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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
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Categories
All articles 106 Modules 4 Kanban Settings 9 Classes 5 Main Screen 3 Sales funnel 6 Schedule and Classes 8 Visits and Visit Statuses 1 Employees 9 Students 15 Finance 5 Analytics and Reports 19 Integrations 2 Settings 13 Mailings 5 Notifications 2

#WhatsApp

Found: 8 · reset
UMAI CRM
Звонки
🕒1 min modules
Звонки
Раздел «Звонки» собирает журнал всех входящих и исходящих звонков, совершённых через интеграцию с Aisar: пропущенные вызовы и записи завершённых разговоров.
#WhatsApp #Lead #Employee
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UMAI CRM
Карточка ученика: звонки
🕒1 min Students
Карточка ученика: звонки
Вкладка «Звонки» в карточке ученика отображает звонки, привязанные к этому ученику.
#WhatsApp #Status #Student
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UMAI CRM
Как ученику создать личный кабинет
🕒2 min Students
Как ученику создать личный кабинет
Данная инструкция поможет вам самостоятельно зарегистрироваться в мобильном приложении Umai CRM и получить доступ к личному кабинету.
#WhatsApp #Student
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UMAI CRM
How to set employee access to conversations in Aisar
🕒7 min Settings
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.
#WhatsApp #Access #Employee
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UMAI CRM
How to connect messengers to the system
🕒8 min Integrations
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.
#WhatsApp #Instagram #Chats
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UMAI CRM
WhatsApp Settings
🕒4 min Kanban Settings
WhatsApp Settings
This section is intended for connecting integration with WhatsApp, automating message processing, and using AI tools to analyze correspondence.
#WhatsApp #Chats #AI bot
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UMAI CRM
🕒1 min Settings
Integrations
The tab shows all services and modules that can be integrated with the system to automate work, exchange data, and communicate with clients.
#WhatsApp #Instagram #Chats
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UMAI CRM
🕒4 min Mailings
One-time mailing (WhatsApp / Email)
One-time mailing provides a quick way to contact clients and Leads, allowing you to send information to a specific audience.
#WhatsApp #Broadcast #Template
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