Muc luc
1 Tong quan he thong
Zalo CRM Productive AI la he thong quan ly hoc vien tu dong qua Zalo ca nhan. He thong co kha nang:
| Tinh nang | Mo ta |
|---|---|
| Xac nhan dang ky | Tu dong gui tin xac nhan + ma QR thanh toan khi HV dang ky |
| Huong dan hoc | Tu dong tra loi cach truy cap bai hoc tren productiveai.info |
| Quyen loi khoa hoc | Tu dong tra loi quyen loi cua tung khoa hoc |
| AI Chatbot | Tra loi cau hoi phuc tap bang AI (YEScale API) |
| Upsell tu dong | Goi y khoa hoc cao hon sau 24h thanh toan |
| Import Google Sheets | Nhap du lieu hoc vien tu Google Sheets |
2 Dang nhap & truy cap
Mo trinh duyet, truy cap https://zalo.sanphamthongtin.com
He thong hien thi Dashboard voi thong ke tong hop
3 Ket noi Zalo
He thong su dung Zalo ca nhan cua founder de gui/nhan tin nhan. Can quet QR de ket noi.
Tren Dashboard, tim muc "Ket noi Zalo"
Nhan nut "QR Login" (mau cam)
Ma QR se hien thi. Mo app Zalo tren dien thoai > quet ma QR
Xac nhan tren dien thoai. Trang thai chuyen thanh Da ket noi (cham xanh)
Khi bi mat ket noi
He thong tu dong ket noi lai sau 30 giay. Neu khong duoc, nhan lai "QR Login" de quet lai.
4 Dang ky hoc vien thu cong
Tren Dashboard, tim muc "Dang ky thu cong"
Dien: Ten (bat buoc), SDT, Email, chon Khoa hoc (bat buoc)
Neu co Zalo UID cua hoc vien, dien vao. He thong se tu dong gui tin Zalo xac nhan + QR thanh toan.
Nhan "Dang ky". He thong tao enrollment va gui tin nhan.
5 Import tu Google Sheets
Buoc 1: Chuan bi Google Sheets
Tao hoac mo Google Sheets voi format sau:
| Cot A: name * | Cot B: phone | Cot C: email | Cot D: course_code * | Cot E: zalo_uid |
|---|---|---|---|---|
| Nguyen Van A | 0901234567 | a@mail.com | AINB | (de trong) |
| Tran Thi B | 0912345678 | b@mail.com | AIXA100 | (de trong) |
Buoc 2: Share Google Sheets
Mo Google Sheets > nhan Share (goc phai tren)
Chon "Anyone with the link" > quyen Viewer
Copy link (dang: https://docs.google.com/spreadsheets/d/XXXXXX/edit)
Buoc 3: Import vao CRM
Vao tab "Import" tren CRM
Dan link Google Sheets vao o URL
Nhap ten Sheet (mac dinh "Sheet1")
Nhan "Import". He thong doc va tao hoc vien + enrollment tu dong.
6 Chatbot tu dong
Khi hoc vien nhan tin vao Zalo, he thong tu dong phan loai va tra loi:
| Hoc vien hoi | He thong tra loi |
|---|---|
| "Xin chao", "Hi" | Loi chao + gioi thieu |
| "Huong dan hoc", "Vao bai hoc" | Huong dan truy cap LMS theo khoa hoc da mua |
| "Quyen loi", "Duoc gi", "Co gi" | Quyen loi khoa hoc da dang ky |
| "Gia", "Bao nhieu", "Thanh toan" | Bang gia cac khoa hoc |
| "Dang ky", "Mua" | Hoi khoa hoc muon mua |
| Cau hoi khac | AI tu dong tra loi (YEScale API) |
7 Upsell tu dong
Sau khi hoc vien thanh toan, he thong tu dong len lich gui goi y khoa hoc cao hon sau 24 gio.
| Hoc vien mua | Goi y upsell |
|---|---|
| AIMOI (99K) | AIVBHL, AIMC |
| AINB (648K) | AIXA100, AISO18 |
| AIMC (199K) | AINB, AIXA100 |
| AIXA100 (1.512M) | AIVC |
| AISO18 (1.512M) | AIVC |
8 Xu ly thanh toan SePay
Tu dong (webhook)
Khi hoc vien chuyen khoan qua SePay QR, webhook tu dong goi API /api/webhook/sepay. He thong:
Nhan thong bao tu SePay voi so tien + noi dung CK
Tim enrollment phu hop (status = pending, so tien khop)
Cap nhat trang thai thanh paid
Gui tin Zalo xac nhan + huong dan truy cap bai hoc
Len lich upsell sau 24h
Thu cong
Neu can xac nhan thu cong, goi API: POST /api/payments/confirm voi {"studentId": 1, "courseId": 2}
9 Quan ly hoc vien
Nhan tab "Hoc vien" tren thanh menu
Xem danh sach tat ca hoc vien, khoa hoc da mua
Tim kiem theo ten, SDT, email
10 Xu ly su co
| Van de | Nguyen nhan | Cach xu ly |
|---|---|---|
| Zalo mat ket noi | Session het han hoac mo Zalo Web | Nhan "QR Login" quet lai. KHONG mo Zalo Web. |
| Tin nhan khong gui duoc | Vuot rate limit (200/ngay) | Cho sang ngay hom sau. Kiem tra rate limit tren Dashboard. |
| Import loi | Google Sheets chua share public | Share "Anyone with the link" > Viewer |
| AI tra loi sai | API key chua cau hinh | Kiem tra .env tren server: AI_API_KEY |
| Webhook SePay khong hoat dong | Chua cau hinh SePay | Dien SEPAY_BANK_CODE, SEPAY_ACCOUNT_NUMBER trong .env |
| Server khong truy cap duoc | PM2 crash hoac server reboot | SSH vao server: pm2 restart zalo-crm |
Lenh SSH thuong dung
| Lenh | Muc dich |
|---|---|
ssh root@147.93.157.18 | Ket noi server |
pm2 list | Xem trang thai CRM |
pm2 restart zalo-crm | Khoi dong lai CRM |
pm2 logs zalo-crm | Xem log |
nano /opt/zalo-crm/.env | Sua cau hinh |
Zalo CRM Productive AI v1.0 | zalo.sanphamthongtin.com | 2026