AI analysis runs only when you click — nothing is generated in the background, so your quota is never spent silently.
🏆 Counsellor leaderboard
Tasks due today
Follow-ups due this week
Opportunities closing soon
Universities
Onboard the universities you work with — intakes, courses and commission plans first; connect their CRM API last (optional). Push leads from any lead profile; mark the opportunity Won when the university confirms admission.
🎓 Admissions & Commission Payments — per student, per university: what's credited, what's received, what's still to come
📖 Order Book — intake-wise admissions & booked revenue; expand a university for its breakup
📒 Ledger
Template Manager
One place for every message template — reusable across campaigns, automations and one-off sends. Merge tags: {{name}}, {{first_name}}, {{course}}, {{counsellor}}, {{campaign}}. Indian SMS needs the DLT template ID.
Workflows & Assignment
Rules run automatically on every new lead (manual, import or webhook) and on stage changes — matching on source/campaign/course etc., then assigning by equal, ratio or day-wise distribution, always skipping people on leave.
⚡ Workflows
📅 Roster — leave & week-offs — people on leave are skipped by assignment
✓ Added
Lead Capture
Everything that brings students in: hosted landing pages, form widgets for your own website, and trackable affiliate links with QR codes. Submissions flow through validation, dedupe, attribution and auto-assignment; Google Ads & Meta conversion events fire on every submit when configured.
🖥 Landing pages & widgets
🔗 Affiliate links
— every click, lead, admission and rupee attributed back to the link
Campaigns
Bulk and scheduled communication to your leads over SMS, WhatsApp, RCS and email.
Walk-ins
Scheduled visits, attendance, direct walk-ins and no-shows — with communication pinned to each visit.
Lead
Scheduled for
Status
Center
Counsellor
Purpose
Actions
Pipeline
Open opportunities — expected Admission & Partner Referral closures
Opportunities are created by pushing leads to universities (from any lead profile)
Leads
Prospects for calling, demo and sales closure
🔍
Name
Phone
Email
Institution
Source
Assigned to
Status
Follow-up
Actions
Activity Log
All team activities — fields change based on activity type
Date
Type
Lead
Logged by
Value
Notes
Follow-up
Actions
Tasks
Scheduled tasks and to-dos — calls, meetings, walk-ins, demos, document collection, payment reminders. Complete a task to log it as an activity.
Bulk History
Every import and bulk update, per module and per person
User management
Manage team accounts and roles
Name
Email
Role
Reports to
Phone
Status
Actions
Settings
Configure stages, activity types, dropdowns, permissions and platform preferences
🎓 Lead classification structure
Decide how your leads are classified — 1 to 4 linked fields, named your way. Examples: just Course; or Level → Course (UG/PG then the course); or University → Program → Course; up to 4 levels. Options can cascade: write Child | Parent to show an option only when its parent is chosen (e.g. MBA | PG). These fields appear in the Add-lead form and the leads table.
✓ Saved
🔀 Renamed or removed a value? Migrate existing leads first
Field
move leads with value
to
Updates every lead carrying the old value — columns, filters and exports pick the new value up automatically.
🧩 Add-lead form — order, labels & mandatory fields
Arrange the Add-lead form your way: reorder fields, rename labels, hide what you don't use, and mark what's mandatory. (Name & Phone stay required — they're the lead's identity.)
✓ Saved
📁 Document fields
Name the documents you collect from students — one per line (e.g. 10th Marksheet, 12th Marksheet, Aadhaar, Photo). Each becomes an upload slot on every lead's 📁 Documents panel.
✓ Saved
🚦 Lead stages & sub-stages
Your admission funnel. Selliora ships the standard education journey (New → Contacting → Counselling → Future Prospect → Registration → Admission, plus 🎉 Enrolled / ⛔ Closed / 🗑 Junk with their reasons) — rename, add or reorder anything to match how you work.
✓ Saved
🎉 Win celebrations
📢 Broadcast banner
Show a message across everyone's screen — announcements, deadlines, celebrations. Reaches every open session within a minute.
✓ Done
🌐 Developer API & custom domain
For your tech partners — create/update leads by API, and put everything on your own domain
API base: Create a lead:POST {base}/hook/{source-token} — one token per lead source (🔗 Inbound webhooks card). Update a lead:POST or PATCH {base}/api/leads/{source-token} with JSON {"phone":"+91…","name":"…"} — matches by phone or email, safe fields only, audited on the lead. Your own domain: Cloudflare dashboard → Workers → your worker → Settings → Domains & Routes → Add custom domain (e.g. api.yourbrand.com) — then paste it as the Worker URL here and every page, link, QR and API call carries your brand.
🖥 Lead Capture
Landing pages, embeddable widgets and affiliate links now have their own page in the menu.
🏢 Organization
✓ Saved
⚙️ Selliora Worker (server engine)
One small Cloudflare Worker powers reliable partner pushes (with retries) and inbound webhook ingestion (ID validation, caps, dedupe). Deploy once using worker/selliora-worker.js from the repo — setup steps are inside the file — then paste its URL here.
✓ Saved
🔗 Inbound webhooks — lead sources
Create a webhook per third party (Facebook forms via Zapier, Google, IVR vendor, university portals…). Each gets a unique URL and optional lead cap. Third parties must send numeric master IDs — junk values are rejected and logged.
