Dashboard
🎯 Lead Pipeline
⚡ Pending Actions
Click "Run Auto" to generate follow-up actions
📊 Source ROI
⏰ Pending Tasks
🕐 Recent Activity
🎯 Lead Management
Full lifecycle — New → Qualified → Converted · Send to another centre · Centre allocation
| # | Name | Phone | Course | Centre | Source | Stage | Score | Response Time | Added | Last Edit | Actions |
|---|
🔀 Lead Pipeline
Stages: New → Follow-up → Qualified → Cancelled → Converted → Junk
✅ Task Management
Pending tasks, reminders, caller assignments
📋 All Tasks
0 pending🔔 Upcoming Reminders
⏱ Response Time Tracking
Track caller response time per lead — SLA monitoring
Response Time Log
| Lead | Centre | Caller | Lead Added | First Contact | Response Time | SLA Status |
|---|
⚡ Automation Workflow
Auto follow-up every 3rd day via WhatsApp until conversion
Workflow: Lead → Convert
Actions Queue 0
Run automation to see actions
⚙️ Automation Rules
💬 WhatsApp Integration
Auto-messages, templates, bulk send, chat tracking
📋 Templates
📤 Bulk Send
📊 Sent History
No messages sent
📧 Email Integration
Auto-emails, templates, open rate & click tracking
📋 Templates
📤 Send Campaign
📊 Campaign Performance
No campaigns yet
📱 SMS Integration
Bulk SMS, OTP, reminders
Send SMS
0/160
SMS History
No SMS sent
📞 Dialer & Call Recording
Integrated calling system, recordings, call log
📞 Dialer
Ready to dial
📊 Call Summary
📼 Call Records
| Lead | Phone | Caller | Duration | Outcome | Date/Time | Recording |
|---|
🤖 AI Bot — Kendra
Automated lead qualification, FAQ handling, follow-up scheduling
Kendra Status
🤖
Kendra AI Bot
Active
Kendra handles initial lead enquiries via WhatsApp, qualifies leads, answers FAQs about IPMAT/CLAT/CUET/CAT, and schedules counseling sessions automatically.
Leads auto-qualified today0
WhatsApp chats handled0
Sessions scheduled0
Response avg time< 30 sec
💬 Simulate Kendra Chat
🤖 Bot Configuration
Auto-reply to new leads Enabled
Qualify via WhatsApp Enabled
FAQ auto-response Enabled
Schedule counseling sessions Enabled
Escalate to human after3 unanswered turns
Working hours9 AM – 9 PM
LanguageHindi + English
Courses handledIPMAT, CLAT, CUET, CAT
📉 Reports & Analytics
Performance, conversion, centre-wise, caller metrics
🏫 Centre Performance
📊 Course-wise Leads
👤 Caller Performance
🤖 AI Insights
🏢 Centre Management
All 16 Pratham TestPrep centres — Delhi, NCR, UP, Chandigarh
📋 Change Log
Full audit trail — who edited, what changed, timestamp
👤 Users & Access Control
Role-based access — Super Admin, Centre Manager, Caller, RM
🔗 API & Integrations
Lead capture API, webhooks, WhatsApp, Email, SMS, Meta, Google
🔑 Lead Capture API
POST https://api.prathamtestprep.com/v1/leads
Content-Type: application/json
{
"name": "Arjun Sharma",
"phone": "+91 9800100001",
"email": "arjun@email.com",
"course": "IPMAT",
"source": "Website",
"centre_id": "kailash",
"api_key": "pt_live_xxxxxxxx"
}
Content-Type: application/json
{
"name": "Arjun Sharma",
"phone": "+91 9800100001",
"email": "arjun@email.com",
"course": "IPMAT",
"source": "Website",
"centre_id": "kailash",
"api_key": "pt_live_xxxxxxxx"
}
⚙️ Integration Status
WhatsApp Business APIConnected
Email SMTP (SendGrid)Connected
SMS GatewayConnected
Meta Ads (Lead Forms)Pending
Google AdsPending
Payment GatewayPending
Landing Page WebhookActive
Dialer IntegrationActive
Kendra AI BotActive
📥 API Lead Log
No API leads yet — simulate above
⚙️ Settings
Data management, backup, restore, preferences
💾 Data
🔔 Notifications
Email alerts for pending tasks
WhatsApp alerts to admin
New lead notification to RM
SLA breach alert
Daily summary email
Auto follow-up (every 3 days)