Adapts labels, tags, terminology and dashboard theme colour throughout the CRM. Travel & Tourism unlocks the ✈️ Travel module.
Current theme
Agents
One agent name per line. Used for lead assignment.
🔔 Notification Email
Get emailed when a hot lead or human handover is detected. Requires SMTP setup in n8n notifications workflow.
🧳 Services & Prices
Define your packages, tours, or services with prices. The bot will reference these when answering customer questions.
📂 Knowledge Base
Upload PDFs, Word docs, or text files. The bot will read and reference this content when answering questions.
📎
Click to upload or drag & drop PDF · DOCX · TXT · MD — max 10 MB each
✏️ Edit / paste text directly
0 characters
Bot Persona & System Prompt
The bot's voice, scope, and guardrails.
Follow-up Messages
Automated nudges sent when a lead goes quiet.
🧪 Test Mode
Bot only responds to your number when enabled.
Conversation Stages
Exact messages the bot sends at each stage.
📊 Google Sheets Sync
Sync your lead data to a Google Sheet automatically. Paste the sheet link and choose which columns to export.
🏢 Travel Agency Module
Enable the full Travel Agency management suite — packages, itineraries, service cases, Umrah/Hajj groups, bookings, and finance. Adds a dedicated Agency tab to the dashboard.
New Package
New Itinerary
Day-by-Day Plan
New Service Case
New Umrah Group
Hotel Details
Add Pilgrim
New Quote / Booking
Add Car
New Car Booking
Add Lead
✈️ Travel Details
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Tags
📝 Notes
📞 Call Log
💬 Conversation
🎯 Smart Match
Log Call
📅 Booked Consultations
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📤 Import Leads (CSV)
📋
Click to upload CSV or drag & drop Required columns: Phone · Optional: Name, Stage, Owner
COLUMN MAPPING
🔀 Merge Duplicate Lead
Select which lead to merge into the current lead. The selected lead's notes, calls and tags will be copied, then it will be deleted.