指南
LumaKol 分步使用教程
配有图示和真实应用界面的简短教程——从创建工作区到借助录音辅导团队。选择你的角色，或从头开始。
LumaKol 如何运作
每天运转的一个循环：线索进来，坐席用自己的号码拨打，应用记录通话并询问结果，预约跟进，经理根据实际发生的情况进行辅导。
- 线索进入导入、添加、分配
- 坐席在应用中拨打自己的 SIM，自己的号码
- 通话被记录在 Android 上自动完成
- 结果 + 跟进一键操作，十秒完成
- 经理实时查看看板、报表、录音
数据流向
通话始终在移动网络上进行。只有通话记录、结果和笔记会传到工作区。
坐席的手机
工作 SIM 卡
通过移动网络通话
LumaKol 应用
记录通话 · 询问结果
同步· 加密，离线也安全
你的工作区
网页应用
线索 · 实时看板 · 报表
你可以衡量什么
每个团队每周都会用到的三个视图。以下数字仅为示例；你的数字来自记录的通话。
每日通话数
示例Mon
Tue
Wed
Thu
Fri
Sat
已接通全部通话
结果构成
示例- 有意向34%
- 回电22%
- 无人接听28%
- 无意向16%
销售漏斗
示例- 新建320
- 已联系210
- 有意向96
- 已确认41
- 成交18
入门
适合设置工作区的所有者——全程约 30 分钟。
1Create your workspaceSign up, verify your email and set the basics — country, time zone, currency and calling hours — before anyone else joins.5 分钟网页所有者 / 管理员
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 分钟网页所有者 / 管理员
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 分钟网页所有者 / 管理员
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 分钟网页所有者 / 管理员
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 分钟网页团队主管 / 管理员坐席应用
适合 Android 和 iPhone 上的坐席：安装、拨打、记录结果、跟进。
Install the Android app and set up your work SIMSign in with the same mobile number, walk through the permission steps, pick the SIM you call from, and let the app start capturing.6 分钟Android坐席
Start calling from the queueThe queue hands you the next lead — the one most worth calling right now, by its lead score — with the script beside the Call button.4 分钟AndroidiPhone坐席
Lead scores: call the best leads firstEvery open lead gets a score from 0 to 100 with the reasons beside it, so your queue and your lists put the leads most worth a call right now at the top.3 分钟AndroidiPhone网页坐席
Log 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.3 分钟AndroidiPhone网页坐席
Follow-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.3 分钟AndroidiPhone网页坐席
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 分钟网页AndroidiPhone所有人
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 分钟AndroidiPhone网页所有人
Attendance, breaks and check-inA tap to start the day, typed breaks, a tap to end it — so the live board and attendance reports reflect real working time.3 分钟AndroidiPhone网页坐席
iPhone: assisted callingiOS does not expose the call log, so the iPhone app tracks the calls you start from it and asks for the outcome when you come back — with a reliability label on every call. The iPhone app is coming to the App Store.5 分钟iPhone坐席
Scan business cards into leadsPoint the phone at a business card and the Add a lead form fills itself in — name, numbers, email, company and job title — read on the phone, with the photo never uploaded.3 分钟AndroidiPhone坐席管理团队
适合团队主管和管理员：实时看板、报表、录音、策略。
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 分钟网页AndroidiPhone团队主管 / 管理员
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 分钟网页团队主管 / 管理员
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 分钟网页Android团队主管 / 管理员
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 分钟网页所有者 / 管理员
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 分钟网页所有者 / 管理员
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 分钟网页所有者 / 管理员
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 分钟网页AndroidiPhone所有者 / 管理员
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 分钟网页所有者 / 管理员
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 分钟网页Android所有者 / 管理员
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 分钟网页所有者 / 管理员
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 分钟网页所有者 / 管理员
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 分钟网页所有人
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 分钟网页所有者 / 管理员
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 分钟网页所有者 / 管理员
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 分钟网页所有者 / 管理员账户与账单
套餐、语言、会话、导出和删除。
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 分钟网页所有者 / 管理员
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 分钟网页AndroidiPhone所有人
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 分钟网页AndroidiPhone所有人