Automations
Automation Management Guide
Introduction Automation Management helps streamline processes by automatically executing predefined actions based on triggers and conditions. This guide explains how to effectively manage, monitor, and control automations within the platform. How to ...
Automation - An Overview
Overview Automation in Meritto CRM is a rule-based workflow that executes predefined actions when specific criteria are met. It enables you to streamline counselor allocation, multi-channel communication, lead scoring, and trigger webhooks by ...
Manage Automation List
Introduction Discover Automation Management: This guide explores how to effectively implement and utilize automation to enhance efficiency in your organization. How to Manage Automation List? Search for the "Manage Automation" section in the Search ...
Automation-Communication Nodes Reporting
Node-level Reporting With a single click of the communication nodes, we will have the entire Communication Reporting along with the target audience captured in that particular node. This will enhance the user experience and increase visibility on ...
Allocation of Leads/Applications & Opportunities via Automation
Overview Meritto’s Counselor Allocation Automation enables you to automate the assignment of leads, applications, and opportunities to the right counselors based on predefined business logic, lead scoring models, source-based segmentation, and ...
Popular Articles
Lead Allocation in Meritto CRM
Overview Meritto CRM provides a comprehensive lead allocation system designed to distribute leads efficiently among counselors. The system supports both manual and automated allocation methods, offering flexibility to align with various business ...
All About Mio AI Guide
Introduction Mio AI is Meritto's high-performance Agentic AI platform, designed from the ground up to serve as a digital teammate for the education industry. It was created to address the core, persistent challenges that institutions face: ...
WhatsApp MM Lite Enablement via Meta Platform (Meritto Guide)
Overview Meritto uses Meta’s official WhatsApp Business API (WABA) onboarding and upgrade flow to ensure secure, compliant, and scalable WhatsApp communication for all clients. What Is MM Lite? MM Lite (Messaging Metrics Lite) is Meta’s latest ...
WhatsApp Embedded Sign-up: What is it and how to proceed?
Introduction WhatsApp Embedded Signup is a streamlined, user-friendly process that simplifies the onboarding of businesses to the WhatsApp Business Platform on Meritto. Why is it required? The WhatsApp Embedded Signup process is a crucial addition to ...
Application Manager - An Overview
Overview Meritto’s Application Manager is a platform designed to track and manage applications initiated by leads within the system. It provides real-time insights, customizable filters, and seamless communication tools to streamline the entire ...