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Knowledge Base
Answers to common questions and guides for working with UMAI CRM
Hashtags 33
#WhatsApp4
#Instagram3
#Robot3
#Auto-reminders5
#Broadcast4
#Notifications7
#Access11
#Role3
#Report23
#Permissions4
#Group23
#Dialogs1
#Chats5
#Grade3
#Rating1
#QR1
#Visits10
#Payment24
#Payroll4
#Export2
#Import2
#Status28
#Debt9
#Arrears1
#Lead16
#Manager11
#Teacher19
#Student29
#Employee15
#Metrics16
#Filter11
#AI bot3
#Template5
#Auto-reminders
UMAI CRM
How to get started with Umai: setup wizard
How to get started with Umai: setup wizard
The setup wizard helps quickly prepare the system for work after center registration: specify the field of activity, create the first class, add the first student, and configure automatic messages to parents. Completing the wizard takes a few minutes and allows you to start working in the system right away.
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UMAI CRM
Robots in Kanban. Clients
Robots in Kanban. Clients
The "Robots (Роботы)" section in the "Clients (Клиенты)" tab automates communication with Students and Employees: class reminders, payment notifications, birthday greetings and other scenarios. A robot is tied to a funnel stage or to a Student event and triggers automatically, without manager involvement.
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UMAI CRM
Birthday Greeting
Birthday Greeting
This section allows you to automatically send personalized birthday greetings to clients on their birthday.
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UMAI CRM
Payment reminder
Payment reminder
This section allows you to automatically send notifications to clients about upcoming or overdue payments.
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UMAI CRM
Missing Membership
Missing Membership
This section is intended for automatic sending of notifications to clients who are scheduled for a Class but do not have an active Membership. Such messages help remind them in advance to purchase or renew a Membership before the Class.
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