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Company

Team​

The Team section is designed to centrally manage information about all employees within your organization. With this system, you can easily update user roles, permissions, and status.

  • Invite New Member: Click the Invite Team Member button at the top right to invite new members. Enter the email address of the person to be invited and send an invitation via the system. Once the user accepts, they will be automatically directed to the platform.
  • Quick Edit: Click the "🖉" icon under the "Action" column to assign roles, update permissions, or activate/deactivate users through the edit window. All changes are instantly saved to the system.
  • Status Update: When a user is deactivated via quick edit, their access is automatically restricted. When reactivated, they regain their previous permissions.

Assistants​

Assistants are user agents assigned to manage customer communication, respond to requests, and support digital processes. Each assistant carries out their assigned tasks, handles customer interactions, and manages automated flows within the platform.

You can track assistants by name, surname, and status, and make updates when needed. New assistants can be added easily and start taking on tasks immediately.

  • Add New Assistant: Click the Add Assistant button and enter the assistant’s first and last name. They will be automatically added to the system and begin functioning right away.
  • Update Assistant: Click the "🖉" icon to open the edit window, where you can update assistant information or activate/deactivate them.

Integrations​

Caresept offers AI-powered integration solutions that help businesses manage customer communication and workflows more efficiently. These integrations not only improve customer service but also automate operations to save time and cost.

WhatsApp Integration​

WhatsApp CRM Integration streamlines customer service and engagement by providing fast responses and efficient management of support and sales processes.

To set up the integration, go to the Integrations section, select WhatsApp integration, and click Create Integration. Follow the instructions provided by Gupshup.

  • Auto Replies: Frequently asked questions are answered instantly using the AI-powered system.
  • Multi-Device Support: All customer messages can be managed through a single panel, improving team coordination.
  • Analytics and Reporting: Track message open rates and customer responses in detail.

Email Integration​

Email CRM integration helps increase email engagement and enables you to run targeted marketing campaigns by monitoring customer data and interactions.

To create the integration, go to the Integrations section and select Email integration. Enter your domain to configure the connection.

  • Domain Configuration: Set up the integration using a custom domain for your business.
  • Audience Segmentation: Customize your email content for specific customer groups.
  • Real-Time Tracking: Analyze open, click, and conversion rates in real time.
  • Auto Responders: Automatically send emails based on specific triggers (e.g., welcome emails, payment reminders).

Web Chat Integration​

Web widget CRM integration helps improve web engagement and enables targeted marketing campaigns by tracking widget interactions and customer data.

To set up the integration, select Web Chat Integration under Integrations. Provide a name for the widget and the website URL where it will be displayed. Then choose the data module where chat logs will be stored.

  • Instant Customer Support: Provide real-time assistance to website visitors and quickly respond to questions.
  • AI-Powered Chatbots: AI bots provide 24/7 support, reducing the workload on human assistants.
  • Customizable Chat UI: Adjust the chat widget to match your brand’s colors and theme.
  • Visitor Analytics: Analyze chat history and customer behavior for insights.

Access Management​

The Access Management module allows you to manage user permissions within the company, ensuring secure and efficient access control. With this system, users only have access to data and modules relevant to their role, improving both security and administrative clarity.

  • Role-Based Permissions: Assign specific roles to users to restrict access to authorized areas only. For example, a doctor can access patient records, while an accounting staff member can only access financial data.
  • Create New Role: Use the Add New Role button in the admin panel to create new roles. Enter the role name and description to define permissions.
  • Assign Users: Assign existing roles to users from the Team page. Each employee can only perform operations within their assigned role.
  • Permission Management: Admins can define exactly what data and actions each role can access and perform.