Chapter 1
Getting started
Klosr works for you on app.klosr.io. This chapter shows how to sign in, how to read the home page, where everything sits in the menu, and who in your team can do what.
Signing in
In the panelapp.klosr.io
Open app.klosr.io and sign in with the email and password your organization's admin gave you. Klosr has no public sign-up: an admin adds every person under Settings > Team.
- Forgot password? sends a link to reset it to your email.
- Remember me keeps you signed in on this computer.
- Your own name, email and password are under your name at the foot of the menu, in Profile.
The home page
In the panelHome
The home page answers one question: how is the agent selling? It opens with a setup card until your organization is ready, then the numbers that matter most, then charts.
- Period and Project
- Every number and chart on the page follows these two filters. The period is counted in your organization's time.
- Get Klosr selling
- The setup card. It lists five steps: add your first project, set your default channel, choose your languages, fill in payment settings, and add yourself as a test lead. Each step opens the screen where it is done, and ticks itself as soon as the thing exists. The card goes away for good once all five are done. It is a guide: nothing waits for it./dd>
- How the agent is selling
- Five numbers for the leads first reached in the period: deposits paid, leads reached, reply rate, reached to deposit, and average response time. Under each is the change against the period before. Reports opens the full scorecard.
The charts on the home page
In the panelHome
Below the numbers, each chart is chosen for one question. Every chart has a Table button that shows the same numbers as a table, and a Reports link to the full report.
- From first message to deposit
- Each step of a sale with its count and its rate from the step before: reached out, replied, qualified, offered units, in closing, deposit paid.
- Leads and deposits over time
- Leads reached and deposits paid per day. The dashed lines are the period before, of the same length.
- Reply speed
- How fast the agent answered: the median, and the slowest tenth of replies.
- Lead sources
- Leads reached and deposits paid for each source, such as Meta ads or your website.
- Further down
- Where your leads stand by stage, why leads were lost, when the agent writes during the week, and your inventory by status.
Test leads, and leads not yet reached, are left out of every number.
Roles: who can do what
Each person has one role. A role gives a level in each area of the panel: Off (not shown), View, Work (do the daily work) or Manage (also change and delete). Four roles are ready:
| Role | Conversations | Leads and tasks | Projects | Deals | Reports | Settings |
|---|---|---|---|---|---|---|
| Admin | Manage | Manage | Manage | Manage | View | Manage |
| Sales | Manage | Work | View | View | Off | Off |
| Marketing | View | Manage | View | View | View | Off |
| Viewer | View | View | View | View | View | Off |
A ready role never changes. To make your own, copy one and change its levels: that is a custom role. On top of the role, a person can get named extras, such as "Smart upload leads" or "Mark contract signed or refunded". Both are set in Settings > Roles and Settings > Team.
Your first week
The setup card on the home page is the shortest path. In order:
- Add your project with New project, then fill it in with Smart upload: its brochure and its units file. Check the review screen, then publish. How.
- Connect your WhatsApp number and make it the default channel. Your technical team has the steps. How.
- Choose your languages in Settings > General. How.
- Fill in payment settings: your payment link and the deposit. How.
- Add yourself as a test lead, write to the agent from your own phone, and read the chat in Conversations. How.
- Upload your lead list and mark leads ready for outreach, a few at first. How.
- Add your team and give each person a role. How.