Notifications
On iPhone open the CRM from the home-screen icon, then tap Enable.
Sales
Select a dialog
Leads by day
Lead sources
Pipeline now
Cohort conversion (leads in period)
Activity: inbound and replies
Managers
Marquiz quizzes
UTM / campaigns
Lead routing
Auto-assign manager on inbound leads (webhook / no explicit owner).
Calendars
New meeting
New task
Select a chat
Message whom
Select a teammate — DM opens only after you choose.
New group
Your account and people who work in the CRM — managers, measurers, and installers.
Filming mode
For screen recording: in lists, chats, and profile cards the last 5 digits of client phones are hidden (right side). The agent and outbound messaging still use full numbers.
My profile
Name, login email, phone for reminders, and password.
Team
| Staff | Role | Calendars | Phone | Password |
|---|
Only an admin can add and edit teammates.
Add teammate
Creates a login. If calendars are enabled — a personal schedule appears for the selected region.
Connect forms and ads so new leads enter the pipeline automatically.
Lead intake — Marquiz / Zapier
Webhook for Marquiz, Zapier, or a site form. Pick a regional URL if quizzes are split.
How to connect Marquiz
- Open the quiz editor → Integrations → Webhooks.
- Paste the URL above (Florida or Alabama if quizzes are split by location).
- Save the quiz and complete a test run through contacts.
- Lead appears in New: answers in notes, source/UTM/quiz in facts.
Zapier
Option A: Marquiz → Webhooks (direct, preferred).
Option B: Zapier Trigger “Marquiz RU / New Lead” → Action “Webhooks by Zapier / POST” to this URL. / Body: {"phone":"…","name":"…","region":"FL"} or Marquiz format with contacts.
| Project | Client | Manager | Measurer | Installer | Region | Amount | Stage | Created |
|---|
New lead
Parameter
Revision comment
Tell the technician what to fix — it goes to the team chat.
New note / case
Knowledge base entries
| Entry | Region | Status |
|---|
Self-learning from successful dialogs
The agent reviews cases and suggests short rules. / They enter the knowledge base only after you click “To KB”.
Drafts for review
| Rule | Source |
|---|
Example dialog (text)
Only text, not screenshots. Copy from chat or paste manually. / Format — one line per turn:
Client: How much for a 90×90 corner? / Agent: I can estimate from the specs. Clear or graphite glass? Chrome hardware? / Client: Clear, chrome. Can I get a quote? / Agent: Sure — I’ll confirm height and send a PDF quote.
Active examples
| Example | Region | Status |
|---|
Reply corrections
| Was wrong | Correct |
|---|
Add measurer
Measurers
| Name | Region | Status |
|---|
Agent copy, timings, and behavior
Lead timings
Quote calculation delay
After all parameters, the agent sends a short ack; prices and PDF go out randomly in this window — as if a manager is calculating.
Follow-up after quote
If the client is silent after the quote — the agent sends live follow-ups from dialog context and invites a site visit. Any client reply clears the queue.
Follow-up if silent in dialog
After the agent replies, if the client does not write — repeat touches from context (e.g. after 4 hours and next day). Any client reply clears the queue. Does not overlap lead warmup or post-quote follow-up.
Site visit, install & delivery (USD)
Enclosure prices = same numbers as RB BYN (no FX). These fields are for visit, install per glass panel, and default delivery. Agent reads them from here.
Field app: staff pay (USD)
Shown to measurers and installers in /field. Separate from client-facing site visit and install rates above.
Auto-message after lead
Single fixed template for all leads (Florida and Alabama). Intro, warmup, silence, and quote follow-up are written by the agent from dialog context.
API secrets stay in Render env — only agent behavior here.