ORALZY
FAQ

Subah staff meeting ke liye Daily Huddle screen aur aaj ka plan/targets kahan dikhe?

Sidebar → Today → Huddle me subah ki team-briefing screen hai (aaj ke appointments, high-risk patients, kal ka revenue, goals, "Print Briefing", "Send to WA now"). Owner ka Yesterday · Today · Tomorrow board Insights → Reports → Performance me hai. WhatsApp par roz huddle bhejne ka switch/time Setup → Settings → Auto Messages → AI Morning Huddle me (default OFF).

Where in ORALZY: Sidebar → Today → Huddle · Insights → Reports → Performance · Setup → Settings → Auto Messages → AI Morning Huddle

Do screens hain — dono live screens:

  1. Huddle (Sidebar → Today → Huddle): subah ki team meeting ke liye start-of-day dashboard:

WhatsApp par roz apne aap: Setup → Settings → Auto Messages → "AI Morning Huddle" — "✅ Send to WA" on karo, "Send at hour (IST 24h)" (5–12, default 9) aur "➕ Add recipient" se numbers jodo. Default OFF hai aur sirf jode gaye numbers par jaata hai. Pehle hi manual send kar diya to us din ka scheduled send skip hota hai.

  1. Performance (Sidebar → Insights → Reports → Performance): owner ka 3-column daily board — Yesterday / Today / Tomorrow + KPI strip (case acceptance, re-appointment %, collections %, A/R days, cancellation rate, production trend).

Quick steps

  1. Today → Huddle kholo — subah ki briefing
  2. 'Print Briefing' se A4 handout ya speaker se sunao
  3. Roz WhatsApp chahiye: Setup → Settings → Auto Messages → AI Morning Huddle on + recipients
  4. Targets/KPIs: Insights → Reports → Performance

daily huddlemorning huddleperformance boardteam meetingsubah meetingtargetskpibriefingprintrevenueno-show