# A tour of Lumate

A page-by-page guide to the platform, in the order of the menu on the left:
- **at the top:** New (a task, a call Lumate makes for you, an app);
- **Home:** Dashboard, Inbox, Chats;
- **Work:** Tasks, Routines, Documents, Activity;
- **Customers:** Customers, Appointments, Messages, Listings;
- **Calls:** Call center, Call history, Playground;
- **Team:** each agent, All agents, Skills, Knowledge;
- **Apps:** the company's apps, and Build an app;
- **at the bottom:** Integrations, Settings, Help.

A section opens and closes when you press its name, and Lumate remembers it. After your first week the sections other
than Home start closed; the section of the page you are on is always open.

Press `?` anywhere for the keyboard shortcuts.

## The tour

The first time you open Lumate, a short tour greets you. It goes through the main pages in a fixed order:
Dashboard, Chats, Customers, Playground, Call history, Call center, Knowledge, Agents, Settings and Help. Each step opens its
page and points at its place in the menu.
- **Next** and **Back** move between the steps. **Skip** (or Escape) closes it.
- The tour shows only once for each person. To take it again, press **Take the tour** on the **Help** page.
- **Lumate explains** gives the tour by voice, in more detail, one chapter at a time: the pages above plus the Inbox,
  Tasks, Messages, Listings, Appointments, Routines, Skills, Integrations and Activity. In each chapter Lumate opens the
  page, says what it is for, names a few things you can do there with an example each, and suggests one thing to try
  ("say: show me the tasks in review"). It waits for your questions and goes on when you say so. Say "skip" to jump to
  the next chapter, or "stop" to end. The talk goes on in the small window while it moves you around.

## Departments and countries

A company has one or more **departments** and a **country**. Both are chosen when it is set up, and the owner changes
them in **Settings → Departments**.

**A department** brings a team (its agents, call scenarios, skills and routines), its kinds of contact with their
fields, and its pages. A company has as many as it has teams: a real estate office with someone hiring brokers has
Real estate and Recruiting.

| Department | Its contacts | Only with this department | Its page |
|---|---|---|---|
| Real estate | Customers: buyers, sellers, tenants, landlords | Listings, outside brokers | [Real estate](/docs/real-estate) |
| Any business | Contacts: leads, customers, partners, suppliers, others | | [Any business](/docs/any-business) |
| Recruiting | Candidates and employees | Pipeline; the monthly list of candidates due for deletion | [Recruiting](/docs/recruiting) |

- **One contact list.** Every contact has a kind, and every kind belongs to a department: a buyer to Real estate, a
  candidate to Recruiting. A card shows its kind's department's fields. The menu adds each other department's own view
  of the list (for example **Candidates**) and Recruiting's **Pipeline**.
- **The primary department** is the first one: shared pages use its words (Customers, Appointments).
- **One team.** Lumate, Coach, Librarian and Researcher serve every department. A department's own agents (Recruiting's
  Sourcer and Screener) belong to it; an agent's department is on its Settings tab, a scenario's in its editor.
- **Calls speak for their department:** a call's department is its scenario's, else the contact's, else the answering
  agent's, else the primary. That decides its tools and words: a screening call books an interview and never searches
  listings; a viewing call does.

Help's menu shows each department's own page. Companies made before sectors existed (1.10 and older) are real estate
in the UAE, and work as before.

**The country** gives the calling rules: which numbers are local, whether numbers are checked against a national
do-not-call register, the default recording notice, whether a call says that an AI is speaking, and what an admin
confirms before AI calls start (see [Security and compliance](/docs/security#calling-rules-by-country)):
the United Arab Emirates, Türkiye, or another country.

**Changing:** add a department, remove one, make another the primary, or change the country, then press **Preview the
change**. It lists the agents and apps an added department brings, the modules turned on or off, the pages hidden, the
tools agents lose, and the contacts whose kind belonged to a removed department (they keep it). **Apply** applies it.
Nothing is deleted: a removed department's contacts, agents, scenarios and apps stay, and come back with it.

## A day with Lumate (real estate)

1. **Morning.** The **Customers** board shows today's cards: who to call, who did not answer yesterday ("from yesterday"), and who waits for you. The calling agents call the "To call" column.
2. **During calls.** Each call's transcript lands on the customer's card. The card moves on its own:
   - **Done:** the request was met.
   - **For the manager:** they want to meet someone, or nobody answered twice.
   - **No answer:** called again later.
   - **Declined:** with "don't call me", the card is also marked do-not-call.
3. **For you** (the Inbox's first tab). Cards the agents handed to you and the appointment requests to schedule. Set the time; the appointment appears on the **Appointments** timeline.
4. **WhatsApp.** A customer writes. The message shows on their card and in **Messages**, and their agent writes a draft. You check it and press Send.
5. **Research.** You ask the Researcher: "Find 3-bed flats in Dubai Marina under 2.5M for Sara". It searches the portals in the office browser, saves the listings and matches them to Sara. They show on Sara's card and in **Listings**.
6. **Evening.** The coordinator writes the **daily report**: calls, reached customers, hand-offs, appointments. It arrives in your Inbox, and on WhatsApp if your notification phone is set. At midnight the board starts a new day; open cards carry over.