CRM Clique Responde Academy
Learn the CRM at your own pace
41 short video lessons, screen by screen, with subtitles: 1h12 of content, from company setup to reports. Watch the demo lessons for free.
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Lessons are narrated in English, with subtitles (you can switch to the original Portuguese audio). The system shown on screen is in Portuguese; quoted names are the on-screen labels.
Demo
Free lessons
See what a day in CRM Clique Responde looks like: conversations, Kanban, AI and campaigns.
FreeLesson 16
2:08The conversations screen and how to accept a conversationAtendimentos
FreeLesson 20
1:28Kanban: pipeline stages and moving customersAtendimentos › Kanban
FreeLesson 28
2:32Talk.Ai: create an AI agentAdministração › Talk.Ai
FreeLesson 33
1:38Create and track campaignsCampanhas › Listagem
Get CRM Clique Responde and unlock every lesson, with a certificate
Customers get all 41 video lessons, screen by screen, and a CRM Clique Responde Academy completion certificate for every team member.
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Module 1
Getting started
Set up your company: users, queues, connections, tags and contacts.
CustomersLesson 01
4:34Add users and permissionsAdministração › Operação › Usuários
CustomersLesson 02
3:31Queues and chatbot: round-robin and menu optionsAdministração › Operação › Filas & Chatbot
CustomersLesson 03
2:23Settings (1): support, chatbot and automatic messagesAdministração › Sistema › Configurações
CustomersLesson 04
2:32Settings (2): audio, LGPD, transfers, notifications and PIXAdministração › Sistema › Configurações
CustomersLesson 05
2:12Settings (3): pause reasons and closing rulesConfigurações › Atendimento
CustomersLesson 06
1:29Settings (4): disk cleanup and layoutConfigurações › Manutenção e Layout
CustomersLesson 07
2:28Connections (1): channels, how to connect and the General tabAdministração › Canais & integrações › Conexões
CustomersLesson 08
3:00Connections (2): integrations, messages, chatbot, NPS and default flowConexões › Editar conexão
CustomersLesson 09
1:29Quick repliesAtendimentos › Respostas rápidas
CustomersLesson 10
1:14TagsAtendimentos › Tags
CustomersLesson 11
2:15Contacts: add, edit, import and exportAtendimentos › Contatos
CustomersLesson 12
1:11Client portfoliosGerência › Carteiras
CustomersLesson 13
1:40HolidaysAdministração › Empresa › Feriados Recorrentes
CustomersLesson 14
1:29Birthday messagesAdministração › Empresa › Config. Aniversário
CustomersLesson 15
1:02File libraryAdministração › Operação › Lista de arquivos
Module 2
Day-to-day support
The agent's routine: accept, reply, transfer and organize conversations.
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FreeLesson 16
2:08The conversations screen and how to accept a conversationAtendimentos
CustomersLesson 17
1:37Reply to the customer: text, quick replies, attachments and internal notesAtendimentos
CustomersLesson 18
2:10Pause, transfer and close a conversationAtendimentos
CustomersLesson 19
1:35Schedule messagesAtendimentos › Agendamentos-
FreeLesson 20
1:28Kanban: pipeline stages and moving customersAtendimentos › Kanban
CustomersLesson 21
1:22Internal team chatAtendimentos › Chat Interno
CustomersLesson 22
1:05Call history and recordingsAtendimentos › Histórico de Chamadas
CustomersLesson 23
0:59WhatsApp StatusAtendimentos › Status
CustomersLesson 24
0:53Browser notificationsAtendimentos › Notificações do navegador
Module 3
Automation and AI
Conversation flows, AI agent, automatic Follow UP and integrations.
CustomersLesson 25
2:09Conversation flow (1): create the flow, message and menuAutomações › Fluxo de conversa
CustomersLesson 26
2:53Conversation flow (2): queues, simulator, versions and activating on a connectionAutomações › Fluxo de conversa
CustomersLesson 27
1:39Campaign flow: trigger a flow from a phraseAutomações › Fluxo de Campanha-
FreeLesson 28
2:32Talk.Ai: create an AI agentAdministração › Talk.Ai
CustomersLesson 29
2:04Follow UP: automatic follow-up by tagAutomações › Follow UP
CustomersLesson 30
1:34Integrations: types, creating a Webhook and where to enable itAdministração › Canais & integrações › Integrações
Module 4
Campaigns
Contact lists, bulk messaging and results tracking.
CustomersLesson 31
1:38Contact lists: create, import a spreadsheet and add contactsCampanhas › Lista de contatos
CustomersLesson 32
0:51Campaign settings: sending intervalsCampanhas › Configurações-
FreeLesson 33
1:38Create and track campaignsCampanhas › Listagem
CustomersLesson 34
1:44PRO Campaigns: schedules, connection rotation, variables and previewCampanhas › Campanhas PRO- Coming soonLesson 35 · Official campaigns and Meta templatesCampanhas Oficiais
- Coming soonLesson 36 · Group managementAdministração › Operação › Gestão de Grupos
Module 5
Management and reports
Track your team and results in real time.
CustomersLesson 37
1:21Dashboard: panel blocks and exportGerência › Dashboard
CustomersLesson 38
1:06Reports: filters, table and exportGerência › Relatórios- Coming soonLesson 39 · Lead sourcesGerência › Origem de Leads
CustomersLesson 40
0:52Real-time conversations panelGerência › Painel
CustomersLesson 41
0:51Tags dashboardAtendimentos › Dashboard de Tags
CustomersLesson 42
0:46Follow UP panel: customers by stageGerência › Painel FollowUP
Module 6
Advanced administration
Messaging API, billing and the history of everything done in the system.
CustomersLesson 43
1:17Messaging API: templates, token and test sendCanais & integrações › API- Coming soonLesson 44 · Billing: invoicesAdministração › Empresa › Financeiro
CustomersLesson 45
0:58Audit logs: records, search and detailsAdministração › Sistema › Logs de Auditoria
Get CRM Clique Responde and unlock every lesson, with a certificate
Customers get all 41 video lessons, screen by screen, and a CRM Clique Responde Academy completion certificate for every team member.
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