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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
#Chats
UMAI CRM
How to connect messengers to the system
How to connect messengers to the system
The Aisar section consolidates the center’s communication channels in one place. Here you connect WhatsApp, Instagram and other messengers that are later used for correspondence, mailings and automation.
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UMAI CRM
WhatsApp Settings
WhatsApp Settings
This section is intended for connecting integration with WhatsApp, automating message processing, and using AI tools to analyze correspondence.
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UMAI CRM
Instagram Settings
Instagram Settings
The section is used to connect the integration with Instagram and to automatically create leads from incoming messages.
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UMAI CRM
AI bots
AI bots
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.
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UMAI CRM
Integrations
The tab shows all services and modules that can be integrated with the system to automate work, exchange data, and communicate with clients.
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