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
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
📖 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
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
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
🖥 Landing pages & widgets
Hosted lead-capture pages (each gets a public URL) and embeddable form widgets for your own website. Submissions flow through your webhook pipeline — validation, dedupe, attribution and auto-assignment included. UTM parameters are captured automatically.
🏢 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.
No logo
✓ Saved
🏛 Universities
University onboarding, lead pushes, commissions, admissions and the revenue ledger now live on their own page.
✦ 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 — student 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 lead fields
Add your own fields to the lead form — text, number, date, dropdown or yes/no. Mandatory fields block saving when empty. Values export with the lead CSV.
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
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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🧭 Stages & sub-stages
Your pipeline stages. Per stage (or sub-stage) you can make a follow-up mandatory (a next follow-up date must be set) and/or a comment mandatory when a lead moves into it.
With Forward only, counsellors can move leads only down the pipeline in the order below (e.g. Interested → New is blocked, and the earlier stages are greyed out in the Change Stage panel). Admins are always exempt so they can correct mistakes. Use ↑ ↓ on each stage to set the pipeline order.
✓ Saved
🎓 Courses / Programs
Each course gets a numeric ID — integrations and landing pages use these IDs. Share the ID with vendors (or the masters URL from your webhook).
✓ Saved
📥 Lead sources
The managed Source dropdown — keeps reporting clean (no more "Facebook" vs "FB" fragmentation).
📣 Campaigns — auto-registered from webhooks & landing pages; add manual ones here
🧭 Mediums
✓ Saved
🔥 Lead scoring
Points from rules add up to a score per lead; bands (Hot/Warm/Cold) tell counsellors who to call first. Scores recompute automatically on every change — new activity, extra source touch, walk-in attendance, opportunity, or field match.
Bands
Rules
pts
✓ Done
⚡ Workflows & Assignment
Assignment rules, automation workflows and the leave roster now have their own page in the menu.
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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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
📡 Communication providers
Connect SMS / WhatsApp / RCS gateways. MSG91 (SMS with DLT), Gupshup (WhatsApp/SMS), Meta Cloud API (WhatsApp), or a Generic HTTP adapter for any other vendor.
📝 Message templates
Templates now have their own page in the menu — email, SMS, WhatsApp (API & normal) and RCS in one place.
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 student details are 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
Counsellor productivity
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
🧪 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
Bring your own AI key — used only to write message content when you click ✨ Generate. The key is stored in your workspace settings and calls go through your Selliora worker, never exposed to counsellors' browsers.
🎨 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
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
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.