Settings

Agent List

Manage agents from the Agents page.

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Pipeline Stages

L1Ad Click
L2WhatsApp Contact
L3Community Member
L4Zoom Attendee
L5AIGC User
L6Paid Customer
L7Renewed

Notification Templates

Subscription Renewal Reminder

Sent 7 days before subscription expires

renewal

Welcome Message

Sent when a new customer is added

welcome

Follow-up After Zoom

Sent after a Zoom session

follow_up

Zoom Session Reminder

Sent before a scheduled Zoom session

zoom_reminder

Auto-Tagging

Run the auto-tagging system to update customer tags based on their activity and subscription status.