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LumaKol
Programu ya wakala

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.

Dakika 5WavutiAndroidiPhoneKila mtu
Tazama mwongozo huuSomo 4 kati ya 20
Kicheza hupakiwa kutoka YouTube pale tu unapobonyeza cheza.
  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
    Violezo vya ujumbe
    Maandishi tayari kutumwa kwa WhatsApp, SMS na barua pepe yenye maelezo ya mteja tarajiwa yaliyojazwa kiotomatiki (TPL-01).
    Ongeza kiolezo
    WhatsAppKategoria
    Tried callingWhatsAppIntroduction
    Details as discussedWhatsAppBrochure
    Visit confirmationSMSFollow-up
    Vigezo: {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

Utakachokuwa nacho mwishoni

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

Zinazohusiana

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Miongozo inayohusiana

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.Dakika 3AndroidiPhoneWavutiWakalaAgent 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.Dakika 3AndroidiPhoneWavutiWakalaA 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.Dakika 8WavutiMmiliki / msimamizi

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