CSM

Cool Thanks Will do

Next steps: -> Create doc containing details of pilot-stage (limitations & expectations) and post-pilot (including pricing) -> Figure out how to create delightful experience for the client during next 2-weeks pilot. -> Wait for final confirmation from Abhishek ji. -> Make AI chatbot live for all users on instagram. -> Confirm from Sid that we are ready to automate comments + DMs across Insta + Fb. Ensure we are ready with this on priority. -> Also ensure the limitations & expectations for pilot phase can be met by the chatbot. -> Payment confirmation before the pilot ends.

We did speak about it On last call

From what u told me, what u discussed

HOW?? You haven’t talked to me or Simran or Sid - how have you gathered info??

No. Having several points of contacts feels frustrating for the client.

Yes . will take it ahead I have gathered most info and have talking points with him

@102095734710467 can I take it ahead with him for his questions Pls guide

It should have been you taking lead on this.

Thanks Simran for info Will be very useful to turning this into a paid client

Had a call with Abhishek Ji(From Dr. Priyanka Maurya) - He has tested the chatbot - ⁠It is performing really well according to him Some questions he had: - Will the chatbot auto-train? Apko Apke business k baare m sbs ache s pta hai to you can downvote a repsponse from the dashboard and the chatbot aut-trains itself - ⁠Will it be live on facebook also? Yes, it will be live Next steps: He will confirm by evening ki kb live krna hai, ek bar aur test krk

EOD update 1.called all clients assigned by Simran 2. Scheduled mails to clients 3. Call with Pankaj 4.Made plan for Dr Priyanka and Della Resort

Minutes of Discussion * Pankaj explained his expectations from me for the CSM role. * He assigned Della and Dr. Priyanka Maurya for me to handle next week. * He asked me to look for paid program and upsell opportunities with these clients. * He told me to discuss with him before starting anything new with any client. * He also said that if I am unable to do any task or have any doubts, I should ask him instead of assuming which will be helpful

Sharing all of them

Sharing

@149512442126388 Minutes?

@149512442126388

hmmm ok

Stuck in something urgent

@102095734710467 pls give me 10 min to join the call

Thank you

@149512442126388 I will finish contract note by 1 pm.

Shahid will do it. You can leave

need help on how to do it @102095734710467

no

@267155589353519 ok?

went to mind map clicked on add data < added sheet link < clicked on save

Updating in mind map then

Ok??

yes

should i write not assigned in sheet for this error?

done

Kar dungi

De do Bhai 😁

hum de de reh access

and i dont have access to jj dashboard @267155589353519

rest all ok

Vaccination OPD (OPD 50, 2nd Floor) Friday and Saturday cells are marked (unclear) in the sheet. I checked this closely and there's genuine glare/reflection on the board covering those two cells and it's not something I can responsibly guess at from the image. Worth a physical check

Sexual Health (OPD 1, Ground Floor) , the spreadsheet has "Dr. Deepak Jumani" listed for all six days (Mon–Sat). On the actual board, this row is blank for every single day , no doctor is listed at all

@149512442126388 update on this?

@102095734710467 scheduled a call with you on Friday 5 pm

@102095734710467 please fill the Contract Start Date , Renewal Date and Plan & Monthly Value (₹/£) in contract note as we discussed last time

Requesting u to get it resolved in priority

@111561876209776 created ticket for Medical Appraisal

mazedar features hai dashboard mein, growth session mein features hi batadijiye isbar

bulk mein edit and remove krskte

yes

have you checked it out?

@267155589353519 we have a new user management god option for this now: https://beyond-chats.netlify.app/beyondexams.org/god/users

added

Thanks!

okk

Wahi krke btatai hu

uske baad mindmap update krna hia

just need to check ki images ke data se match kre

readable mein hai sheet mein already

Let me clean the data n have readable data

Tomorrow pls 😁😁

ETA?

