Huong dan su dung

Quay lai CRM

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 nangMo ta
Xac nhan dang kyTu dong gui tin xac nhan + ma QR thanh toan khi HV dang ky
Huong dan hocTu dong tra loi cach truy cap bai hoc tren productiveai.info
Quyen loi khoa hocTu dong tra loi quyen loi cua tung khoa hoc
AI ChatbotTra loi cau hoi phuc tap bang AI (YEScale API)
Upsell tu dongGoi y khoa hoc cao hon sau 24h thanh toan
Import Google SheetsNhap du lieu hoc vien tu Google Sheets
URL: https://zalo.sanphamthongtin.com | Server: 147.93.157.18 | Port: 3456

2
Dang nhap & truy cap

1

Mo trinh duyet, truy cap https://zalo.sanphamthongtin.com

2

He thong hien thi Dashboard voi thong ke tong hop

Hien tai CRM chua co dang nhap (truy cap truc tiep). Neu can bao mat, lien he admin de cai dat.

3
Ket noi Zalo

He thong su dung Zalo ca nhan cua founder de gui/nhan tin nhan. Can quet QR de ket noi.

1

Tren Dashboard, tim muc "Ket noi Zalo"

2

Nhan nut "QR Login" (mau cam)

3

Ma QR se hien thi. Mo app Zalo tren dien thoai > quet ma QR

4

Xac nhan tren dien thoai. Trang thai chuyen thanh Da ket noi (cham xanh)

QUAN TRONG: KHONG mo Zalo Web (chat.zalo.me) tren trinh duyet khi CRM dang chay. Se bi mat ket noi!
Session tu dong luu vao database. Khi restart server, CRM se tu ket noi lai ma khong can quet QR.

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

1

Tren Dashboard, tim muc "Dang ky thu cong"

2

Dien: Ten (bat buoc), SDT, Email, chon Khoa hoc (bat buoc)

3

Neu co Zalo UID cua hoc vien, dien vao. He thong se tu dong gui tin Zalo xac nhan + QR thanh toan.

4

Nhan "Dang ky". He thong tao enrollment va gui tin nhan.

Zalo UID la gi? La ma dinh danh Zalo cua hoc vien. Khi hoc vien nhan tin vao Zalo CRM, he thong tu dong luu UID.

5
Import tu Google Sheets

Buoc 1: Chuan bi Google Sheets

Tao hoac mo Google Sheets voi format sau:

Cot A: name *Cot B: phoneCot C: emailCot D: course_code *Cot E: zalo_uid
Nguyen Van A0901234567a@mail.comAINB(de trong)
Tran Thi B0912345678b@mail.comAIXA100(de trong)
Row 1 PHAI la header (name, phone, email, course_code, zalo_uid). Cot name va course_code bat buoc.

Buoc 2: Share Google Sheets

1

Mo Google Sheets > nhan Share (goc phai tren)

2

Chon "Anyone with the link" > quyen Viewer

3

Copy link (dang: https://docs.google.com/spreadsheets/d/XXXXXX/edit)

Buoc 3: Import vao CRM

1

Vao tab "Import" tren CRM

2

Dan link Google Sheets vao o URL

3

Nhap ten Sheet (mac dinh "Sheet1")

4

Nhan "Import". He thong doc va tao hoc vien + enrollment tu dong.

Ma khoa hoc hop le: AIMOI, AIVBHL, AIMC, AISL, AINB, AIST, AIVP, AIXA100, AISO18, AIVC

6
Chatbot tu dong

Khi hoc vien nhan tin vao Zalo, he thong tu dong phan loai va tra loi:

Hoc vien hoiHe 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 khacAI tu dong tra loi (YEScale API)
AI duoc train voi thong tin day du ve tat ca 10 khoa hoc, gia, quyen loi, va cach truy cap.

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 muaGoi y upsell
AIMOI (99K)AIVBHL, AIMC
AINB (648K)AIXA100, AISO18
AIMC (199K)AINB, AIXA100
AIXA100 (1.512M)AIVC
AISO18 (1.512M)AIVC
He thong tu dong bo qua neu hoc vien da mua khoa hoc duoc goi y.

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:

1

Nhan thong bao tu SePay voi so tien + noi dung CK

2

Tim enrollment phu hop (status = pending, so tien khop)

3

Cap nhat trang thai thanh paid

4

Gui tin Zalo xac nhan + huong dan truy cap bai hoc

5

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

1

Nhan tab "Hoc vien" tren thanh menu

2

Xem danh sach tat ca hoc vien, khoa hoc da mua

3

Tim kiem theo ten, SDT, email

Hoc vien tu dong duoc tao khi: (1) Dang ky thu cong, (2) Import Google Sheets, (3) Nhan tin Zalo lan dau.

10
Xu ly su co

Van deNguyen nhanCach xu ly
Zalo mat ket noiSession het han hoac mo Zalo WebNhan "QR Login" quet lai. KHONG mo Zalo Web.
Tin nhan khong gui duocVuot rate limit (200/ngay)Cho sang ngay hom sau. Kiem tra rate limit tren Dashboard.
Import loiGoogle Sheets chua share publicShare "Anyone with the link" > Viewer
AI tra loi saiAPI key chua cau hinhKiem tra .env tren server: AI_API_KEY
Webhook SePay khong hoat dongChua cau hinh SePayDien SEPAY_BANK_CODE, SEPAY_ACCOUNT_NUMBER trong .env
Server khong truy cap duocPM2 crash hoac server rebootSSH vao server: pm2 restart zalo-crm

Lenh SSH thuong dung

LenhMuc dich
ssh root@147.93.157.18Ket noi server
pm2 listXem trang thai CRM
pm2 restart zalo-crmKhoi dong lai CRM
pm2 logs zalo-crmXem log
nano /opt/zalo-crm/.envSua cau hinh

Zalo CRM Productive AI v1.0 | zalo.sanphamthongtin.com | 2026