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Kanban Settings
Main sections:
1.1 General settings. Initial Kanban setup:General settingsLead creation
1.2 Board settings
Board parametersLeads distributionWhere to move the card on
conversion
1.3 WhatsApp settings
Integration and LeadsAuto-repliesAI-autofillAI-dialog analysis
1.4 Instagram settings
1.5 Telephony setupAccess to the sectionIntegration SipuniCall mergingNew Lead
1.6 Robots
1.7 AI-botsMainAnswersPermissions in KanbanQuality assessmentContext and prompt
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
UMAI CRM
Robots in Kanban. Clients
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.
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Robots in Kanban. Leads
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.
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Board settings
Board settings
This section defines how the Kanban will work: which stages are displayed, whether their order can be changed, how Leads are distributed among Employees and where the card goes after the deal is closed.
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WhatsApp Settings
WhatsApp Settings
This section is intended for connecting integration with WhatsApp, automating message processing, and using AI tools to analyze correspondence.
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Instagram Settings
Instagram Settings
The section is used to connect the integration with Instagram and to automatically create leads from incoming messages.
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Telephony Settings
Telephony Settings
This section is used to connect SIP telephony and enable automatic handling of calls in the CRM. After setup, incoming calls can create Leads, and repeat contacts can be merged to avoid duplicates.
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Robots
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.
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AI bots
AI bots
AI chat-bots are used for automatic correspondence with clients in Aisar. A bot can answer questions, consult, create Leads and, if necessary, work with Kanban (Канбан): change stages, fill the card and create records.
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General settings. Initial Kanban setup.
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.
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