A case that grows with the customer
Create an initial case from a phone number and collect more information through configurable forms.
One workspace. The whole customer journey.
Keep every case in sight, from first message to final delivery.
Customers arrive through messaging or a web form. Your team manages information, follow-ups, contracts and delivery in the same case, with access appropriate to each role.
Illustrative case #1000In progress✓ Intake
✓ Consultation
✓ Contract and finance
◷ Delivery
AI + CRM8.5/10
ILLUSTRATIVE WORKSPACE · EXAMPLE DATACUSTOMER OPERATIONS
Tools for your team’s everyday work
Clear follow-up priorities
See scores, status, owner and the next action together. Scores are guidance, not guarantees of sales or admission.
AI-assisted decisions
Review information and conversations, prepare management reports and suggest next steps. Your team makes the decisions.
Contracts and payment tracking
Draft and review contracts, receive customer acceptance or rejection, record payments and follow installments.
Trackable service delivery
Use checklists, owners, due dates and completion checks. Close a case after delivery and financial settlement.
Secure roles and an audit trail
Telegram-code sign-in, manager/sales/finance roles, controlled document access and a record of actions.
CONNECTED JOURNEY
Clear stages. Trackable actions.
From the first phone number to case closure, information grows along one shared path.
Intake and needs
Contact details, processing consent and core questions. Your advisor requests relevant missing information.
Consultation and decisions
Review answers, conversation history and AI reports. Your advisor decides the next action.
Agreement and payments
Prepare a contract, record the customer’s response to that version, and track receipts, installments and balances.
Delivery and closure
Documents, checklists, owners and due dates. Mark completed work and close the case after the required steps.
The right tools for each responsibility
Manager
Review cases, configure forms and connections, control priorities and request a new analysis.
Advisor
Understand needs, correct information, follow up, manage contracts and deliver services for authorized cases.
Finance
Review contracts, record received payments and track balances and installments within financial access.
One case, a connected workflow
01Intake
02Consultation
03Contract and finance
04Delivery
Manage each channel independently
Official Telegram, Bale, Instagram and WhatsApp integrations. Each account requires valid credentials and provider permissions. SMS is available for short notifications and optional phone verification.
Customer information stays on a secure path
One-time code sign-in
Staff access uses a code sent to an authorized Telegram account.
Documents in the case
Upload documents and scans through the panel or messenger, with access controls and file type and size checks.
Actions and deletion controls
An action history, role restrictions and case deletion restricted to managers with the required confirmations.
Informed customer choices
News consent is separate. Preference questions are optional and do not constitute a psychological diagnosis.
Product questions, answered
Can channels be activated independently?
Yes. Configure, verify and activate accounts from the CRM. Meta approvals or SMS service details must be available.
Does AI replace the consultant?
No. Analysis helps suggest priorities and follow-up strategies. The assigned consultant or manager approves supplementary questions and makes decisions.
Can I edit questionnaires?
Managers can add questions and options, edit wording and hide questions. Historical identifiers and answers are preserved.
Are customer records public?
No. Product pages are public; cases, session-based forms and management APIs are private and excluded from indexing.
Do customers need to confirm all answers again?
No. Valid answers are saved as they progress, and the request is registered automatically after the final question. Consent and contract approval remain separate.
What are preference questions used for?
Up to ten optional questions help tailor explanations, decision support and follow-up. Advisors select relevant questions in short rounds.
One workspace for messages, decisions and delivery
Explore the sample intake form or sign in to manage cases.