ChatLedger.ai › Platform Solutions

Three capabilities. One compliant platform.

ChatLedger brings automated archival, intelligent orchestration, and unified oversight to every WhatsApp group your teams operate — configured around your existing workflows, not the other way around.

No cookie-cutter deployment. Every implementation is shaped to fit your organisation.

Schedule a Consultation →
📂 Document Vault 🤖 Intelligent Orchestration 📊 Operations Dashboard 🔗 Integration & Security
📂 Capability 1

Automated Document Vault

Every file, image, and video shared in any WhatsApp group is automatically captured, classified, and archived — with full metadata including sender identity, role, timestamp, and group context. No manual uploads. No missed documents.

  • 📄
    Universal capture PDFs, photos, videos, voice notes, and documents all archived automatically the moment they're shared in the group.
  • 🏷️
    Smart classification AI identifies document type — KYC, income proof, claim evidence, agreement — and tags it against the correct case record.
  • 🔍
    Full-text search Search across all archived documents by case ID, participant name, document type, date range, or content keyword.
  • 📋
    Audit-grade metadata Every record carries sender WhatsApp ID, device info, group context, and chain-of-custody timestamps for regulatory submissions.
  • ☁️
    Secure cloud storage Files stored in encrypted enterprise cloud storage with configurable retention policies and geo-restriction for data residency compliance.
See use cases →

📂 Vault — LN-4821 · Priya Mehta

8/8 Complete
📄
Salary_Slip_Mar2026.pdf
Priya Mehta (Client) · KYC Document
Verified
🖼️
Aadhaar_Front_Back.jpg
Priya Mehta (Client) · Identity
Verified
📄
BankStatement_Q1.pdf
Priya Mehta (Client) · Financial
Verified
📄
ITR_FY2024_FY2025.pdf
Priya Mehta (Client) · Tax Records
Verified
📝
LoanAgreement_Signed.pdf
Amit Sharma (RM) · Agreement
Verified
🔒 Encrypted · ISO 27001 Archived 2 min ago
🤖 Capability 2

Intelligent Orchestration

ChatLedger monitors every group in real time. When documents are received, checklists updated, or SLAs approached, the platform takes action automatically — sending reminders, escalating to supervisors, and keeping workflows on track without manual intervention.

  • ✅
    Checklist automation Define document requirements per case type. AI tracks submissions against the checklist and nudges when items are missing or overdue.
  • ⏰
    SLA monitoring & escalation Configurable SLA thresholds at case level. Automatic escalation to supervisors when cases approach or breach defined timelines.
  • 🔔
    Smart follow-up sequences Graduated reminder cadences — polite nudge at 24hrs, firm reminder at 48hrs, supervisor alert at 72hrs. Fully customisable per template.
  • 🔗
    Webhook & API triggers Fire external system events when group milestones are reached — update your CRM, LMS, or core banking system automatically.
  • 🛡️
    Anomaly detection Flags unusual patterns — unexpected participants, off-hours document sharing, metadata inconsistencies — for compliance review.
See how it's configured →

🤖 Automation Rules · Loan Processing

6 Active
TRIGGER · Document received
📄 Auto-classify & archive document
→ Tag by type · Update checklist · Notify underwriter
TRIGGER · 48hrs since document requested
⏰ Client reminder — documents pending
→ Send WhatsApp reminder · Log in audit trail
TRIGGER · Checklist 100% complete
✅ Forward to underwriting queue
→ Webhook to LMS · Notify RM · Update dashboard
TRIGGER · SLA breach — 7 days open
🚨 Escalate to Branch Manager
→ Supervisor alert · Flag on dashboard · Log incident
TRIGGER · Unexpected participant joined
🛡️ Compliance anomaly detected
→ Alert compliance team · Suspend auto-sends
📊 Capability 3

Operations Dashboard

A unified command centre across every active WhatsApp group. Track case status, document completeness, participant engagement, and SLA health at a glance. Filter, search, and drill into any group in seconds.

  • 👁️
    Live group overview See all active groups, their current stage, document completion %, and last activity — updated in real time.
  • 🔎
    Advanced filtering Filter by status, date range, branch, relationship manager, document completion, or SLA risk. Cross-search any record instantly.
  • 🖼️
    Media gallery per group Browse all photos, videos, and documents shared in any group — with metadata, sender info, and download access.
  • 📈
    Performance analytics Track processing time trends, document collection rates, SLA compliance, and RM throughput over any time period.
  • 📤
    Export & reporting Generate compliance reports, audit logs, and case summaries for regulators, auditors, or management review.
Back to overview →

📊 Loan Operations Dashboard

Live · Updated now
142
↑ 12 this week
Active Groups
94%
↑ 3% vs last month
Doc Completion
2.4d
↓ 1.8d improvement
Avg Processing
Recent Activity
LN-4821 · Priya M.
Under Review
8/8 docs
LN-4819 · Rahul S.
Docs Collection
6/8 docs
LN-4815 · Meena K.
⚠ SLA Risk — 5 days
4/8 docs
Integration & Security

Enterprise-ready from day one

Built on enterprise-grade cloud infrastructure with ISO 27001 architecture, full audit logging, and flexible integration options for your existing systems.

Integration Methods

Connect ChatLedger to your existing loan management, CRM, or operations platform through your preferred integration method.

🔗
REST API
Trigger group creation, retrieve case data, and push events from any system. Full OpenAPI specification provided.
📡
Webhooks
Receive real-time push events when documents arrive, milestones complete, or SLAs are breached. Signed with HMAC-SHA256.
📥
CSV / Bulk Import
Upload lead files directly from your CRM or LMS. Groups auto-create with the right participants and templates applied.
🔌
No-Code Flow
Trigger invite-link delivery and follow-up sequences through configurable messaging flows — no integration code required.

Compliance & Security

ChatLedger is built for regulated industries. Every design decision prioritises data integrity, auditability, and access control.

🔐
ISO 27001
Architecture certified to ISO 27001 information security standards.
📋
Full Audit Log
Every action logged with actor, timestamp, and before/after state. Tamper-evident.
🏦
RBI / SEBI Ready
Communication archival meets RBI and SEBI record-keeping guidelines.
🔒
End-to-end Encryption
Data encrypted in transit (TLS 1.3) and at rest (AES-256) within our certified cloud infrastructure.
👤
Role-based Access
Granular permissions — operations staff, compliance, management, and read-only auditors.
⏱️
99.9% Uptime SLA
Global edge network with automatic failover and geographic redundancy. Monitored 24/7 with incident SLAs.

See ChatLedger in your environment

Our team will map your current workflows to the platform and show you exactly what's possible in 60 minutes.

Schedule a Consultation →