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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
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

#WhatsApp

Found: 4 · reset
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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