Quickstart

Get Started with Command

Welcome aboard! This guide will take you from zero to productive in just a few minutes. Whether you’re an agent making your first call, a manager setting up your team, or a developer integrating via the API — we’ve got you covered.

Before you begin, make sure you have:

A modern web browser (Chrome, Edge, or Firefox recommended)
Your login credentials from your administrator
A stable internet connection (required for Voice Dialer)

The Onboarding Flow

Here’s a quick look at what your first session will look like:

Step 1: Log In to Command

Open Command

Navigate to command.cleargrid.ai in your browser (or staging.cleargrid.ai for the staging environment). You’ll see the login screen.

Enter Your Credentials

Type in the email address and password provided by your organization’s administrator. If this is your first time, you’ll be prompted to set a new password.

Complete Two-Factor Authentication

If your organization has enabled 2FA, you’ll receive a verification code on your registered device. Enter the code to continue.

Land on the Dashboard

Once authenticated, you’ll be taken directly to your personalized dashboard. Welcome to Command!

If you’ve forgotten your password, click the “Forgot Password” link on the login screen. A reset link will be sent to your registered email address. Contact your administrator if you don’t receive it.

Step 2: Navigate the Dashboard

Your dashboard is your home base. Here’s what you’ll see:

Key Metrics

Total deals, monthly comparisons, and stage distribution are displayed front and center so you always know where things stand.

Recent Activity

A live feed of the latest borrower interactions, deal updates, and team activity — updated in real time.

Sidebar Navigation

Access all major sections: Dashboard, Borrowers & Deals, WhatsApp Inbox, Email Tickets, Reports, and Settings.

Quick Search

Press Ctrl + K at any time to search for borrowers, deals, or tickets instantly from anywhere in the app.

Pin the sections you use most to the top of your sidebar for faster access. Your layout preferences are saved automatically.

Step 3: Your First 5 Minutes

Depending on your role, here’s what we recommend doing first:

Agent
Manager
Developer

Your mission: Connect with borrowers and move deals forward.

Check Your Assigned Deals

Go to Borrowers & Deals and filter by Assigned to Me. This shows every deal on your plate.

Review Top-Priority Borrowers

Sort by Last Contact Date to find borrowers who haven’t been reached recently. These are your highest-priority follow-ups.

Make Your First Contact

Open a borrower’s profile and choose a channel — WhatsApp for a quick message, Voice for a direct call, or Email for a formal follow-up.

Update the Deal Stage

After your interaction, move the deal to the appropriate stage on the Kanban board. Keeping stages current helps your whole team stay aligned.

Your mission: Integrate your systems with Command via the API.

Get Your Credentials

Contact ClearGrid to receive your lender identifier, email, and password for the API. You’ll get credentials for both staging and production environments.

Authenticate

Call the Lender Login endpoint to obtain your access token and refresh token.

curl -X POST https://stage-v3-api.cleargrid.ai/admin/auth/{lender}/login \
  -H "Content-Type: application/json" \
  -d '{"email":"your@email.com","password":"your_password"}'

Push Your First Account

Use the Create & Update Account endpoint to send account data to Command.

curl -X POST https://stage-v3-api.cleargrid.ai/admin/v3/lenders/{lenderPublicId}/accounts \
  -H "Authorization: Bearer <access_token>" \
  -H "Content-Type: application/json" \
  -d '{
    "accounts": [{
      "status": 1,
      "debtorCompanyId": "test_customer_001",
      "firstName": "Test",
      "lastName": "User",
      "language": "en",
      "accountId": "TEST-001",
      "subAccountId": "TEST-001-01",
      "principal": "1000",
      "interest": "0",
      "fees": "0",
      "paidAmount": "0",
      "loanType": 4
    }]
  }'

Verify in Command

API Integration Quick Reference

For developers integrating via the API, here’s a quick reference of available endpoints:

Endpoint	Method	Description
`/admin/auth/{lender}/login`	POST	Authenticate and obtain access token
`/admin/auth/{lender}/refresh-token`	POST	Refresh an expired access token
`/lenders/{id}/accounts`	POST	Create, update, or withdraw accounts
`/lenders/{id}/accounts/update-status`	POST	Update account statuses (disputed, do-not-contact)

Staging Environment

API: stage-v3-api.cleargrid.aiCRM: staging.cleargrid.aiUse for development and testing.