Okay

after checking ki corrrect hai ya nhi, update JJH mindmap for this data

Will do

@149512442126388 please review the data in images and verify if the doc has correct data or not

https://docs.google.com/spreadsheets/d/1k_ZcBUx6rxfuelefIWDeoHXAygjDNSVuOnKZGsUhiio/edit?gid=1510426153#gid=1510426153

<media>

<media>

It's urgent Need some data

@111561876209776 hi Kindly give me access to Medical Appraisal, Dr Priyanka Maurya and Brikoven Dashboard

Please check

@102095734710467 filled contract notes

@102095734710467 Sorry for late update. Mobile band tha somehow charged it a lil bit. Facing power cut since 7 am.

Will do

Still learning some process but thanks for telling me how to do

+ ticket created on dashboard

need ss link + chat link for this. thanks

okk

ask them ki we will remove it from bot, but it is still on website

make this a practice please, that way I can quickly delegate tasks

guys please share images in the form of shareable links instead of just uploading images. @267155589353519 @149512442126388 @155538146996345 you can use gdrive for this

Should I point this out to them?

But for some reasons they don't want on replies

I know right

https://medicalappraisals.org.uk/designated-body-connection

can you raise a ticket on medical appraisals dashboard

its on thier website

@111561876209776 can you help?

Please delete DDPU - keep it anonymous - Feedback from Dr Rehan - Medical Appraisal

Should I share this on group?

Got via @267155589353519 for the last issue Medical Appraisal picked up

Chatbot response

<media>

*MedAppraisals Weekly Performance Report: Jun 30 - Jul 6* =================== *OVERVIEW* *Paid Traffic:* 170 users (↑ from 92) | 44s Avg Engagement (↓ from 52s) | Top Cities: London (38), Birmingham (6), (not set) (5), Manchester (5) *Organic Traffic:* 150 users (↑ from 126) | 59s Avg Engagement (↓ from 71s) | Top Cities: London (29), Urumqi (15), Mumbai (6), Manchester (5) *Insight:* Both channels grew volume but lost engagement, and on the paid side that pairing matters: users up 85% (92 to 170) while engagement fell 52s to 44s, and conversion halved (see bot section). The extra paid use…

*Dr Malpani Weekly Performance Report: Jun 30 - Jul 6* =================== *OVERVIEW* *Paid Traffic:* 9325 users (↑ from 222) | 4s Avg Engagement (↓ from 11s) | Top Cities: Patna (879), (not set) (697), Ahmedabad (523), Agra (490) *Organic Traffic:* 1936 users (↓ from 2198) | 89s Avg Engagement (↓ from 91s) | Top Cities: (not set) (105), Bengaluru (67), Mumbai (64), London (58) *Insight:* The 42x paid jump (222 to 9325) is the YouTube promotions turned on this week, not a search-campaign change. This is top-of-funnel awareness traffic by nature: 4s average engagement and a tier-2/3 city mi…

Facing continuous electricity cut due to heavy rainfall in pune.

EOD update 1. Found 30 leads 2. Called 30 leads 3. Had a demo call 4. Made comparison sheet 5. Scheduled one demo meeting 6. Contract notes still remains

Sorry for the late update. EOD update: Followed up with 15 leads, had a call with Pankaj, completed the contract note sheet, and identified 6 new leads.

Let's do it on Monday Connecting with Nazeer n finishing off rest

Otherwise if you have enough context to begin work, we can connect on Monday once you’ve planned actionables

@149512442126388 I am available now if you want to connect

theek hai . makes sense

eod update : found 31 leads, called them , took 3 interviews, one demo video made, 5 follow up done, uploaded docs in drive .. couldnt do contract notes today

uhmm, jab tak apan exactly kya hai uske andar nhi dikha skte i don't think ki video banana chaiye, kyunki demo ka mtlb yeh dikha rhe ki this has been built and this is how you can use it abhi toh bss integration wali cheez hi dikh rhi hai + shuru mein jo problem bataai hai voh bahut weak hai aand its not feel like a hook to viewers

Ye bhi bta do

@267155589353519 iska feedback bacha hai

@267155589353519 pls gve feedbakc for secnd video too

taking a break of half n hr

no worries. probably my mistake in scheduling it. we are connecting tomorrow

Sorry!

