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Business problems

No view of team performance without reading every chat

An owner can't read hundreds of chats to find out who's slow or which deal is stuck. What you need are daily numbers, an account per staff member, and consistent assessment.

See the fix 7-day plan
Signs you're dealing with thisTick what happens in your business

Tick the signs you're experiencing.

Common causes

  • All staff use one account.
  • No daily summary.
  • No automatic assessment.

The impact

  • Service problems are spotted too late.
  • Good staff go unnoticed.
  • Decisions are made without data.

Common mistakes

What often makes this problem come back

Reading every chat one by one

It eats up time and is unfair to staff with fewer chats. Start from the numbers in Ringkasan (Overview) and the reports.

Assessing without per-staff accounts

If every staff member uses one account, performance can't be told apart. Make sure each person signs in with their own account.

Applying every AI suggestion right away

Review Bos AI's suggestions first. Use "Saya setujui dulu" (I approve first) mode for the first few weeks.

How to solve it

Fix it step by step in Conex Bisnis

Menu names match the business.conex.chat dashboard (in Indonesian). Steps marked Pro require the Pro plan.

  1. 1

    Make sure every staff member has their own account via Tim & Peran (Team & Roles).

  2. 2

    Open Ringkasan (Overview) every morning and clear the "Perlu tindakan" (Needs action) list.

  3. 3

    Review the order report in Pesanan & Booking (Orders & Bookings) every week.

  4. 4

    Pro Turn on Bos AI in "Saya setujui dulu" (I approve first) mode to review your bot and staff every night.

  5. 5

    Pro Use the Pipeline to see deal value by stage.

7-day plan

One small step every day

One step a day so it's easy to roll out with your team. Day one can start on the Free plan.

  1. Day 1

    One account per staff member

    Make sure all staff sign in with their own accounts via email invites in Tim & Peran (Team & Roles).

  2. Day 2

    Get to know the Summary

    Open Ringkasan (Overview) and learn its five key numbers, including unreplied chats and new requests.

  3. Day 3

    Make it your morning to-do list

    Use the Perlu tindakan (Needs action) section in Ringkasan (Overview) as the team's to-do list every morning.

  4. Day 4

    Review order reports

    In Pesanan & Booking › Laporan (Orders & Bookings › Reports), check processing speed, cancellation reasons, and top customers.

  5. Day 5

    Set chat owners

    Assign chats to members so every conversation has a clear owner.

  6. Day 6

    Turn on Bos AI Pro

    Switch on Bos AI in "Saya setujui dulu" (I approve first) mode to review your bot and staff every night.

  7. Day 7

    Track deals by stage Pro

    Use the Pipeline to spot deals that haven't moved in a while and see the value at each stage.

  8. After that

    Move on to the next problem

    Keep the habits that work, then pick another problem you still feel.

    Business check-up

Features used

Learn about the feature

Free

Reports & summaries

Daily summaries, chats per channel, order reports with CSV.

Learn more Pro

Bos AI

AI manager: reviews the bot & staff, daily targets, escalations, Ask the Boss.

Learn more FreePro

Roles & permissions

Owner, Admin, Supervisor, staff, and custom roles (Pro).

Learn more Pro

Sales pipeline

Deals from chat, stage presets, automations, kanban & table views (Pro).

Learn more

Before vs after

What changes

Before With Conex Bisnis
Progress asked for verbally.A Summary with five key numbers.
All staff on one account.An account and role for each staff member.
Assessment based on gut feeling.Bos AI assesses from real data (Pro).
Problems spotted too late.Bos AI flags disconnected channels and unowned chats (Pro).

Free vs Pro

Features for this problem by plan

Free No time limit

Pro Everything in Free, plus

Good to know

  • Bos AI reportsBos AI's daily report arrives as a notification in the dashboard. Reports via WhatsApp aren't available yet.

FAQ

Questions about this problem

Is there a performance report per staff member?

Bos AI (Pro) rates staff reply speed and reports it daily as a notification.

What can I monitor on the Free plan?

The daily summary and order reports are available on every plan.

Do staff know Bos AI is rating them?

Bos AI gives staff daily targets, so they see its guidance too.

See also

Related solutions & problems

Teams

Business owners

Daily summaries, order reports, Bos AI, roles & permissions.

See solution Teams

Sales

Pipeline, quotes, stage automations, and Bos AI daily targets.

See solution Business size

Small business with a team

Staff & roles, chat assignment, pipeline, broadcasts, Bos AI.

See solution

Orders get lost in chats

Orders are copied from chat onto paper or a spreadsheet, then get missed or mixed up.

See how to fix it

Fix this problem starting today

Register for free with your WhatsApp number, then follow the 7-day plan above.

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