Settings · Klosr documentation

How settings work

Every setting has a value from Klosr's default. Your organization can set its own value, and some settings can be set again for one project. The closest value wins: a project's own, else your organization's, else Klosr's. Under each setting, a small line shows the levels and which one is in force.

Reset to default drops your own value and goes back to the level above.
Some settings have a limit set by Klosr, such as the most WhatsApp first messages per day. The limit shows under the field.
A switch works only when it is on at every level. "Off at Klosr" means Klosr has not turned it on for anyone yet, whatever your own value.
Use Search settings on the left of a settings page to find one by name.

Switches reach real leads as soon as they are saved. The Reaching real leads now line at the top of a page shows what is in force at this moment.

General

In the panelSettingsOrganizationGeneral

Talking to leads: Strangers become leads: on, someone new who writes to any of your channels becomes a lead and the agent answers; off, only leads you already have are answered. Chat invite link, days valid: how long a link that invites a lead to a chat works. WhatsApp test numbers: while it holds numbers, only they and your test leads reach the agent on WhatsApp. Default Arabic dialect, used when a lead's own dialect cannot be told, and Languages the agent may use, such as en, ar-SA, ar-EG, ar-AE.
Reaching out: The default time zone, for a lead whose time zone could not be worked out, and for the months on a commission statement.
Compliance: Delete uploaded lead lists after, in days: Never by default. The leads stay either way; only the uploaded file goes.
Logo: Your logo at the top of the menu for everyone in your organization. PNG, JPEG or WebP up to 1 MB; a square image reads best.

Brief

In the panelSettingsOrganizationBrief

Facts about your organization the agent always has in mind when it talks to your leads: where deposits are paid, your licences, deposit terms, how a lead reaches a person, and why buyers can trust you. Each section has a title and facts, in any language, and a switch for whether the agent sees it.

Write facts only. The agent reads them as information: an instruction written here has no effect.
Prices and percentages written here are never quoted: those come from your projects.
Preview as the agent sees it shows the brief as one text. History lists every saved version, and can restore one.

Payments

In the panelSettingsPaymentsPayment settings

Your organization collects the deposit on its own payment platform. Klosr sends the link and never holds the money.

Payment settings: the link template and a fixed deposit of SAR 10,000.

Link template: Your payment page's address, with slots Klosr fills for each deal: {reference}, {amount}, {currency}, {unit_code}, {project}, {lead_ref}. Always keep {reference}, or payment confirmations cannot find the deal.
Payment platform name and official domain: The name a lead would recognize, and its domain. With both filled in, the message with the link says where it leads, so the lead trusts it.
Deposit: A fixed amount, a percentage of the price, or set on the payment page. An amount is in each project's own currency.
New webhook secret: Shows the address and secret your payment platform uses to tell Klosr a deposit is paid. For your technical team.

The hold length, the deposit reminders and who takes over after a deposit are in Agent, under Closing.

Agent

In the panelSettingsAgent

How the agent behaves with your leads. The top shows whether it is answering, with Stop the agent.

Settings > Agent, with the live switches.

Live switches: Agent, Escalations, Follow-ups, Unit holds, Deposit links, WhatsApp, WhatsApp templates, Writing from the Console and Typing indicators. Each says what happens when it is on and when it is off.
Talking to leads: How far over budget an alternative may be, how many alternatives at once, whether they keep the property type; the agent's tone and things it must never say; the fixed wording used in set moments, in English and Arabic.
Reaching out: Hours between follow-ups for hot, warm, cold and dormant leads, when to stop, WhatsApp first messages per day, quiet hours, Friday prayer and the pause around iftar in Ramadan, all in each lead's own time zone; and news from the inventory: last units, a lower price, a new phase.
Closing: The hold length, deposit reminders before a hold ends, and who takes over after the deposit.
People: When a person steps in, your working hours, and negotiation rules.
Compliance: Opt-outs and the countries where no follow-up is sent.

Channels

In the panelSettingsChannelsConnections

Your own WhatsApp Business number and Telegram bot. Mark one as the default: it is the channel a lead hears from first, unless the lead prefers another. A chat stays on the channel where the lead writes.

One WhatsApp connection, active and the default.

Telegram lets no bot write first: a lead must open your bot once.
WhatsApp needs approved templates to write first or after 24 hours of silence.
Until you connect a channel, tests run on Klosr's shared Telegram bot.

Connecting WhatsApp takes a few steps at Meta: see For your technical team.

Lead fields

In the panelSettingsLeadsLead fields

Your own fields on every lead, beyond the ones Klosr has: text, a number, a date, yes or no, or a choice from a list. They show on the lead's form and can be filled from a lead upload.

Two lead fields of the organization's own.

Upload history

In the panelSettingsDataUpload history

Every Smart upload, in tabs: lead lists, project files, and media files. Each shows the file, its status, who uploaded it and when. Open one to continue it, such as a mapping waiting for confirmation or an upload ready for review.

Upload history: two lead lists, one awaiting confirmation and one ready to commit.

Team

In the panelSettingsOrganizationTeam

Everyone in your organization, with their role and extras. New user adds a person with a name, an email, a password and a role.

Open a person to change their role or give them extras on top of it. Extras only add to the role; they never take anything away.

A team member, with the role Sales and the list of extras.

Extra	Lets the person
Add leads	Add a lead by hand.
Delete leads	Delete a lead.
Smart upload leads	Upload a lead list.
Change a lead's scope	Change which projects and units a lead may be offered.
Edit projects and units	Change projects and units by hand.
Smart upload inventory	Upload a project's files and media.
Mark contract signed or refunded	Close a deal after the deposit.
Export statements	Download commission statements.
See reports	Open Reports.
Stop and start the agent	Use the stop button.
Add test leads, and mark a lead as a test	Work with test leads.

Your organization always keeps at least one Admin.

Roles

In the panelSettingsOrganizationRoles

The four ready roles and your custom roles, with each area's level and how many people hold the role. The levels of the ready roles are in Getting started.

The ready roles, and a custom role, Sales lead.

Copy makes a custom role from any role. A custom role can be renamed, changed area by area, or deleted once nobody holds it.

Editing a custom role: one level for each area.