Communications

Email, SMS, or WhatsApp from the student or lead record.

• Open the student or lead and click Send Message.
• Choose the channel: email, SMS, or WhatsApp.
• Messages are logged in the student timeline.

Reusable message templates with merge fields.

• Create templates under Communications → Templates.
• Use merge fields like {{student.name}} or {{application.status}}.
• Templates can be used for any channel.

Reply within the 24-hour session window.

• When a student messages you on WhatsApp, a 24-hour reply window opens.
• Reply freely within the window from the Communications inbox.
• After 24 hours, you must use a pre-approved template to re-open the conversation.

Send and receive files in message threads.

• Attach PDFs, images, and office documents to messages.
• Attachments are virus-scanned and stored securely.
• Students can view attachments in their portal messages.

Auto-send welcome messages and document reminders.

• Set triggers for automatic messages when leads are created or stages change.
• Configure reminders for missing documents or upcoming deadlines.
• Automation rules are managed under Settings → Automation.