prior month
Checklist completion rate
98%
↑ 2% vs prior month
SLA compliance rate
340
↑ 12% vs prior month
Cases processed
Weekly volume
W1
W2
W3
W4
Integration Options

Connect from any system

ChatLedger works with your existing technology stack. Choose the integration method that fits your technical capability and timeline.

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REST API

Trigger group creation, retrieve case data, push documents, and listen for events through a clean REST API. Full OpenAPI 3.0 specification included. SDKs for Node.js, Python, and Java available.

OpenAPI 3.0 HMAC-signed Rate limited Sandbox env
📡

Webhook Events

Receive real-time push notifications when key events occur — group created, document archived, SLA breached, case closed. Signed with HMAC-SHA256. Retry logic built in for reliability.

Real-time HMAC-SHA256 Auto-retry Event log
📥

CSV Bulk Import

Upload lead files directly from your CRM export, loan origination system, or spreadsheet. Groups auto-create for each row. No developer required — operations teams can run this themselves.

No-code option Template mapping Validation report Bulk status
Common Questions

Everything you need to know

No. If you don't have a WhatsApp Business API account, our team handles the full provisioning process as part of onboarding. This typically takes 1–2 business days for phone number verification. If you already have a WhatsApp Business account, we connect to it directly — usually within hours.
The Day 1 call is a 90-minute working session. We map your existing workflows (which cases, which teams, which documents), identify 2–3 high-priority use cases to start with, agree the group templates and automation rules, and confirm your integration method. You leave with a clear implementation plan and a dedicated Slack channel with our team.
For REST API integration, most teams complete the connection in 2–4 hours of developer time. We provide the full OpenAPI spec, a sandbox environment, and code examples for the most common trigger events. For CSV import (no-code option), there's no integration work required — operations staff can upload files directly from day one.
Yes. ChatLedger runs on enterprise cloud infrastructure with geo-restriction configured to your required data residency region. For Indian financial institutions, data is stored and processed within our Mumbai region. Data residency confirmation is included in your service agreement.
Existing groups are not affected. ChatLedger creates new, dedicated groups for new cases going forward. We do not access, modify, or archive content from groups that were created outside the platform. Existing manual groups can continue to operate as before — we typically recommend running ChatLedger groups in parallel for new cases before fully transitioning.
Fully. Every automation rule, reminder message, escalation path, and SLA threshold is configurable per template. You can use different rules for different case types (e.g., retail loans vs. business loans), different branches, or different customer segments. Changes take effect immediately for new groups, with no downtime.
All plans include a dedicated customer success manager, a shared Slack channel with our engineering team, and a 99.9% uptime SLA. Your CSM conducts a monthly optimisation review — analysing your usage data and recommending improvements to templates and automation rules. Priority support SLAs (4hr response) are available on enterprise plans.

Ready to start your week-one setup?

Book a 90-minute consulting call and leave with a complete implementation plan tailored to your workflows.

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