가이드
LumaKol 사용법, 단계별 안내
다이어그램과 실제 앱 화면으로 구성된 짧은 튜토리얼입니다. 워크스페이스 만들기부터 녹음으로 코칭하기까지. 역할을 고르거나 처음부터 시작하세요.
LumaKol의 작동 방식
매일 반복되는 하나의 루프: 리드가 들어오고, 상담원이 자신의 번호로 전화하고, 앱이 통화를 기록하고 결과를 묻고, 후속 조치가 예약되며, 관리자는 실제로 일어난 일을 바탕으로 코칭합니다.
- 리드 유입가져오기, 추가, 배정
- 상담원이 앱에서 전화내 SIM, 내 번호
- 통화 기록Android에서 자동
- 결과 + 후속 조치한 번 탭, 10초
- 관리자가 실시간 확인보드, 보고서, 녹음
데이터 흐름
통화는 모바일 네트워크에 머뭅니다. 워크스페이스로 전송되는 것은 통화 기록, 결과, 메모뿐입니다.
상담원 휴대폰
업무용 SIM
모바일 네트워크로 통화
LumaKol 앱
통화 기록 · 결과 확인
동기화· 암호화, 오프라인에도 안전
내 워크스페이스
웹 앱
리드 · 실시간 보드 · 보고서
측정할 수 있는 것
모든 팀이 매주 쓰는 세 가지 보기입니다. 아래 숫자는 예시이며, 실제 숫자는 기록된 통화에서 나옵니다.
일별 통화 수
예시Mon
Tue
Wed
Thu
Fri
Sat
연결됨전체 통화
결과 구성
예시- 관심 있음34%
- 다시 전화22%
- 응답 없음28%
- 관심 없음16%
파이프라인 퍼널
예시- 신규320
- 연락함210
- 관심 있음96
- 검증됨41
- 성사18
시작하기
워크스페이스를 설정하는 소유자용 — 처음부터 끝까지 약 30분.
1Create your workspaceSign up, verify your email and set the basics — country, time zone, currency and calling hours — before anyone else joins.5분웹소유자 / 관리자
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.10분웹소유자 / 관리자
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.4분웹소유자 / 관리자
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.5분웹소유자 / 관리자상담원 앱
Android와 iPhone 상담원용: 설치, 전화, 결과 기록, 후속 조치.
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.5분웹AndroidiPhone모두
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.4분AndroidiPhone웹모두팀 관리
팀 리더와 관리자용: 실시간 보드, 보고서, 녹음, 정책.
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.6분웹소유자 / 관리자
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.6분웹소유자 / 관리자
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.7분웹소유자 / 관리자
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.4분웹AndroidiPhone소유자 / 관리자
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.9분웹소유자 / 관리자
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”.6분웹Android소유자 / 관리자
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.7분웹소유자 / 관리자
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.8분웹소유자 / 관리자
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.6분웹모두
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.6분웹소유자 / 관리자
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.9분웹소유자 / 관리자
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.4분웹소유자 / 관리자계정 및 결제
요금제, 언어, 세션, 내보내기, 삭제.
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.5분웹소유자 / 관리자
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.2분웹AndroidiPhone모두
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.4분웹AndroidiPhone모두