Guide
Come usare LumaKol, passo dopo passo
Brevi tutorial con diagrammi e schermate reali dell’app: dalla creazione dello spazio di lavoro al coaching dalle registrazioni. Scegli il tuo ruolo o parti dall’inizio.
Come funziona LumaKol
Un unico ciclo, ripetuto ogni giorno: arrivano i lead, gli agenti chiamano dai propri numeri, l’app registra la chiamata e chiede l’esito, il follow-up viene pianificato e i responsabili fanno coaching su ciò che è successo davvero.
- Arrivano i leadImporta, aggiungi, assegna
- L’agente chiama dall’appla sua SIM, il suo numero
- Chiamata registrataautomaticamente su Android
- Esito + follow-upun tocco, dieci secondi
- I responsabili la vedono in tempo realebacheca, report, registrazioni
Dove passano i dati
Le chiamate restano sulla rete mobile. Solo il record della chiamata, l’esito e le note arrivano allo spazio di lavoro.
Telefono dell’agente
SIM di lavoro
chiamate sulla rete mobile
App LumaKol
registra le chiamate · chiede l’esito
Sincronizzazione· cifrata, sicura anche offline
Il tuo spazio di lavoro
App web
lead · bacheca live · report
Cosa puoi misurare
Tre viste che ogni team usa ogni settimana. I numeri qui sotto sono esempi; i tuoi arrivano dalle chiamate registrate.
Chiamate al giorno
EsempioMon
Tue
Wed
Thu
Fri
Sat
ConnesseTutte le chiamate
Distribuzione degli esiti
Esempio- Interessato34%
- Da richiamare22%
- Nessuna risposta28%
- Non interessato16%
Funnel della pipeline
Esempio- Nuovo320
- Contattato210
- Interessato96
- Qualificato41
- Vinto18
Per iniziare
Per il titolare che configura lo spazio di lavoro: circa 30 minuti in tutto.
1Create your workspaceSign up, verify your email and set the basics — country, time zone, currency and calling hours — before anyone else joins.5 minWebTitolare / amministratore
2Set up your pipeline, call outcomes and fieldsStages describe where a lead is; outcomes describe what happened on a call and what should happen next. Get these right and the app does the paperwork.10 minWebTitolare / amministratore
3Start from an industry pipeline templateReady-made stages, call outcomes, custom fields and an opening script for your kind of business. Apply one in a click, apply another later, and nothing you already have is deleted.4 minWebTitolare / amministratore
4Invite your team and choose rolesAgents and team leads use seats; up to three owners, admins, billing admins and viewers are free. Invite by email, or by mobile number for agents who do not use email.5 minWebTitolare / amministratore
5Import leads and assign themUpload the sheet your team already uses, map its columns, skip duplicates and invalid numbers, and deal the leads out to agents.8 minWebTeam leader / amministratoreL’app per gli agenti
Per gli agenti su Android e iPhone: installa, chiama, registra gli esiti, fai i follow-up.
Install the Android app and set up your work SIMSign in with the same mobile number, walk through the permission steps, pick the SIM you call from, and let the app start capturing.6 minAndroidAgente
Start calling from the queueThe queue hands you the next lead — the one most worth calling right now, by its lead score — with the script beside the Call button.4 minAndroidiPhoneAgente
Lead scores: call the best leads firstEvery open lead gets a score from 0 to 100 with the reasons beside it, so your queue and your lists put the leads most worth a call right now at the top.3 minAndroidiPhoneWebAgente
Log a call outcomeOne tap for what happened, a follow-up that is already filled in, an optional note and the questions your team defined. Ten seconds, every call.3 minAndroidiPhoneWebAgente
Follow-ups and remindersEvery promised callback in one list — overdue in red, today, the next seven days — with reminders on the phone at the right time.3 minAndroidiPhoneWebAgente
Call scripts and WhatsApp / SMS / email templatesAdmins write scripts and templates once; agents see the right script beside the Call button and send a filled-in message in one tap, logged on the lead.5 minWebAndroidiPhoneTutti
Track field visits with check-in and check-outCheck in when you reach a customer and check out when you leave. The location is read once at each moment, compared with the lead’s saved location, and every stop shows up on the day’s route.4 minAndroidiPhoneWebTutti
Attendance, breaks and check-inA tap to start the day, typed breaks, a tap to end it — so the live board and attendance reports reflect real working time.3 minAndroidiPhoneWebAgente
iPhone: assisted callingiOS does not expose the call log, so the iPhone app tracks the calls you start from it and asks for the outcome when you come back — with a reliability label on every call. The iPhone app is coming to the App Store.5 miniPhoneAgente
Scan business cards into leadsPoint the phone at a business card and the Add a lead form fills itself in — name, numbers, email, company and job title — read on the phone, with the photo never uploaded.3 minAndroidiPhoneAgenteGestisci il team
Per team leader e amministratori: bacheca live, report, registrazioni, regole.
