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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
#Lead
UMAI CRM
Marketing
Marketing
This section helps evaluate the effectiveness of paid advertising. Here you can see how much money was spent, how many leads and sales the advertising brought, and also understand which advertising campaigns work best and which do not pay off.
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UMAI CRM
Robots in Kanban. Leads
Robots in Kanban. Leads
The Robots section automates the manager's actions at stages of the funnel (воронка). A robot is attached to a specific stage and triggers when a Lead enters that stage — immediately or after a set time. For example, it can remind the client about an appointment.
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UMAI CRM
Working with Leads
Working with Leads
After creation the lead appears in the “Kanban of Leads (Канбан лидов)” section at the selected stage. Further work is built around moving the card through stages and recording the manager’s actions.
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UMAI CRM
Board settings
Board settings
This section defines how the Kanban will work: which stages are displayed, whether their order can be changed, how Leads are distributed among Employees and where the card goes after the deal is closed.
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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
Telephony Settings
Telephony Settings
This section is used to connect SIP telephony and enable automatic handling of calls in the CRM. After setup, incoming calls can create Leads, and repeat contacts can be merged to avoid duplicates.
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UMAI CRM
Robots
Robots
This section is used to automate actions in the Sales funnel. Robots perform specified actions when certain conditions occur: they send messages, create tasks, add comments, or notify employees.
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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
Lead card in Kanban
Lead card in Kanban
The card shows the lead's full path within the center. It shows who is handling the client, what stage the deal is at, and which actions have already been completed. The change history allows you to reconstruct the entire workflow.
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UMAI CRM
General settings. Initial Kanban setup.
General settings. Initial Kanban setup.
This section is used to launch and perform the basic setup of the Kanban. Here you enable the Kanban itself, configure automatic notifications, and define how new Leads are created.
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UMAI CRM
Leads Kanban
Leads Kanban
Shows the customer's path from first contact to outcome: sale or rejection. Allows you to understand where Leads get stuck and how many deals are brought to completion.
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UMAI CRM
Creating a New Lead
Creating a New Lead
A new Lead is created directly from the “Kanban of Leads (Канбан лидов)”.
In the desired column click “+ Add”, after which the “New Lead” window will open.
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UMAI CRM
Lead Conversions
The section shows how Leads move through the stages of the Sales funnel: from first contact to deal. This is not just statistics on applications — it is an analysis of where money is lost and at which step the process fails.
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UMAI CRM
Sales funnel
The Sales funnel collects data about current and closed deals. Analyzing this data helps you notice delays in time and allocate resources so that Leads are not lost.
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UMAI CRM
Bookings
The section is used to schedule client visits for trial classes, consultations, and group programs.
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UMAI CRM
Kanban
The section shows movement of Leads through stages of the Sales funnel. It helps you see the current status of each deal, control managers' work, and analyze conversion.
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