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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

#Robot

Found: 3 · reset

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

Robots in Kanban. Leads

🕒7 min Kanban Settings

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.

#Robot #Status #Lead

🕒4 min Kanban Settings

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