Dashboard
Overview of the leads Sasha has captured.
This month
Sales
Tier breakdown (selected period)
Leads by source (selected period)
Trend (new leads)
Leads Management
Full list of leads + status. Click a lead to open the profile, CRM notes & transcript. (Click an SE row below to filter their leads.)
👥 Leads assigned by SE ▾
Counted by assignment date (delegatedAt; older leads use the date received). Click a name to filter the list below to that SE's leads.
| Customer | Tier | PIC | Status | Call / WA |
|---|
Walk-in Prospects
Prospects who have walked in to the showroom (from the Attend Cust Showroom group or the Showroom toggle in Leads). Mark Closed when the deal closes. Conversion rate = closed ÷ total walk-ins.
All time
Walk-ins per day (selected period)
🤝 Walked In / Attended 0 ▾
| Customer | PIC | Source | Rating | Status | Closed |
|---|
📅 Upcoming Appointments 0 ▾
Appointments Sasha collected from the Site Visit group (past dates are hidden automatically). When an SE submits the Attend form, the prospect moves to the walk-in list above.
| Customer | Date | Time | Status |
|---|
Call Log
All calls SEs marked in the CRM (Attempt To Call / Successful Call) and WA Follow-up 1/2/3, by day/month and by SE. SE = the person who marked the call; combined names/titles (CS, SA) are merged per individual.
This month
By SE
| Sales Exec | Attempt | Successful | WA F/up | Rate | Unique leads |
|---|
By day × SE (Attempt / Successful · 💬 WA)
Full log
| Time | SE | Type | Customer |
|---|
Showroom Service Rating
Customer experience ratings after a walk-in (collected by Sasha via WhatsApp). Measures the customer experience for each attending Sales Exec. Score = average stars · Response rate = rated ÷ requested.
Star distribution (selected period)
Scores by Sales Exec (Attend)
| Sales Exec | Count | Average | Distribution | Low |
|---|
💬 Customer Suggestions & Feedback (per the filters below)
Rating list
| Customer | PIC (Attend) | Rating | Comment | Date |
|---|
Rotator
Green = receives leads in rotation. Managers are not in the rotation (alerts only).
Team Accounts
The official team list. Each person has a Role (Sales Exec, Sales Agent, CRE, Manager) and a Status (Working / Resigned). Working Sales Execs & Sales Agents are added to the Rotator automatically (OFF — switch on when ready). Marking someone Resigned blocks their login, removes them from the Rotator and from the PIC list for new leads; their past leads, documents & performance stay.
Products
Products & prices for Quotations/Invoices (POS module). Sales Execs use this list when generating documents.
| SKU | Name | Unit | Price (RM) |
|---|
Company Settings (for documents)
Training Sasha
Edit what Sasha knows. The core structure (tiers, handoff, output) stays locked. Changes take effect immediately — no restart needed.
Personality, tone, language, conversation style.
The order of steps in Sasha's conversation. One step per line, or use arrows →. Leave blank = use the default flow.
Cabin models, sizes, colours, accessories, specifications. (Put prices in the Price List section below.) Sasha refers to this — she won't make anything up.
Price of each model / size / package / accessory + what's included. One item per line. Sasha only quotes prices listed here — she won't invent or calculate prices herself.
Policy on when & how to quote prices. E.g. give a range only or exact prices, when to invite to the showroom, what must not be promised (discounts, bulk pricing…).
Frequently asked questions + standard answers.
Showroom address, opening hours, coverage area.
Offers or promotions currently running. Sasha mentions them when relevant (e.g. when pushing a showroom visit / reassuring a customer). Update when the promo changes; clear it when there's no promo — Sasha won't invent offers herself.
Upload promo posters or images here only — separate from the regular Training media. Sasha sends them when mentioning this campaign (and stops automatically after the end date).
Media — images & PDFs (Sasha shares when relevant)
Upload sample projects (images) or documents (PDF catalogue / company profile). Description = details about the image (location, units, price range) — Sasha uses it to match customer needs, and sends it as a separate message after the image. It is not a caption attached to the image. Tags = search keywords.
Auto Follow-up
Sasha automatically nudges leads that go quiet (status QUALIFYING). Leads already handed to a rep (DELEGATED) are left alone.
Starting value (hours) for new steps. Each follow-up can set its own gap below.
Malaysia time (UTC+8). Leads still silent after all follow-ups are marked DROPPED — they reactivate automatically if the customer replies.
Follow-up sequence (gap + instructions per step)
Each follow-up has its own gap (time since the previous activity) + instructions. E.g. #1 after 1 hour, #2 after 3 hours, #3 after 1 day, #4 after 7 days… Blank instructions = Sasha follows the context automatically.
Progress Auto-Post
When a site's status in Data Master changes (Booking → Deposit → Progress → VP — from the SE's Payment For and the CRE's toggles), Sasha automatically sends that stage's message to the customer on WhatsApp, using the phone number on the invoice. Checked every 15 minutes; a stage dated more than 14 days ago is only marked, not sent.
Placeholders you can use in messages: {nama}, {projek}, {site} — auto-filled from the invoice in Data Master. Attachments are picked from the media uploaded in the Training tab. The first sync only records existing stages as a baseline (nothing is sent). One stage = one message. The Cancel stage sends nothing. Fill in the templates first, then switch on the toggle.
For customers who have visited the showroom. Sent once when the SE ticks Showroom on the lead.
⭐ Service Rating (after walk-in)
After an SE submits the Attend form, Sasha waits a few minutes, then DMs the customer asking them to rate the showroom service (1–5 ⭐) + comments. Customer replies appear in the Walk-in tab & the customer profile.
Placeholders: {nama} = customer name, {se} = attending Sales Exec. The customer replies 1–5 (or ⭐) + comments. Fill in the message first, then switch on the toggle.
Sasha sends this link as a follow-up message after the customer gives a rating. Leave blank if you don't want to send a link.
Sales Exec Tasks
All tasks & notes Sales Execs record in their web CRM (per lead). Monitor what's done and what's overdue. Read-only — SEs update via the CRM.
Summary by Sales Exec
| Sales Exec | Tasks (done) | Overdue | Notes |
|---|
Tasks & notes list
| Sales Exec | Type | Customer | Details | Due date | Status |
|---|
Site Progress
Tasks for each site — coordinated by Fatin from the WhatsApp groups & planning sheet (updated automatically).
| Site | Task | PIC | Status |
|---|
AI Visibility
Which companies AI mentions when Malaysians search for cabins.
Connection
WhatsApp connection status for each bot — Sasha (customers) & Fatin (internal). A disconnected bot shows its own QR here, so there's no need to open another dashboard.
Chat
All conversations handled by Sasha.