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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.

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  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
    消息模板
    可直接发送的 WhatsApp、短信和邮件文本，线索信息自动填入（TPL-01）。
    添加模板
    WhatsApp分类
    Tried callingWhatsAppIntroduction
    Details as discussedWhatsAppBrochure
    Visit confirmation短信Follow-up
    变量：{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

完成后你将拥有

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

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