The NabuClient blog

What is new in NabuClient

Product updates as they ship, and articles on getting more out of every part of the panel.

Product update

Call recordings are summarised and filed on the customer file in one tap

Put a call's recording on the customer file and it is transcribed and summarised, with the outcome and the next stage, deal value and follow-up date it suggests. Connect Issabel, Asterisk or a cloud PBX too: an incoming call opens the caller's file for the colleague whose extension rang, and every call is logged by itself.

Read more 3 min read

Product update

Response-time targets for tickets and the inbox

Set how many minutes the first reply and the close may take, per ticket department and for the inbox, in your own opening hours. The holder is told when a target is close, their manager when it is missed — and, if you choose, the conversation is handed to the next person. Each person's record is under Reports.

Read more 2 min read

Product update

Pin a console answer to the Work desk; it is read again every morning

Under every console answer with a figure or a chart there is "Pin to Work desk". A pinned answer is re-read every morning with the same tools, can be shared with colleagues, and a weekly pack of pinned answers goes to the owner's Telegram or Bale.

Read more 2 min read

Product update

Send your invoices straight to the Iranian tax system (Moadian) with your own key

Accounting has a new Tax system (Moadian) page. Give your memory id, economic code, private key and certificate, and send any issued invoice with one button. Each submission shows its status and the tax system's answer, can be sent again, and returns, corrections and cancellations go through credit notes.

Read more 2 min read

Product update

Meeting notetaker: draft minutes with decisions and tasks from a recording

Record a meeting in a voice room, or upload the recording of a meeting held in person. It is transcribed and drafted into minutes on the project — a summary, the decisions and each person's action items with their dates — for you to review and hand out.

Read more 2 min read

Product update

Loyalty — points on purchases, levels, a birthday gift, referral codes and coupons

The new NabuLoyalty add-on gives points for every purchase at the cash register, in the online shop and on the order board. Customers spend points and coupon codes at checkout, get a gift on their birthday, bring friends with a referral code and see their points under "My points" in the customer portal.

Read more 2 min read

Product update

Your business starts set up for its own trade

Pick your industry and the panel gets that trade's pipeline, custom fields, tags, ready replies, paused playbooks and Metro tiles. Five short questions fit the kit to your business, and sample customers come and go in one click.

Read more 2 min read

Product update

Bring your customers across from Mizito, Hesabfa or any Excel file

Give the import page a Mizito export, a Hesabfa people list or any Excel or CSV file. Columns are recognised for you, you see how many customers are new and how many you already have before anything is filed, and nobody is filed twice.

Read more 2 min read

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