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Knowledge Base
Answers to common questions and guides for working with UMAI CRM
Hashtags 33
#WhatsApp8
#Instagram3
#Robot3
#Auto-reminders5
#Broadcast4
#Notifications8
#Access12
#Role3
#Report24
#Permissions4
#Group23
#Dialogs1
#Chats5
#Grade3
#Rating1
#QR1
#Visits10
#Payment26
#Payroll4
#Export2
#Import2
#Status28
#Debt9
#Arrears1
#Lead16
#Manager11
#Teacher19
#Student34
#Employee18
#Metrics17
#Filter11
#AI bot3
#Template5
#Employee
UMAI CRM
Звонки
Звонки
Раздел «Звонки» собирает журнал всех входящих и исходящих звонков, совершённых через интеграцию с Aisar: пропущенные вызовы и записи завершённых разговоров.
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UMAI CRM
Notifications to the Manager
Notifications to the Manager
This section helps the manager learn about mass and irreversible actions performed by employees, for example deleting a large number of payments or students. Such operations may be part of normal work or happen by mistake, so information about them is additionally sent to the manager.
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UMAI CRM
How to activate an employee's personal account
How to activate an employee's personal account
After receiving an invitation, the employee needs to activate their personal account and install the application corresponding to their role
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UMAI CRM
How to grant personal access to an employee
How to grant personal access to an employee
For an employee to sign in to the system, you must first provide their email and send an invitation.
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UMAI CRM
How to set employee access to conversations in Aisar
How to set employee access to conversations in Aisar
In Aisar you can configure which conversations are available to each employee. This is useful if several managers work with clients in the center and you do not want every employee to see all dialogues.
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UMAI CRM
Shift
Shift
This section helps track employees' working hours and record Students' attendance. Here you can open and close a shift, see who is currently working, and manage tablet kiosks for scanning QR codes.
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UMAI CRM
Comments
Comments
In the tab you can leave comments about the Student.
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UMAI CRM
Карточка ученика: история
Карточка ученика: история
Во вкладке отображаются все изменения и действия, связанные с учеником: переписки, смена стадии, действия сотрудников и автоматические события.
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UMAI CRM
Employee card
Employee card
The employee card consolidates all information about a worker in one place. It displays classes, schedule, payments, rates, conducted classes and work schedule.
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UMAI CRM
Schedule
Schedule
This tab displays an employee's Schedule and their work shifts.
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UMAI CRM
Work Schedule
Work Schedule
In this tab you configure the employee's work schedule.
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UMAI CRM
Payouts
Payouts
This tab is intended for recording all financial accruals to an employee.
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UMAI CRM
Rates
Rates
The tab displays an employee's rates used to calculate their payouts. Rates determine the amount an employee receives for providing services or working with clients.
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UMAI CRM
Access
This section is intended for managing system users and assigning them roles.
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UMAI CRM
Company settings
Company settings
The section includes the main parameters for the center's operation.
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UMAI CRM
User
User
The section contains profile personal data and password change settings. It opens via the settings side menu, the first item in the list.
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UMAI CRM
Tasks
This section is intended for creating, assigning, and monitoring the completion of work tasks within the system.
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UMAI CRM
Employees
The section is used to maintain the center's employee database. Employee cards are created here, contact details are stored, and information about the employee's position, specialization, and status is displayed.
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