Welcome
Home
My follow-ups
Scheduled messages
Conversations
Chats
Pick a chat on the left
Enquiries
Pipeline
Drag a card to another column to change its stage. Click a card to open the chat.
How the team is doing
Insights
Recruitment numbers (stages) are on the HR website: 总览 → 招聘数据.
Enquiries per day
Staff performance
Each person in the recruitment team. Chats handled and replies in the dates above. Time online = time actively using this dashboard.
“Phone (no name)” = replies typed on the phone instead of in this dashboard, so we can't tell who sent them. Tip: give each WhatsApp number one staff member in Team & numbers, and phone replies are counted for that person.
By WhatsApp number
Who replies first
Busiest times
Customer messages by day and hour. Stronger colour = busier — plan staff shifts around this.
Most-asked topics
Questions the bot answered automatically.
Common questions
Auto replies
Auto reply
When on, the bot answers common questions like a real person would.
When a message contains any of the words, the bot sends one of the replies (picked at random so it doesn't sound robotic). Separate words with commas.
Company website
The bot reads the timetable, fees and teacher profiles from this website, so it can answer questions like “中三数学几点上课？” or “Who is Sir Loh?”. It updates by itself twice a day.
This number
Settings
🛡️ WhatsApp safety rules
Always on · can't be switched offSo WhatsApp sees a real person, not a robot, and doesn't block the number. These limits apply to the bot and to every staff member.
Tags
Ad keywords
Marketing: give each ad its own opening phrase. When a new lead's first message contains the phrase, the lead is counted for that ad. Facebook/Instagram click-to-WhatsApp ads are also picked up by their ad name.
Stickers
Quick replies
Staff type “/” in the reply box to use these. Your FAQ answers are available too.
✅ From Replies (checked answers)
Every answer you marked Checked on the Replies page is a quick reply too — type / and its keyword. Edit them on the Replies page.
Back office
Team & numbers
Features
Admin only · applies to everyoneSwitch each feature on or off. When it's off, it disappears for all staff and the system stops doing it.
Link this WhatsApp number
Choose how to link the phone. Nothing is requested until you click.
- Open WhatsApp on the phone of this number
- Tap Settings → Linked devices → Link a device
- Point the phone at this QR code
- Open WhatsApp on
- Tap Settings → Linked devices → Link a device
- Tap Link with phone number instead
- Type the 8 characters above
If this number was restricted or banned by WhatsApp, stop it here so the system stops trying to connect.
WhatsApp numbers
Each company number has its own chats, auto replies and settings.
Teacher HR numbers are for teacher recruitment: candidates' chats, auto replies and CVs.
Auto-assign leads
Managers · one setting per numberWhen a new customer writes and nobody owns the chat yet, the system gives it to one of your salespeople by the shares below. Shares are ratios: 2 / 1 / 1 means the first person gets half the leads. 0 = gets none.
People
For each staff member, choose per number: can't see, see only, or see and reply. Managers and admins see and reply on every number.
You
My account
The AI learns from your team
AI Learning
Only replies where staff used the ✨ AI suggestion are recorded. Sent unchanged → straight into the library. Edited or discarded → waits here for your OK. The AI reads the library before every reply.
Teach the AI directly
Add a question and the reply you want. It goes into the library right away.
Workflows
Automation
A trigger (something the customer or staff did) starts a workflow; the steps then run for that customer. Workflows only ever message people who wrote to us first, at a human pace, with limits — never a broadcast.
Automation library (shared by all numbers)
Save a workflow here once, then give any number its own copy — no rebuilding.One by one, like a person
Fee reminders
Paste the list from Excel, pick a message template, and the system sends one personal message at a time, a few minutes apart, during working hours — only to parents who have chatted with this number before. It tells you when it expects to finish.
1. The message
Words in curly brackets are filled in per parent2. The parents' list
From Excel: select the rows with the header row, copy, paste hereLists being sent
Updates by itself every few secondsMessage templates
Use curly brackets for the parts that change: {name} the student, {amount} the fee, {phone}, or any column heading from your Excel list, e.g. {month} or {class}.
Sign-up forms with a QR code
Forms
Build a form like Google Forms, print its QR code, and every answer lands in the CRM: the parent's chat gets a tag, the LC gets a notification, and the notices you set go out by WhatsApp or email.
Name and WhatsApp number are always asked — they link the answer to the parent in the CRM.
How we do things
AI Library
Every night at 11pm the AI reads the whole day's conversations on all numbers (LC + Sales), looks at what each parent needed and how the team handled it, and improves these playbooks only where today showed a better way. One document per topic — never several copies. Old versions are kept so you can compare.
Learning runs
What happened