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LumaKol
エージェントアプリ

Call scripts and WhatsApp / SMS / email templates

Admins 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 分WebAndroidiPhone全員
このガイドを見るチュートリアル 4／20
再生を押したときにだけ、プレーヤーが YouTube から読み込まれます。
  1. 1

    Write scripts for stages and sources

    Setup → Call scripts. A general script applies everywhere; a script for a stage or a lead source overrides it. Use Insert variable to add the lead’s details — {{first_name}}, {{company}}, {{agent}}, {{org}} or any custom field — and they are filled from the lead when the agent reads it.

  2. 2

    Create message templates

    Setup → Message templates. Each template has a channel (WhatsApp, SMS or email), a category such as Introduction or Brochure, and a body with the same variables. Keep the library small: Tried calling, Details as discussed, Visit confirmation, Reminder.

    lumakol.com/app/app/templates
    メッセージテンプレート
    リード情報が自動で埋まる、すぐ送れるWhatsApp・SMS・メールの文面（TPL-01）。
    テンプレートを追加
    WhatsAppカテゴリ
    Tried callingWhatsAppIntroduction
    Details as discussedWhatsAppBrochure
    Visit confirmationSMSFollow-up
    変数: {first_name} {agent} {org} {product}
  3. 3

    The agent sees the script on the lead

    On the queue card and on the lead, the script that matches the lead’s stage and source is shown with the values filled in, so the opening line is ready before the dial.

    Lead detail with Call, WhatsApp and SMS buttons
    Lead detail on Android: Call, WhatsApp, SMS
  4. 4

    Send a message in one tap

    On the lead, tap WhatsApp, SMS or email. Pick a template, edit the text if needed and tap Open in WhatsApp (or Messages, or Mail). The send happens in that app from the agent’s own number; LumaKol logs “WhatsApp sent · Details as discussed” on the timeline.

    1. Pick template
    2. Edit if needed
    3. Open in WhatsApp / SMS / Mail
      from the agent’s number
    4. Logged on the lead
    Templates keep messages consistent and on the record

完了するとできること

  • Scripts that match stage and source, filled in per lead
  • A template library agents use daily
  • Every message logged on the timeline

関連情報

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