CRM Dashboard

Monitor leads from your WhatsApp CS bots

Dashboard

CS performance summary

New Leads Trend ?

Distribution ?

Sales Funnel ?

Leads List ?

Filter:
ContactBotTempStageStatusLast Activity

Bot Status

Glossary

🌑️
Temperature β€” how urgent a lead is, computed automatically from activity & status:
πŸ”₯ hot active ≀48h & urgent Β· 🌀 warm active ≀7 days Β· ❄️ cold silent >14 days or cancelled.
πŸ“Š
Stage β€” position in the sales funnel, set manually (click a lead β†’ pick a stage):
new β†’ contacted β†’ engaged β†’ qualified β†’ paying β†’ churned/lost
⏳
Status β€” follow-up = not yet resolved, needs action. ok = done.
πŸ€–
Auto-handled β€” percentage of events the bot replied to automatically, with no human involvement.
🚨
Escalation β€” chats the bot handed off to a human because it couldn't handle them automatically.
πŸ“£
Campaign β€” the promo a lead came from. Detected from a CODE in the first message (wa.me/..?text=CODE) via campaign_map. First-touch.
πŸ”—
Source β€” the lead's channel/attribution (e.g. ig-ads, referral).
🏷️
Tags β€” segmentation labels (e.g. interest:gold lang:id). Shown in the lead detail.
πŸ’°
Value β€” transaction value (Rp) when a lead is paying. Summed per stage in the funnel.
βœ“ saved
Change Password