Notifications
Connect once — new messages, leads, and bookings arrive in Telegram (no SMS cost).
On iPhone open the CRM from the home-screen icon, then tap Enable.
Sales
Select a dialog
Leads by day
Lead sources
Pipeline now
Cohort conversion (leads in period)
Activity: inbound and replies
Managers
Marquiz quizzes
UTM / campaigns
New campaign
Lead routing
Auto-assign manager on inbound leads (webhook / no explicit owner).
Calendars
New meeting
New task
Select a chat
Message whom
Select a teammate — DM opens only after you choose.
New group
Your account and people who work in the CRM — managers and admins.
Filming mode
For screen recording: in lists, chats, and profile cards the last 5 digits of client phones are hidden (right side). The agent and outbound messaging still use full numbers.
My profile
Name, login email, and password. Alerts go to Telegram (connect under Notifications).
Team
| Staff | Role | Calendars | Phone | Password |
|---|
Only an admin can add and edit teammates.
Add teammate
Creates a login. Managers use the shared Video Consultation calendar for the selected market.
Project managers are auto-assigned to new clients. If none is set, the client's manager is used.
Connect forms and ads so new leads enter the pipeline automatically.
Lead intake — Marquiz / Zapier
Webhook for Marquiz, Zapier, or a site form. Pick a regional URL if quizzes are split.
How to connect Marquiz
- Open the quiz editor → Integrations → Webhooks.
- Paste the URL above (English or Russian if quizzes are split by market).
- Save the quiz and complete a test run through contacts.
- Lead appears in New: answers in notes, source/UTM/quiz in facts.
Zapier
Option A: Marquiz → Webhooks (direct, preferred).
Option B: Zapier Trigger “Marquiz RU / New Lead” → Action “Webhooks by Zapier / POST” to this URL. / Body: {"phone":"…","name":"…","region":"EN"} or Marquiz format with contacts.
Twilio Voice — call forward
Click-to-call rings this number first, then bridges the lead. Inbound calls to your Twilio DID also forward here. Recording is saved automatically.
System subscription packs. Extra SMS, calls, and AI replies pull from the credit balance. Empty balance + used pack pauses outbound until you upgrade or top up.
This workspace
Client instances
Each client Render app reports usage here. Pause or add credits; the instance picks it up on the next control push.
| Project | Client | Manager | Project manager | Region | Amount | Stage | Created |
|---|
New lead
Parameter
Add payment
Payments
| Date | Client | Amount | Kind | Status | Stripe id |
|---|---|---|---|---|---|
| Loading… | |||||
New note / case
Knowledge base entries
| Entry | Region | Status |
|---|
Self-learning from successful dialogs
The agent reviews cases and suggests short rules. / They enter the knowledge base only after you click “To KB”.
Drafts for review
| Rule | Source |
|---|
Example dialog (text)
Only text, not screenshots. Copy from chat or paste manually. / Format — one line per turn:
Client: How much do you charge for lead gen? / Agent: Depends on your offer and geo. What do you sell and where? / Client: Roofing in Tampa, ~$2k/mo on ads. / Agent: Got it — next step is a free ~45 min video consultation; we'll orient on pricing and can demo the AI system live if relevant.
Active examples
| Example | Region | Status |
|---|
Reply corrections
| Was wrong | Correct |
|---|
Add measurer
Measurers
| Name | Region | Status |
|---|
Agent copy, timings, and behavior
Lead timings
Follow-up if silent in dialog
After the agent replies, if the client does not write — repeat touches from context (e.g. after 4 hours and next day). Any client reply clears the queue. Does not overlap lead warmup.
Auto-message after lead
Separate fixed templates by market. Intro, warmup, and silence are still written by the agent from dialog context.
API secrets stay in Render env — only agent behavior here.