Click "Generate AI narration" for an AI-written summary. Live alerts below are free and always shown.
Live alerts (current status, not period-bound)
Revenue leaderboard
Tasks due today
Follow-ups due this week
Upcoming deal closures
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
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
Team KRA Summary
Computed from logged activities
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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
Activity type — field config
Define which fields appear for each activity type
✓ Saved
🏢 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
🎓 Partners — university push
Partner universities whose CRMs receive opportunities. When a counsellor creates a Partner Referral opportunity and selects a partner, the lead data is pushed to that partner's webhook.
✦ AI Insights & AI Reporting
Paste your Cloudflare Worker proxy URL to enable AI narration and the AI Reporting Dashboard. The worker holds your API key securely (never in the browser). Free option: get a no-cost Gemini key at aistudio.google.com/apikey and deploy selliora-ai-worker-gemini.js (setup steps inside the file). Only anonymised, aggregated data is sent to AI — customer names are never included.
✓ Saved
Network / IP status bar
A browser can't read its own public IP, so a small Cloudflare Worker reflects it back. Deploy selliora-whoami-worker.js, paste its URL here, and each user sees their public IP and connection strength in the status bar at the bottom.
AI usage today — consumed vs pending (all users)
✓ Saved
Custom field labels
✓ Saved
Duplicate detection rule
How Selliora decides two leads are the same person. Enforced everywhere — manual entry, CSV import and integrations (numbers are format-normalized first, so +91 98765… and 98765… always match).
✓ Saved
Invoice — unique field (cheque/invoice no.)
Which invoice field must be unique (e.g. invoice number, cheque number) to prevent duplicate entries
✓ Saved
Invoice — type options
Manage the dropdown values for the invoice "Type" field (e.g. Renew, SMS, Email, VidyaCall, Whatsapp).
✓ Saved
Geo masters — State / District / City
All 36 Indian states/UTs are pre-loaded. Import districts and cities from a CSV with columns: state, district, city (city optional per row). Integrations must send numeric geo IDs — export the ID sheet to share with vendors.
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⚡ Lead assignment & automation
Rules run automatically on every new lead (manual, import or webhook). Conditions match on source/campaign/course etc., then the lead is assigned by equal, ratio or day-wise distribution — always skipping people on leave (roster below).
📅 Roster — leave & week-offs
People on leave or week-off are skipped by lead assignment for those dates.
✓ Added
Contact point labels
Labels for a lead's additional phone numbers and email ids (Primary, Alternate, Father, Mother…). Add your own — e.g. Guardian, Office, Hostel.
✓ Saved
Task types
Manage the task type dropdown (Call, Meeting, Walk-in, Demo, Document collection, Payment reminder, etc.).
✓ Saved
Zones — team regions
Manage the Zone dropdown used on user profiles, for zone-wise reporting.
✓ Saved
Build
Confirms which version this browser is actually running. If it doesn't match the build you just deployed, you're on a cached copy — hard-refresh with Ctrl+Shift+R.
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Product / modules options
Manage the checkboxes shown in the customer "Product / modules" multi-select field.
✓ Saved
Pipeline stages
Stages a deal moves through (Kanban columns). Set each stage's win probability (used for the weighted forecast) and colour.
✓ Saved
Pipeline deal types
Types of opportunities (e.g. Admission, Partner Referral). These are logged as Activities when a deal is won, and are hidden from the manual Activity dropdown.
✓ Saved
Stages per deal type
Not every stage applies to every deal type. Tick the stages that should be selectable for each type. Leave all ticked to allow every stage.
✓ Saved
Win celebrations
When anyone wins an opportunity, a brief celebration banner (winner's name + deal type) appears for the whole team for 45 seconds. No amount or customer is shown.
Broadcast banner
Show a message across the top of the screen for everyone. Optionally count down to a moment (maintenance, a deadline, a launch). Updates reach other users within a minute.
PREVIEW
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
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✦ AI Reporting Dashboard
Pick a report type and click Generate. (Requires AI Insights configured in Settings → Advanced.)
Revenue by type
Monthly revenue trend
Revenue by team member
Drop-off analysis by reason
Lead sources
Expected closures (next 6 months)
Add lead
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 assignment rule
New inbound webhook
Add WhatsApp number
Add partner
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.