Live demo → superleap-docpilot.netlify.app
DocPilot is an AI document agent built into Superleap CRM for frontline vehicle-loan officers at NBFCs and fintechs. It automates the end-to-end document collection loop that officers currently handle manually over WhatsApp - from requesting docs and reading them via OCR, to auto-filling the CRM, chasing customers for missing or invalid files, escalating edge cases, and handing off to the officer only when a human decision is needed.
- DocPilot sends the document request over WhatsApp on the officer's behalf
- Customer replies with photos - PAN, Aadhaar, salary slips, ITR, address proof, vehicle RC
- AI reads each document via OCR and validates it in real time
- CRM fields auto-fill - name, PAN, DOB, Aadhaar, income, address - as docs come in
- Issues trigger automated chases - blurry photo, expired doc, wrong period - DocPilot asks the customer to resend
- Edge cases escalate to the officer - name mismatches, ownership anomalies - with one-click approve/reject
- File complete - officer is nudged to trigger the OTP call; no manual data entry done
The prototype is a full interactive walkthrough - research, problem framing, solution design, and a live step-through demo with four real applicant scenarios:
| Applicant | Scenario |
|---|---|
| Rahul Sharma | Aadhaar name mismatch → officer escalation |
| Priya Mehta | Blurry photo → retake → clean run |
| Amit Verma | Expired GST + short ITR → two customer chases |
| Sana Khan | Vehicle RC in father's name → officer approval |
- Vite + React 19
- Tailwind CSS v3
- Framer Motion 12
- lucide-react
npm install
npm run devMIT. See LICENSE.