Run the day from the live boardWho is available, on a call, on a break or idle right now, with today’s calls, outcomes and overdue callbacks per person — fed by the phones, not by reports.4 minWebAndroidiPhoneTeam leader / amministratore
Reports: funnel, workload, outcomes, coaching and attendanceWhat each report answers, where the numbers come from, and the ones worth a look every week — including the Coaching view for managers and revenue from quotes.6 minWebTeam leader / amministratore
Call recordings and review scorecards: coaching from real callsLumaKol does not record audio itself. Where the phone’s dialer records calls, the app links the file to the lead and uploads it; managers score calls on one shared scorecard, and agents see the feedback.5 minWebAndroidTeam leader / amministratore
Calling policy and lead data protectionHours checked before the dial, attempt limits and retry delays; a “Requested no contact” outcome that closes the lead and can block further calls; number masking, recording access and screenshot blocking for the data.6 minWebTitolare / amministratore
Put a lead form on your websiteA form somebody fills in and the lead is already in the calling queue, carrying its source and tags — as a link you can share anywhere, or as HTML you paste into your own site.6 minWebTitolare / amministratore
Add live chat to your website and answer from the Chats inboxOne line of code puts a chat bubble on your site. Visitors leave their name and mobile number, your team replies from the Chats inbox, and every chat is saved as a lead you can call.7 minWebTitolare / amministratore
QR code posters and walk-in leadsPrint a QR code for your counter, stand or brochure so visitors fill in your lead form themselves, and log the people you meet in person with one tap on the source.4 minWebAndroidiPhoneTitolare / amministratore
Connect Google Ads, IndiaMART, JustDial and your website as lead sourcesNew enquiries arrive in LumaKol on their own, go to the right person and ring their phone — nobody copies leads from portals, inboxes or sheets.9 minWebTitolare / amministratore
Turn missed calls into leadsA missed call from a new number on an agent’s work SIM becomes a lead with a callback due, owned by the agent whose phone rang. Off by default, Android only, and personal numbers stay out with “Not a lead”.6 minWebAndroidTitolare / amministratore
Automate lead handling with rulesWhen something happens to a lead, and it matches, LumaKol does the actions for you — passing on leads nobody called, chasing overdue follow-ups and tidying up after unanswered calls.7 minWebTitolare / amministratore
Follow up automatically with sequencesTimed steps after a lead is added: emails that send themselves, WhatsApp and SMS reminders with the text ready, and call tasks for the owner — ending when the lead answers, is won or is lost.8 minWebTitolare / amministratore
Send quotes and get paid by UPICreate a quote on a lead, share the link on WhatsApp, and let the customer accept it and pay straight to your UPI ID — with the deal value and revenue updating as it happens.6 minWebTutti
Set monthly sales targets and read the month-end forecastGive each caller a monthly goal for calls, connected calls, deals won and revenue. Everyone sees whether they are ahead or behind as the month runs, and Reports adds what revenue the month is likely to close at.6 minWebTitolare / amministratore
Connect your own software with the API and webhooksA key your tool uses to read and write leads and calls, and webhooks that push events to your own endpoint the moment they happen. Both live in Settings → API & webhooks.9 minWebTitolare / amministratore
See your follow-ups in Google, Apple or Outlook CalendarOne private link puts every promised callback into the calendar you already keep open, with the number, the stage and the last outcome on it.4 minWebTitolare / amministratoreAccount e fatturazione
Piani, lingue, sessioni, esportazioni ed eliminazione.
Plans, seats and billingHow the trial works, which roles use seats, how to subscribe, change, pause or cancel, and where invoices and tax details live.5 minWebTitolare / amministratore
Languages, time zone and appearanceLumaKol ships in 33 languages. Each person picks their own; the workspace sets the default. Dark mode lives in the mobile apps.2 minWebAndroidiPhoneTutti
Sessions, data export and account deletionSign out other devices, export what your role allows, and delete an account — from the app or by request — with what happens to the data spelled out.4 minWebAndroidiPhoneTuttiDai al tuo team un CRM che registra ogni chiamata
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