Dashboard
Today's pulse across leads, admissions, and revenue.
Leads Today
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Click to view →
Admissions
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Click to view →
Total Leads
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All time
Revenue
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Completed payments
Follow-ups
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Pending follow-up
Conversion
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Lead → Admitted
Revenue · last 30 days
Lead Sources
Facebook — 40%
Instagram — 25%
Website — 20%
WhatsApp — 15%
Recent leads
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Leads
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| Name | Phone | Course | Source | Status | Score | Created | Actions |
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Callback Requests
Students who asked to speak to a human directly.
| Name | Phone | Location | Course | Status | Requested | Actions | |
|---|---|---|---|---|---|---|---|
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Pipeline
Drag & drop leads through your admissions funnel.
Students
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| Name | Phone | Course | Status | Joined | Actions |
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Payments
Invoices, approvals and reconciliation.
Total Collected
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Total Pending
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Students Paid
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unique students
Failed Amount
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| Lead | Amount Paid | Pending | Type | Status | Paid At | Action |
|---|---|---|---|---|---|---|
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Message history and broadcast campaigns.
Conversations
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Sent
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Received
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Leads via WA
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Select a conversation
Select a conversation to view messages
AI Assistant
Ask anything about your leads, revenue, students, or follow-ups.
Hi! I'm your AI Assistant. Ask me anything about your leads, students, revenue, or follow-ups.
Automations
n8n handles all automation. Monitor status here.
Total Leads
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Follow-up Pending
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Admitted
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Cancelled
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Inbound Webhook URL
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Enrollment Flow
01
Lead In
Webhook/Manual
02
AI Chat
WA + Gemini
03
Confirmed
Course selected
04
Pay Link
Payment via WA
05
Admitted ✅
Student created
D3
Reminder
If unpaid
D6
Cancelled ❌
Auto archive
Day 3
First Reminder
WhatsApp + payment link re-sent if still unpaid
Day 5
Final Reminder
Last attempt — urgency message sent
Day 6+
Auto Cancel ❌
Lead marked CANCELLED, archived in database
Reports
Funnel, attribution and revenue analytics.
Total Leads
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All time
Admissions
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Status = admitted
Conversion
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Lead → Admitted
Revenue
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Completed payments
Funnel by stage
Lead sources
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Team
2 members
| Member | Phone | Role | Status | Joined | Actions |
|---|---|---|---|---|---|
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Settings
Manage your account preferences and company branding.
Account
Security
Change your CRM login password.
Session
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Company Profile
Company Logo
Appears in your sidebar. Max 2MB. JPG, PNG, WEBP.
My Subscription
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Integrations Setup
Webhook / n8n
Your n8n automation webhook for lead capture and WhatsApp flows.
Lead Capture Form
This is YOUR unique lead-capture URL — no one else's submissions can land here. Use it for your own website form (snippet below), or paste it as the destination URL in Facebook/Instagram Lead Ads, Zapier, or any other tool that lets you send form data to a webhook.
WhatsApp Cloud API
Connect your WhatsApp Business account for automated messaging.
Once your number is registered, click below to activate it on WhatsApp's network and subscribe to incoming messages.
Paste these into Meta App → WhatsApp → Configuration → Webhook:
Message Templates
These 5 templates must be created and approved in your own Meta Business Manager before the AI can send them. Once your Business Account ID and Access Token are saved above, submit all 5 in one click (uses your business name automatically) - Meta typically takes a few minutes to a few hours to approve them.
Approval Status
Payment Details
Where students should send their enrollment payment - shown in the AI's payment messages and templates.
AI Provider
Powers your AI chatbot and lead counselor.
💡 Gemini: get key at aistudio.google.com · OpenAI: platform.openai.com · Anthropic: console.anthropic.com
AI Automation
Choose WhatsApp, AI Calling, or both for lead engagement.
Knowledge Base
Manage your academy info, courses, batches, FAQs and policies. AI Counselor reads this data live.
Academy Profile
● Saved
Courses
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Batches
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FAQs
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Policies
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