KamoUniverse
Centro de ayuda
Guías y respuestas para cada KamoUniverse producto: inicio, miembros, CRM, reuniones, teléfono, documentos, SI y administración.
Comienzo
New to KamoUniverse? Start here. This section covers the screen you land on when you sign in, how to make it your own, and where everything else lives. KamoUniverse is one place for the work a business actually does day…
- Lanzamiento casero
- Miembros vs. Miembros del Equipo Explicados
- Configuración de su organización — Una lista de verificación
- Cómo iniciar sesión y encontrar su camino
- Lo que KamoUniverse es
- Cómo buscar a través de KamoUniverse
Gerente de relaciones cliente
The Client Relations Manager — CRM for short — is where you keep track of the people and companies you do business with, from the first time you hear about them to long after they've bought something. Two records do…
- Principales
- Cuentas
- Mercados y Campos
- Proveedores y Productos
- Importando pistas
- Compra de plomo automatizado
Comunicaciones
Everything you use to talk to somebody: email, chat, video meetings, phone calls and text messages. All four run inside KamoUniverse, so a conversation stays attached to the person it's about instead of scattering…
Documentos y conocimientos
Where your files, your working documents and your internal guides live. There are two quite different things here, and the names are similar enough to be worth separating up front. Docs is a place to create and edit…
Asistente de AI
The AI Assistant answers questions about your work in plain language. Ask it how to do something in KamoUniverse, ask it to summarize a long thread, or ask it something about your own organization's guides — it can read…
Equipo AI
An AI team member is someone on your team who is run by AI. It has a name, a work mailbox, a phone extension and a computer of its own. It answers email, chat and calls, keeps its plans in tasks and its future work on…
Espacio de trabajo y administración
The settings that shape how KamoUniverse behaves for everyone in your organization: who your people are, what they're allowed to do, what things are called, which features are switched on, and what it all costs. Most of…
Plataforma, seguridad y fiabilidad
How KamoUniverse is built, and what that means for your data. Nothing in this section is something you configure — it's here so you can answer questions about the platform when your IT team, your compliance officer or…
Tu configuración personal
The settings that belong to you rather than to your organization. Changing anything here affects only what you see. What you'll find here Notifications — what you get told about, where, and how to clear what's piled up.…
Comercialización
Everything you send outward: the designs and files your team shares with customers, bulk email campaigns, and your social media accounts. What you'll find here Marketing Materials — a shared library of brochures,…
Comercio
Selling things: taking an order, moving it through fulfillment, taking payment, and handling it when a customer sends something back. What you'll find here Commerce Markets Explained and How to Create a Commerce Market…
Obtener apoyo
How to reach a human when the answer isn't in these articles, and how to run support for your own customers if you're on the other side of the desk. What you'll find here If you need help: How to Contact Support — start…
- Billetes de soporte y Webinars
- Cómo comprobar el estado de un billete de soporte
- Cómo establecer sus preferencias de notificación de soporte
- Cómo contactar Soporte
- Cómo configurar Webinars de soporte programado
- Cómo crear y gestionar temas de soporte
Recursos humanos y tarjetas de tiempo
Two related areas: the HR record-keeping an employer has to do, and the clock your team punches every day. What you'll find here Time Cards — clocking in and out, meals and breaks, checking your own hours, and…
Calendario
Your schedule, your team's schedule, and the meetings that fill both. What you'll find here Events, Calendars and Guests — the three ideas the calendar is built from, and how they fit together. How to Create an Event —…
Contactos
Your address book: the people you email, call and meet, kept in one place and shared with your team when you want it to be. Contacts are deliberately separate from leads and accounts. A lead is somebody you're trying to…
- Libreta de direcciones de tus contactos
- Cómo Agregar un contacto
- Cómo conectar una fuente de contacto externa
- Cómo editar, exportar o eliminar un contacto
- Cómo importar contactos de un archivo VCF
- Cómo organizar contactos con libros y grupos
Notas
Somewhere to write things down. Notes are private to you unless you choose otherwise, they keep their own history, and the ones you need often can be pinned where you'll see them. What you'll find here Notes and the…
- Notas y el muro
- Cómo crear y editar una nota
- Cómo exportar una nota
- Cómo Flotar una nota como una pegajosa
- Cómo Pin, Favorito y Color una nota
- Cómo buscar y filtrar sus notas
Análisis
What's happening on your website: how many people visited, where they came from, what they looked at, and which of your marketing actually brought them. This is website analytics, not sales reporting. It answers "how…
Cámaras
Watch the security cameras at your locations live, from wherever you sign in: one camera at a time, or a wall of them in a single window. You decide exactly who may see each camera. A small program called the connector…
Dispositivos IoT
Connect the smart-device accounts your organization already uses, and see, control, share and automate your devices in one place. IoT Devices does not sell, install or host devices; it links the accounts you own,…
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