收件匣
處理客人 WhatsApp 查詢
請登入以繼續
處理客人 WhatsApp 查詢
WhatsApp 對話列表
管理聯絡人與 CSV 匯入匯出
Select or create a contact.
管理公司帳戶與聯絡關係
Select or create a company.
報價用產品與價目；僅啟用項目可選
| SKU | Name | Price | Active |
|---|
建立公開潛在客戶表格
Public URL: /f/<slug>. Honeypot field is hidden on the public page.
| Name | Slug | Active |
|---|
設定可公開預約的會議類型
Public booking URL: /m/<slug>. Overlapping slots for the same owner are rejected.
| Name | Slug | Duration | Owner |
|---|
| When | Type | Invitee | Status |
|---|
查看每日匯總與漏斗
Daily rollups. Metric names come from GET /api/analytics/meta.
管理交易電郵範本
Provider + API key live in Integrations (email_api_key, email_from). Secrets are never returned here.
| Key | Name | Subject |
|---|
| To | Template | Status | Error | When |
|---|
電郵推廣、活動與旅程
Merge tags from API meta. HTML is sanitized (script stripped). From-email must be in email_allowed_from when that setting is set.
| Name | Subject | From |
|---|
| Name | Status | Stats |
|---|
| Name | Slug | Status | Views |
|---|
Node list (not a graph). Types: wait, condition, action_email, action_wa_template, action_task, action_tag, exit.
以已核准範本發送 WhatsApp 廣播
Approved templates only. Audience preview is stored as recipients on start; skips (no WA id, blocked, opt-in) are recorded.
| Name | Status | Stats |
|---|
| Contact | WA | Status | Error |
|---|
Meta 範本註冊與核准
| Name | Meta | Lang | Category | Status |
|---|
以已核准範本建立銷售節奏
按階段勝率加權的管道預測
| Stage | Win % | Open | Weighted | Deals |
|---|
| Owner | Open | Weighted | Won in period | Deals |
|---|
以看板追蹤交易進度
查看客服表現與 SLA
設定部門、Bot、辦公時間與路由
處理客服轉介的銷售線索
檢視合規控制與資料主體請求
管理客服帳號、角色與安全設定
管理授權客服帳號
| ID | Name | Telegram ID | Role | Permissions | Active | Actions |
|---|
封鎖 WhatsApp 號碼
| Number | Reason | When |
|---|
保安與系統參數
只影響這部裝置。
0 = 永久保留；預設 90 日
超過此大小不保存（WhatsApp 原檔已壓縮）
| Job | Last success | Detail |
|---|
filters_json example: {"type":"domain_suffix","value":".example.com"}. Domain suffix matches company domain/website host.
Fields and operators come from GET /api/segments/meta.
Triggers and actions come from GET /api/automations/meta. Toggle without deploy.
Field types and object types come from the API. New fields appear on forms without a deploy.
condition_json is {"field":"discount_pct","op":"gte","value":15}. Fields, operators, and roles come from GET /api/approval-rules/meta. Edit without a deploy.
Templates are stored in the database. Missing keys log an error and send the key name.
連接外部服務與密鑰
Tokens are encrypted at rest. After save they are never shown again — only a mask.
| ID | Label | Active |
|---|
| ID | Label | Active |
|---|
即時網站聊天
API 金鑰、Webhook、SMS 與品牌
| Name | Prefix | Active |
|---|