Priya Shah · 9:31
@ops folio UGI56778. SIP redeem flagged 4d ago.
For businesses where your name is the product
Your reputation answers every message,
even when you don’t.
Clients reach you on WhatsApp, SMS, Instagram and email. Bolo pulls every channel into one inbox, routes each message to the right teammate, and keeps your voice on every reply, whether you sent it or your junior did.
What your client sees
Shah Wealth
your firm · online
My SIP redemption hasn’t reflected in the demat. It’s been 4 days.9:38
Looking into it now. Pulled your folio, checking with the RTA.9:40 ✓✓
Thanks. The amount was ₹2.4L if it helps.9:41
Got it. RTA confirms T+2, settling EOD. I’ll send the NSE ref shortly.9:42 ✓✓
Type a message…
What your team sees · invisible to the client
Nishra Bhatt
WhatsApp · +91 98201 22332
4 days · SIP redemption query · folio UGI56778
Assigned
Team-only thread
Riya M. · 9:33
On it. RTA shows T+2, settling EOD.
You · 9:36
Good. I’ll send Nishra the confirmation.
Works with
- SMS
- Instagram DMs
- Web form
- In-app chat
- Slack (internal)
The inbox
Every channel, one thread, one voice.
WhatsApp, SMS, Instagram, in-app and web all land in the same place. Whoever on your team replies, junior, senior or you, the client hears your voice: your tone, your templates, your sign-off. Click any conversation below.
Click any chat to switch threads Team thread updates with each one
Team thread
A private team thread, alongside every client one.
Ask ops to verify a folio. Loop in the senior partner. Run a clause past counsel. The client never sees the messy middle. They see the finished reply.
- Mentions, attachments, screenshots. Tag a teammate, drop a file ref. They get pinged. The client never sees it.
- Two-way Slack sync. If your team works in
#partners, post once and the reply lands in both places. - Audit-ready by default. Every internal note is timestamped, attributed, and retained alongside the client transcript.
Client sees
Hi, my SIP redemption hasn’t reflected.
Pulling our RTA contact in. Back in a few mins.
OK, thanks.
Confirmed. Funds settle today by 6 PM. Reference: NSE-0429.
Team sees
@ops can you check folio UGI56778. SIP redeem flagged 4d ago.
On it. RTA shows T+2, settling EOD.
Status changed: Waiting on RTA → Resolved
Confirming with Nishra and closing.
Inbound · last 5m
Nishra Bhatt
Marcus Liang
Coastline Exports
Anonymous · web form
Rules
If marked Urgent
→ Partner, page within 5 min
If tagged “Billing”
→ Associate, CC the account owner
If new lead
→ Front desk first, then advisor
Teams
Partner• 1/1
Associates• 3/4
Front desk• 1/2
Routing live · 1.2s median
8 teammates · 0 unrouted in the last 24h
Routing
No message lands without an owner.
Set the rules once. By channel, region, tag, client tier or time-of-day, Bolo picks the right team and the right person before the client finishes typing. Unrouted threads stay on the dashboard until someone owns them.
- Round-robin or weighted. Spread load across the team, or send VIPs straight to the partner.
- Triaged by urgency. Urgent threads page the partner instantly. Standard ones queue with an associate. The front desk handles the rest.
- Re-assign in one click. Drag a thread to another teammate. They get the full context, including the team-only history.
Data flow & control
Privilege, KYC and balances don’t belong in a generic helpdesk.
When the work is regulated, or just confidential, not every teammate should see every client. Bolo gives partners, associates, assistants and counsel exactly the access they need. Everything else is logged.
Field-level redaction
Mask account numbers, AUM, fee schedules and case numbers from anyone who doesn’t need them. PII is encrypted at rest. Every decryption is logged.
Role-based access
Junior agents see the conversation. Senior partners see balances. Compliance sees everything but can’t reply. Roles inherit across teams and clients.
Audit log, always on
Every message sent, viewed, exported or edited is timestamped and attributable. Pull one client’s full history in one click, for them, for counsel, or for the auditor.
Multi-entity workspaces
One firm, multiple practices. Your CA arm shouldn’t see your wealth book. Spin up isolated workspaces with shared identity, under one billing umbrella.
India-hosted deployment
Hosted on Indian cloud, with retention windows you set per client type. Built for how SEBI- and RBI-regulated practices already keep records.
BYO channels & numbers
Bring your verified WhatsApp Business number, your firm’s email domain, your existing SMS provider. Clients never see a “powered by Bolo”. They see you.
Who Bolo is for
One workspace, tuned to how your practice actually answers.
Every category below ships with starter routing rules, templates and access roles tuned to that line of work, so the inbox doesn’t feel like a generic CRM you have to bend into shape.
Lawyers & counsel
Matter-scoped threads. LOA-aware data exports. Privileged team notes never reach the client.
Wealth managers
Folio updates, redemption follow-ups and market notes over WhatsApp, with the senior advisor cc’d on the team thread.
Chartered Accountants
GST notices, audit queries and statutory filings. Every reply traceable to the partner who signed it.
Bookkeepers & SMEs
Month-end pings, vendor invoice approvals and payroll questions, on the channel each client actually answers on.
Creators & influencers
Brand DMs, agent emails, fan threads. Your team replies in your voice. You sign off on what matters.
Insurance advisors
Claim updates, renewal nudges, policy doc retrieval. SMS for the holdouts, WhatsApp for the rest.
Real estate brokers
Listings on Instagram, paperwork on email, walk-throughs on WhatsApp. One client view, one reputation.
Boutique consultancies
Retainers, briefs, deliverables. The partner stays in the loop without being copied on every message.
1
thread per client
across every channel
7
channels in one inbox
WhatsApp, SMS, IG, Email, Web, In-app, Slack
0
orphan threads
unrouted = surfaced on dashboard
100%
of replies attributable
to a teammate, by name
Frequently asked
Answers, in your firm’s voice.
Common questions from partners, ops leads and IT teams evaluating Bolo for a regulated, reputation-led practice.
Which channels does Bolo support?
Bolo lands client conversations from WhatsApp Business, SMS, Instagram DMs, email, your website’s web form and your product’s in-app chat into a single inbox. Slack is supported for internal team threads.
Who is Bolo built for?
Bolo is built for businesses where your name is the product: lawyers and counsel, wealth managers, Chartered Accountants, bookkeepers and SMEs, creators and influencers, insurance advisors, real estate brokers and boutique consultancies, primarily in India.
How does the team-only thread work?
Every client conversation has a private team thread pinned to it. You can loop in ops, partners or counsel with mentions and attachments. None of it is visible to the client. The team thread is timestamped, attributed and retained alongside the client transcript for audit.
Where is the data hosted?
Bolo runs on Indian cloud infrastructure with configurable retention windows per client type. The platform is designed to align with SEBI and RBI record-keeping expectations, with encryption at rest and an audit log on by default.
Can I bring my own WhatsApp Business number?
Yes. Bolo connects to your verified WhatsApp Business API number, your firm’s email domain and your existing SMS provider. Clients never see a “powered by Bolo” tag. They see your firm.
Is Bolo available now?
Bolo is currently in private beta with a small number of Indian firms. You can book a 20-minute walkthrough to see a live message routed end-to-end on your channels.
See it on your channels
Give us 20 minutes. We’ll build your inbox.
A test WhatsApp number and one teammate is all we need. In under 20 minutes, we’ll route a live message end-to-end: your voice, your sign-off, the team thread alongside.
Designed and built in India. In private beta with select firms.