💬 WhatsApp integration
Connect one WhatsApp Business number, or multiple numbers with a routing rule that decides which number sends each message.
✓ Saved
Numbers
🎨 Branding — your logo
Upload your consultancy's logo — it replaces the Selliora mark in the sidebar for your whole team. PNG/JPG, resized automatically.
Click to upload your logo
✓ Saved
🏛 Universities
University onboarding, lead pushes, commissions, admissions and the revenue ledger now live on their own page.
Role permissions
Control what Managers and Members can do. Admins always have full access. Changes apply immediately for everyone on next page load.
✓ Saved
Menu order
Reorder the navigation tabs. Use ↑ / ↓ to arrange, then Save. This is stored in the database and won't reset on updates.
✓ Saved
Form field visibility
Activity form: Fields per activity type configured above (value, duration, outcome, next steps). Lead form: Core fields are fixed; set the lead unique-field rule above to prevent duplicates.
Data integrity summary
Reports & Analytics
Revenue trends, team performance, source analysis and pipeline health
Up to 4 phone numbers and 4 email ids per lead (the main phone/email above are the Primary). Labels are managed in Settings → Dropdowns.
✓ Saved
Log activity
Follow-up
✓ Logged
My profile
?
Change password
→
New opportunity
✓ Saved
Mark opportunity WON 🎉
This logs the matching Activity (Admission / Partner Referral) with the actual amount, so your dashboards & KRAs update.
✓ Done
Mark opportunity Lost
✓ Done
Change history
Bulk action & upload history
🔗 New affiliate link
Name it after where you'll use it — "YouTube Jan MBA video", "Shop counter QR" — so the numbers stay readable as you grow.
💵 Record a payment received from a university
Enter what you received, then spread it across the students it covers. Oldest dues are filled first with Auto-allocate — adjust any amount for partial payments.
🧪 University's live response
Pick the field that tells us if we're first
These are the fields from their reply. Click the one that indicates whether the student was new or already existed — Selliora will use it for ⭐ primary / ↩ secondary on every future push to this university.
Full raw response
✨ AI settings
One-time setup — your own free AI account powers every ✦ button in Selliora.
Keep provider as Google (Gemini) below, paste the key, hit Save
Free tier is generous — plenty for message writing, page generation and insights. Costs & limits stay on your own Google account; no other workspace can ever use your key.
🎨 Email designer
🏛 Push lead to universities
Select each university with the course & intake the student is interested in — all receive the lead in one go. Each university's API response tells us whether we are the primary (first) source for this student there; that status appears on the push automatically.
⚙ Customize my lead profile view
Change Lead Stage
Previous stage changes
Merge duplicate leads
Pick the lead to keep. All activities, tasks, opportunities, walk-ins, messages and source touches move to it; its empty fields fill from the other lead; the other lead's phone is kept as an Alternate contact point; then the duplicate is deleted. This cannot be undone.
New landing page
Field order (drag ⠿ to rearrange — Name & Mobile always included)
On every successful submission, this form fires your platform's own conversion event — no more "portal shows 40 leads but Google shows 12". (Note: repeat enquiries merge into one lead here but count as separate conversions there — the Re-enquiries tab explains any small gap.)
📁 Documents
Add provider
New template
— designs export into the body below automatically
New campaign
New assignment rule
New inbound webhook
Add WhatsApp number
Add partner
🔌 CRM API connection — optional; leave empty to run in manual mode
When the day's cap is reached, remaining leads wait in the queue and go out automatically after midnight — no button, no lost leads. (Primary caps count confirmed-primary deliveries; a lead in flight can occasionally tip past the cap by one.)
Universities usually pay commission only to the first consultant who registers a student. When we push a lead, their system replies — and that reply can tell us if we were first ("primary") or if the student was already in their database ("secondary").
Example — if their reply looks like {"status": "new", "id": 8231}, enter field status and value new.
For a field inside another one, join with a dot: {"data": {"is_primary": true}} → field data.is_primary, value true. Send a 🧪 test lead to see their actual reply.
Don't worry about getting this perfect — you can always mark any pushed lead ⭐ primary or secondary yourself from the university's lead list.
Left: the field name their API expects. Right: which Selliora value to send (or a fixed static value like an agent code).
Schedule walk-in
Communicate — walk-in
To: —
🚀 Go live in an hour — setup checklist
Steps auto-tick when Selliora detects they're done. Click a box to toggle manually, or Open to jump to the screen.
New task
Day:
Time:
✓ Saved
Complete task
✓ Done
Bulk update
Select a field and new value. It will be applied to all records matching the current filter/search, or only the rows you select below.
Apply to
✓ Updated
Import CSV
Update mode: First click "Export for update" to download a CSV with each record's unique ID. Keep only the rows you want to change, edit the columns you want to update, and leave cells blank to keep existing values unchanged. Then upload here — records are matched by the id column. Blank cells are never overwritten.
📂
Click to select or drag & drop CSV file
Supports .csv files only
Map your CSV columns to fields
Only the fields you map will be imported. Leave as "— Skip —" to ignore a column.
✓ File loaded. In Update mode, columns are matched by header name (and id or client_alias). Review the preview below, then click Update records. Blank cells are never overwritten.
Preview (first 5 rows)
✓ Imported
Create team member
Untick for support logins, ex-staff or service accounts. Accounts already owned by this person keep their owner.