KamoUniverse
Centre d'aide
Guides et réponses pour chaque KamoUniverse produit: démarrage, membres, CRM, réunions, téléphone, documents, SI et administration.
Commencer
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…
- Le pavé de lancement de la maison
- Membres c. membres de l'équipe expliqués
- Mise en place de votre organisation — Liste de contrôle
- Comment vous connecter et trouver votre chemin
- Qu'est-ce que KamoUniverse
- Comment faire une recherche dans KamoUniverse
Gestionnaire des relations avec la clientèle
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…
- Plombs
- Comptes
- Marchés et domaines
- Fournisseurs et produits
- Importation de plombs
- Prise automatique de plomb
Les communications
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…
Documents et connaissances
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…
Assistant 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…
Équipe 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…
Espace de travail et administration
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…
Plateforme, sécurité et fiabilité
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…
Vos paramètres personnels
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.…
Commercialisation
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,…
Le commerce
Markets is where the day-to-day business of selling, renting, servicing, subscribing, buying and lending happens: taking an order, booking a rental, scheduling a job, signing someone up, and following each one through…
Obtenir un soutien
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…
- Billets de soutien et webinaires
- Comment vérifier l'état d'un ticket de soutien
- Comment définir vos préférences de notification de support
- Comment contacter le support
- Comment configurer les webinaires de soutien programmés
- Comment créer et gérer les sujets de support
Ressources humaines et cartes de temps
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…
Calendrier
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 —…
Personnes-ressources
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…
- Votre carnet d'adresses de contacts
- Comment ajouter un contact
- Comment connecter une source de contact externe
- Comment modifier, exporter ou supprimer un contact
- Comment importer des contacts à partir d'un fichier VCF
- Comment organiser les contacts avec les livres et les groupes
Notes :
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…
- Les notes et le mur
- Comment créer et modifier une note
- Comment exporter une note
- Comment flotter une note comme un collant
- Comment épingler, favori et couleur une note
- Comment rechercher et filtrer vos notes
Analyse
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…
Caméras
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…
Dispositifs IdO
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,…
Votre univers vous attend.
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