Guias
Como usar a LumaKol, passo a passo
Tutoriais curtos com diagramas e telas reais do app — da criação do espaço de trabalho ao coaching com gravações. Escolha sua função ou comece pelo topo.
Como a LumaKol funciona
Um ciclo, todo dia: os leads chegam, os agentes ligam dos próprios números, o app registra a ligação e pede o resultado, o follow-up é agendado e os gestores orientam com base no que realmente aconteceu.
- Leads chegamImportar, adicionar, atribuir
- Agente liga pelo apppróprio SIM, próprio número
- Ligação registradaautomaticamente no Android
- Resultado + follow-upum toque, dez segundos
- Gestores veem ao vivopainel, relatórios, gravações
Por onde os dados passam
As ligações ficam na rede móvel. Só o registro da ligação, o resultado e as notas vão para o espaço de trabalho.
Celular do agente
SIM de trabalho
ligações pela rede móvel
App LumaKol
registra ligações · pede o resultado
Sincronização· criptografada, segura offline
Seu espaço de trabalho
App web
leads · painel ao vivo · relatórios
O que você pode medir
Três visões que toda equipe usa semanalmente. Os números abaixo são exemplos; os seus vêm das ligações registradas.
Ligações por dia
ExemploMon
Tue
Wed
Thu
Fri
Sat
AtendidasTodas as ligações
Distribuição de resultados
Exemplo- Interessado34%
- Retornar ligação22%
- Não atendeu28%
- Sem interesse16%
Funil do pipeline
Exemplo- Novo320
- Contatado210
- Interessado96
- Qualificado41
- Ganho18
Primeiros passos
Para o proprietário que configura o espaço de trabalho — cerca de 30 minutos do início ao fim.
1Create your workspaceSign up, verify your email and set the basics — country, time zone, currency and calling hours — before anyone else joins.5 minWebProprietário / administrador
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 minWebProprietário / administrador
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 minWebProprietário / administrador
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 minWebProprietário / administrador
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 minWebLíder de equipe / administradorO app do agente
Para agentes no Android e iPhone: instalar, ligar, registrar resultados, fazer follow-up.
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 minWebAndroidiPhoneTodos
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 minAndroidiPhoneWebTodosGerenciar a equipe
Para líderes de equipe e administradores: painel ao vivo, relatórios, gravações, políticas.
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 minWebAndroidiPhoneLíder de equipe / administrador
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 minWebLíder de equipe / administrador
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 minWebAndroidLíder de equipe / administrador
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 minWebProprietário / administrador
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 minWebProprietário / administrador
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 minWebProprietário / administrador
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 minWebAndroidiPhoneProprietário / administrador
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 minWebProprietário / administrador
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 minWebAndroidProprietário / administrador
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 minWebProprietário / administrador
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 minWebProprietário / administrador
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 minWebTodos
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 minWebProprietário / administrador
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 minWebProprietário / administrador
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 minWebProprietário / administradorConta e cobrança
Planos, idiomas, sessões, exportações e exclusão.
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 minWebProprietário / administrador
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 minWebAndroidiPhoneTodos
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 minWebAndroidiPhoneTodosDê à sua equipe um CRM que captura cada chamada
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