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Umai CRM › Knowledge Base

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
Categories
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

#Notifications

Found: 7 · reset
UMAI CRM
Robots in Kanban. Clients
🕒8 min Kanban Settings
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.
#Robot #Auto-reminders #Notifications
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UMAI CRM
Robots
🕒4 min Kanban Settings
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.
#Robot #Notifications #Lead
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UMAI CRM
General settings. Initial Kanban setup.
🕒2 min Kanban Settings
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.
#Notifications #Access #Lead
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UMAI CRM
Missing Membership
🕒2 min Mailings
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.
#Auto-reminders #Notifications #Payment
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UMAI CRM
Information blocks
🕒1 min Main Screen
Information blocks
Lists that require the administrator's attention are located in the central part of the screen.
#Notifications #Debt #Metrics
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UMAI CRM
🕒1 min Notifications
Notifications
The section is used to send messages to clients and Leads. It allows you to inform about important events, remind about Payment, congratulate Students on their birthday, and notify about the absence of a Membership.
#Broadcast #Notifications #Template
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UMAI CRM
🕒2 min Main Screen
Main screen
The Main screen is a workspace that gathers the center’s key metrics and provides quick access to the system’s main sections.
#Notifications #Report #Metrics
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