Never received invite for this. So didn’t plan for it

Pankaj can give those details

Contract Start Date & Renewal Date , where to find @155538146996345 ?

ok

Lets shift it to later half of the day

daily connect CSM

@102095734710467

https://meet.google.com/kvy-vheg-ypd?authuser=0

Update One demo booked Reached out clients 15 Analysed chats of Della Almost finished contract notes Demo video still in process

kindly add me in the groups

@102095734710467 MaalVF, BrikOven, Elefant, Della have been assigned to me

* in the starting you should tell the problem ki why we introduced this feature, once viewer know the feature than only they will be interested to know how to use it * while showing an example chat, voiceover was not consistent

if more features remains, pls tell me, will make vidoes this week

https://www.loom.com/share/1b234ed740fb4d02a976c65950f5b4a6

razorpay integration

https://www.loom.com/share/f6a9b183f7db4fc98cb2598ff200bd45

sharing it here

nope

please share link of videos

alag alag tarike se chat bubble dikhate hai jo apan vohi hai variants

Mom csm connects 1. discussed on della bugs 2. reviewed CSM sheet taks 3. discussed about feature useage tracking 4. discussed about super admin dashboard

CSM connect minutes: •⁠ ⁠what is month end report? •⁠ ⁠⁠we should be better tracking feature usage of clients •⁠ ⁠⁠trend analysis/visibility/auto-tracking of bugs: can we detect if some bug affects all clients? We can then set it high priority - read super-admin portal ideas docs shared by nazeer: https://docs.google.com/document/d/1bwREp7IJI9tzFrWHdlybuahCkVija0HSZ-twxeTdKgw/edit?tab=t.0

Already scheduled the csm alternate meet

We will connect at 4:30 Just need some download

Sure

As long as you schedule todah

Anytime should be fine

Day already planned :/ Let’s connect informally at 04:30 for 5-10 min, and have the full 45 min connect tomorrow

features in prod: https://docs.google.com/spreadsheets/d/1F4y7g0n198LWmZq5oI9oWIG5w5erW4nJB56lAqiavOk/edit?gid=763382465#gid=763382465

@267155589353519 pls review videos that I made n suggest futher videos pls

@267155589353519 what are chatbot variants exactly?

Need some data

@102095734710467 can we connect at 4:30 today??

joined

Join this one

meet.google.com/swv-qqzp-gft

pls change rights of call, anyone can join

pls look right side top most button. u should have a req button

ye kya gadbad hai

<media>

wapas join karo

didnt receive the request

https://meet.google.com/euj-rjyd-uoq

accept me in, waiting room :P

But you're not in the meeting

on the link

please join

on link

CSM<>Product connect Thursday, 2 July · 1:15 – 1:45pm Time zone: Asia/Kolkata Google Meet joining info Video call link: https://meet.google.com/euj-rjyd-uoq

singhprach316@gmail.com

prachisingh2138@yahoo.com

whats your email id?

yes at 1:15

Sure

And please send all invites to contactbeyondchats and reachpankajbaranwal

Yes sharing calender

It’s easier for me if meetings are pre-planned at least a day in advance

@149512442126388 Please schedule alternate day connects w me as well. Starting from tomorrow

Available

@111561876209776 @149512442126388 Are you available by 1 or 1.15?

@155538146996345 @111561876209776 let's do the connect daily for some time It's important for me to get this done so that I understand everything well and can do things with clarity

Tomorrow also

Yes

We have common call tomorrow, shall we do it today?

Sure I will make sure that happens

It is on calendar today We will connect Today

Please be more sincere about actionables discussed.

@149512442126388 CSM call did not happen / get scheduled? Daily connect m baat hui thi parso that we should connect.

