BANG Virtual Assistant-CRM guidance and support

Example

Guiding users through initializing their BANG CRM account, including setting up profiles, managing franchisee details, and configuring notification preferences.

Scenario

A franchisee new to the BANG platform needs to set up their account. The assistant provides a detailed walkthrough of each step required to complete the profile, password, advanced settings, and enrollment settings configuration.

Example

Assistance with adding and managing team members within the BANG CRM, including roles and permissions.

Scenario

A tutoring center manager wants to add new tutors and administrative staff to their BANG CRM system. The assistant offers guidance on filling out personal information, contact details, and setting up emergency contacts and additional information for each team member.

Example

Facilitating the matching process between students and tutors based on subject, availability, and special requirements.

Scenario

A user seeks to match a student who needs tutoring in math with the appropriate tutor. The assistant explains how to use the 'Quick Match' feature and the 'Cast for a Tutor' process, providing step-by-step instructions to ensure an optimal match.

Example

Support in scheduling tutoring sessions, managing session reports, and handling cancellations or rescheduling.

Scenario

An administrative staff member needs to schedule recurring tutoring sessions for multiple students. The assistant details the process of using the calendar feature, entering session information, and managing subsequent session reports and follow-ups.