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Today's Follow-ups
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Enquiry funnel
All Enquiries
Reply by email
Sent from {{ syncEmail }}New enquiry, not yet contacted. Reply to the customer, then update the calling status.
Repeat customer. Same phone number or email found in earlier enquiries:
Reply message
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Copy it and paste into WhatsApp, or tap the email icon above. Edit the wording in Settings.
Customer
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Mobile
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Requirement
Product: {{ e.product }}
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Expected order value: {{ e.valueText }}
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Update enquiry
Next follow-up date is required for active leads.
Please choose why this lead was closed.
Actual requirement
Order details
Payments
{{ e.payLabel }}Order value{{ e.orderValueText }}
Received{{ e.receivedText }}
Balance due{{ e.balance }}
New manual enquiry
Enquiry number is created automatically.
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Settings
Connect the mailbox and set the details used when you reply on WhatsApp.
Saved email copies
Every IndiaMART and Shopify email is saved here as a compressed copy. Deleting an email in Hello or Care does not remove it from here. When the reader is improved, one click re-reads all saved copies.
{{ copiesCount }} emails saved, about {{ copiesSize }}
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Email sync
The dashboard reads these mailboxes. IndiaMART emails become enquiries and Shopify customer emails become order queries. Replies are sent from the main mailbox.
Your enquiries are safe. The dashboard only reads the mailboxes, it never deletes or changes any email. If you delete or move an email in Hello or Care, the enquiry stays here with its photos. Enquiries can only be removed from the dashboard itself.
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Gmail needs IMAP switched on and a 16-character App Password (Google Account, Security, 2-Step Verification, App passwords). Your normal Gmail password will not work. For a Google Workspace address, your admin may need to allow it.
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Signed in as {{ userEmail }}. Change your sign-in password here.
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Calling status stages
These stages appear in the Calling status dropdown on every enquiry. New enquiries start as New Enquiry. Choosing Order Received asks for order details.
Enquiry reply message
Used for IndiaMART and manual enquiries only. The message appears on each enquiry with a Copy button. Order queries are not affected.
Placeholders you can use: {customer_name} {my_name} {topic} (the product enquired) {via} (adds "in IndiaMART" for IndiaMART enquiries only) {website} {phone}
Preview
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Import enquiries from Excel / CSV
In Excel, use File, Save As, CSV. The first row must have column names. Required columns: Customer Name, Mobile, Product. Optional: Company, Email, City, State, Qty, Requirement, Expected Order Value, Enquiry Date.
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Mail log
Your two mailboxes, read-only. A copy of every IndiaMART and Shopify email is saved here, and each one shows what the dashboard did with it.
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{{ mv.status }}From {{ mv.fromName }} <{{ mv.fromAddr }}>to {{ mv.box }}{{ mv.when }}
{{ mv.brand }}Saved copy of the original email
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What the dashboard did with this email
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Fill in what is missing, from the email on the left
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If this is a new email layout, tell Claude and the reader will learn it, so the next one is captured on its own.
Reports
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Months are grouped by the date the enquiry was received. Conversion is orders divided by enquiries.
Website Queries
Customer emails from the Shopify store: order status, return, damage, cancellation and more.
Reply by email
Sent from {{ syncEmail }}Customer and order
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Customer email
Subject: {{ q.subject }}
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