Analysed chats of 1.⁠ ⁠MedAppraisals (10/10) - No issues found 2.⁠ ⁠Apni Pathshala (10/10) - No issues found

Ok

Anirudh is the decision maker Abdul is the poc

Vaneet and Sourabh are the stakeholders. Vaneet is the decision maker

clients groups that have been handed over to me

and requesting you to add me in the group @102095734710467

pls confirm BrikOven's keystakeholders and decision makers

these need to be marked in some way. Will add this to tasklist with no ETA for now

Okay thanks

Brikoven campaigns run krti hai, ussi ka msg hai yeh

Mindmap Mein nhi hoga yeh

Yeh broadcast msg hai, most probably brikoven ne Khud hi bheja hai

@267155589353519 Can you check this chat how and why such discount message was generated. I am unable to get complete details in cources, not even relevant vector. https://beyond-chats.netlify.app/brikoven.com/46911?search_query=9th+Anniversary+with+a+special+discount&page=1&message_id=132199&right_drawer_tab=chat_details

*Dr Malpani Weekly Performance Report: Jun 23 - Jun 29* =================== *OVERVIEW* *Paid Traffic:* 222 users (↑ from 129) | 11s Avg Engagement (↓ from 23s) | Top Cities: Bengaluru (43), Chennai (30), Hyderabad (23), Mumbai (20) *Organic Traffic:* 2198 users (↓ from 2804) | 91s Avg Engagement (↑ from 77s) | Top Cities: (not set) (90), Bengaluru (77), Mumbai (55), Hyderabad (44) *Insight:* Paid users nearly doubled but engagement collapsed (23s to 11s), while organic users dropped 21.6% but engagement rose (77s to 91s). Organic users are now engaging ~8x longer than paid users. This line…

*Weekly Performance Report For MedAppraisals: Jun 23 - Jun 29* *OVERVIEW* *Paid Traffic:* - 92 users (↑ from 87) | 52s Avg Engagement (↓ from 57s) | Top Cities: London (21), Birmingham (5), Bolton (4) *Organic Traffic:* - 126 users (↓ from 142) | 71s Avg Engagement (↑ from 65s) | Top Cities: London (21), Singapore (8), Dhaka (5), Mumbai (4) *CORE WEB VITALS (Site Speed)* *Mobile:* - Score: 56 (↑ from 33) | LCP: 6.0 s (↓ from 8.2 s) | CLS: 0 (↓ from 0.851) | TBT: 480 ms (↓ from 650 ms) | Speed Index: 5.4 s (↑ from 4.0 s) *Desktop:* - Score: 52 (↓ from 86) | LCP: 1.5 s (↔️ from 1.5 s) | CL…

we had softened the AI suppression logic. If the response contained any link then we were treating it as a “helpful response” because AI was redirecting the user to a page. this softening came from alot of the reported bugs where the AI response was correct but still got suppressed. for della, I have removed this softening

What was the issue?

Awesome!!

fixed mis sentence issues. If the AI ever includes such phrases again even if in mid sentence then entire response will be supressed and a ticket will be created

**Minutes of Meeting with Pankaj** * Pankaj walked me through the sales sheet and explained each tab and column in detail. * He explained the client to-do list, the tasks expected from me, and the overall workflow for handling responsibilities. * He guided me on how to approach tasks, connect with relevant stakeholders, reach out to clients, and address client issues effectively. * He also explained the reporting structure and how all updates need to be documented and communicated. * We set up a recurring meeting for the next one month to ensure regular alignment and progress tracking. * He h…

FOrmat of chat analysis Update: Analysed chats of 1.⁠ ⁠MedAppraisals (8/10) - repeating name in every message 2.⁠ ⁠MatrixBricks (10/10) - many users are just asking same queries + some queries are getting downvoted by user without any reason 3.⁠ ⁠BrikOven (8/10) - formatting error + mindmap has link to career page of brikoven still bot says they do not have any opportunities

Chats analysis schedule Mon: IVFIndia + Della Resorts Tue: Elefant + BrikOven Wed: MedicalAppraisals + BeyondChats + AP Thurs: IVFIndia + Della Resorts Fri: Elefant + BrikOven Sat: MedicalAppraisals + MatrixBricks

Joining in 2 min

Lt me know and I will join the call