Umai CRM › Knowledge Base

Knowledge Base

Answers to common questions and guides for working with UMAI CRM

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All articles 98 Modules 3 Kanban Settings 9 Classes 5 Main Screen 3 Sales funnel 7 Schedule and Classes 8 Visits and Visit Statuses 1 Employees 9 Students 11 Finance 4 Analytics and Reports 18 Integrations 2 Settings 12 Mailings 5 Notifications 1

#AI bot

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AI Dialogue Analysis

🕒1 min Analytics and Reports

AI Dialogue Analysis

The section is intended for automatic analysis of conversations with clients using AI. It shows the total number of dialogues and their distribution by sentiment: positive, neutral, negative, and problematic.

#Report #Dialogs #AI bot

WhatsApp Settings

🕒4 min Kanban Settings

WhatsApp Settings

This section is intended for connecting integration with WhatsApp, automating message processing, and using AI tools to analyze correspondence.

#WhatsApp #Chats #AI bot

🕒4 min Kanban Settings

AI chat-bots are used for automatic correspondence with clients in Aisar. A bot can answer questions, consult, create Leads and, if necessary, work with Kanban (Канбан): change stages, fill the card and create records.

#Chats #Lead #AI bot