Production Environment

API: v3-api.cleargrid.aiCRM: command.cleargrid.aiUse for live operations.

Account Lifecycle

Accounts in Command flow through a defined lifecycle managed via the API:

Status	Operation	Description
`1`	Create	Onboard a new account or sub-account into Command
`2`	Update	Reflect payments, fee changes, or data corrections
`3`	Withdraw	Remove or cancel an account/sub-account
`5`	Disputed	Mark an account as disputed
`6`	Do Not Contact	Block all communications for a customer

Communication Channels

Command brings all your communication channels into one unified experience:

WhatsApp
Email
SMS
Voice

Best for: Quick follow-ups, payment reminders, and informal conversations.

Open the borrower’s profile and click the WhatsApp icon
Type your message in the chat window
Use message templates for pre-approved content
Press Enter to send — you’ll see delivery and read receipts in real time
All messages are automatically logged to the borrower’s timeline

WhatsApp messages require a pre-approved template for the first outbound message in a 24-hour window. After the borrower responds, you can send freeform messages.

Keyboard Shortcuts

Speed up your workflow with these handy shortcuts:

Shortcut	Action
`Ctrl + K`	Open quick search
`Ctrl + N`	Create new deal
`Ctrl + Shift + M`	Open WhatsApp inbox
`Esc`	Close modals and panels
`Enter`	Open selected deal
`Ctrl + Enter`	Send message in chat

Next Steps

You’re all set! Dive deeper into the features that matter most to your workflow:

Dashboard Analytics

Understand your metrics and track team performance with real-time analytics.

Borrower Management

Learn how to manage borrower profiles, accounts, and interaction history.

Communication Hub

Master multi-channel outreach across WhatsApp, Email, SMS, and Voice.

Voice Dialer

Set up browser-based calling and learn the dialer controls.

Email Tickets

Manage inbound email tickets with smart threading and team collaboration.

API Reference

Integrate your systems using the Command API.

Need Help?

Our support team is available Monday-Friday, 9 AM - 6 PM GST. Reach out at support@cleargrid.com or visit our help center.

Need Help?

Getting Started

Features

Get Started with Command

The Onboarding Flow

Step 1: Log In to Command

Step 2: Navigate the Dashboard

Key Metrics

Recent Activity

Sidebar Navigation

Quick Search

Step 3: Your First 5 Minutes

API Integration Quick Reference

Staging Environment

Production Environment

Account Lifecycle

Communication Channels

Keyboard Shortcuts

Next Steps

Dashboard Analytics

Borrower Management

Communication Hub

Voice Dialer

Email Tickets

API Reference

Getting Started

Features

​Get Started with Command

​The Onboarding Flow

​Step 1: Log In to Command

​Step 2: Navigate the Dashboard

Key Metrics

Recent Activity

Sidebar Navigation

Quick Search

​Step 3: Your First 5 Minutes

​API Integration Quick Reference

Staging Environment

Production Environment

​Account Lifecycle

​Communication Channels

​Keyboard Shortcuts

​Next Steps

Dashboard Analytics

Borrower Management

Communication Hub

Voice Dialer

Email Tickets

API Reference

Need Help?

Get Started with Command

The Onboarding Flow

Step 1: Log In to Command

Step 2: Navigate the Dashboard

Step 3: Your First 5 Minutes

API Integration Quick Reference

Account Lifecycle

Communication Channels

Keyboard Shortcuts

Next Steps