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LumaKol
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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.

5분웹AndroidiPhone모두
이 안내서 보기튜토리얼 4/20
재생을 누를 때에만 플레이어가 YouTube에서 불러와집니다.
  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
    메시지 템플릿
    리드 정보가 자동으로 채워지는, 바로 보낼 수 있는 WhatsApp·SMS·이메일 문구(TPL-01).
    템플릿 추가
    WhatsApp카테고리
    Tried callingWhatsAppIntroduction
    Details as discussedWhatsAppBrochure
    Visit confirmationSMSFollow-up
    변수: {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

완료하면 얻는 것

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

관련 항목

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관련 가이드

Agent tapping an outcome on her phone right after a callLog 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.3분AndroidiPhone웹상담원Agent checking follow-up reminders on her phone at her deskFollow-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.3분AndroidiPhone웹상담원A man drawing an email follow-up flow with one-hour and one-day delays on a whiteboardFollow 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.8분웹소유자 / 관리자

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