Audience: All CRM & ERP staff
Duration: ~30 minutes (reference; use while working)
Prerequisites: Getting started
What is Sovix?
Sovix is Skolzo’s in-product guide — a chat assistant on CRM and ERP that helps staff find the right screen, understand what their role can do, and take the next setup step. It is grounded in:
| Source | What Sovix uses it for |
|---|---|
| NAV catalog | Sidebar routes you are allowed to open (permission-filtered) |
| ACTION catalog | Deep links that open create / invite / import flows (?action=…) |
| ACCESS & DATA | Your roles, school scope, live counts (e.g. leads in pipeline, onboarding %) |
| DOC catalog | Matching docs.skolzo.com training excerpts |
| SETTINGS catalog | Configurable fields, allowed values, impact, and whether you can open/configure |
| GOVERNANCE EFFECTIVE | Live branch policy (HQ locked vs override) for governed domains |
| MODULE guide | Report routes and module summaries (analytics, admissions, ERP scorecards) |
| PLAYBOOK catalog | Step-by-step flows + troubleshoot lines (WhatsApp setup, convert lead, collections, …) |
| RBAC hints | Lead visibility, admin-only settings, CRM vs ERP, billing access |
| Plan / usage DATA | Tier, trial, paywall, hot usage meters, sample locked plan keys |
| Current screen | Label and menu group from the URL you are on |
Sovix does not edit leads, fees, or attendance. It suggests navigation and explains access. For drafting WhatsApp/email on a lead, use Counselor copilot. For ad-hoc KPI questions on live data, Sovix may offer a handoff to Management analyst or ERP scorecards.
Not for parents — direct families to Parents portal or your school help desk.
1. Where to open Sovix
| Entry | CRM | ERP |
|---|---|---|
| Floating chat | Bottom-right sparkle button on school workspace | Same on /erp routes |
| Full-page workspace | /school-panel/ai/sovix (AI → Sovix guide) |
/erp/sovix |
| Keyboard | Ctrl+Shift+K toggles the sheet (when Sovix is enabled) |
From the sheet header:
- Open full page — wider layout for longer Q&A sessions
- Help for this page — opens the matching public guide on docs.skolzo.com (step-by-step training)
If the launcher is missing:
- Platform may have disabled Sovix — SuperAdmin: Admin → Settings (
platform.sovix.enabled). - School may have disabled the Sovix guide agent under AI governance.
- Server needs
SOVIX_AI_API_KEY(orPLATFORM_AI_API_KEY) — IT contact Skolzo support. - Your user may lack CRM or ERP workspace access — IT admin.
2. Three layers of help (use together)
┌─────────────────────────────────────────────────────────┐
│ Working in CRM/ERP │
├─────────────────────────────────────────────────────────┤
│ Help for this page → full guide for THIS route │
│ Sovix → “where / how / can I?” + links │
│ docs.skolzo.com → role onboarding & deep dives │
└─────────────────────────────────────────────────────────┘
| Need | Best tool |
|---|---|
| New hire learning a role end-to-end | docs.skolzo.com — e.g. Counselor, Finance |
| “Where is…?” while on a screen | Sovix (mentions current page when URL is mapped) |
| Official step-by-step for open menu | Help for this page strip at top of content |
| Draft message on a lead | Counselor copilot — not Sovix |
| Board-ready KPI narrative | CRM Management analyst or ERP Scorecards — Sovix may link you there |
3. Skolzo AI tools — do not mix them up
| Tool | Route (CRM unless noted) | Purpose |
|---|---|---|
| Sovix guide | /school-panel/ai/sovix, /erp/sovix |
Navigation, permissions, setup, training pointers |
| Counselor copilot | /school-panel/ai/copilot |
Draft/summarize on leads and admissions threads |
| AI insights | /school-panel/ai/insights |
SLA/funnel anomalies for admissions leads |
| Management analyst | /school-panel/ai/analyst |
Natural-language questions on CRM scorecard-style data |
| Conversation review | /school-panel/conversation-review |
QA on AI-assisted messages |
| AI voice | /school-panel/ai-voice |
Voice agents (telephony required) |
| ERP scorecards | /erp/reporting |
KPI workspace for operations/finance leadership |
When you ask about pipeline, follow-ups, or SLAs, Sovix may show a Open Counselor copilot handoff with your question prefilled (from=sovix). When you ask about scorecards, KPIs, or collection rates, it may hand off to Management analyst (CRM) or ERP scorecards.
4. How to ask (and read answers)
Strong prompts
- “What can I do on this screen with my role?”
- “Where do I invite staff and assign CRM roles?”
- “How is Counselor desk different from the leads inbox?”
- “Walk me through Connect → Template → Send → Measure for admissions.”
- “What does onboarding want me to finish next?”
- Hindi / Hinglish location questions work — e.g. “lead follow-up kahan karte hain?”
Citations in replies
Sovix cites grounded sources inline:
| Tag | Meaning | You can tap |
|---|---|---|
[NAV-n] |
Sidebar destination | In-app link to route |
[ACTION-n] |
Create/invite/import deep link | Opens form with query params |
[ACCESS-n] / [DATA-n] |
Your scope or live metric | Context only |
[DOC-n] |
Training guide excerpt | docs.skolzo.com link |
[SETTING-n] |
Configuration surface + fields | In-app settings route |
[MODULE-n] |
Module / reporting hub | Primary module route |
[PLAYBOOK-n] |
How-to + troubleshooting | Primary route + /learn/… doc slug |
[RBAC-n] |
Permission / scope rule | Context only |
Prefer ACTION citations when you asked to add, create, invite, or import — they open the right dialog, not only the list page.
Plan locks
If a feature needs a higher plan, Sovix should say so instead of pretending the menu works. Admins: Billing plans.
Settings answers (what to expect)
For “where do I set…?” or “can I change…?” Sovix should answer with:
[SETTING-n]row — route,access=open|no_permission|plan_locked,canConfigure=yes|no- Field keys — allowed values, default, impact on leads/fees/comms
- GOV-* line when HQ locked a franchise domain (you may see effective values but cannot override)
- Not the wrong screen — e.g. default lead priority is Lead preferences on Branch settings, not Lead distribution rules
Example: “Default lead priority” → /school-panel/settings/governance → field defaultPriority (LOW|NORMAL|HIGH|URGENT, default NORMAL).
5. Suggested questions (by persona)
Sovix rotates starter questions based on nav persona (counselor, admissions, finance, principal, admin, teacher). Categories include:
CRM: Counselor desk & leads · Admissions pipeline · Communications · Analytics · Setup · AI tools
ERP: Students & attendance · Fees & collections · Academics · HR · Operations · Setup · AI & review
On Counselor desk, Communications, Integrations, or Sovix full page, extra contextual prompts appear (e.g. morning priorities on desk, connector install on integrations).
Use Explain this page (when shown) for a one-shot summary of the current route.
6. CRM areas Sovix maps well
Use Sovix as a live index into these groups (exact items depend on your permissions and plan):
| Nav group | Examples | Learn more |
|---|---|---|
| Overview | Dashboard, Counselor desk, Getting started, Operational review | Counselor · Operational review |
| Admissions | Leads, Applications, Campus visits | Applications & visits |
| Inbox & outreach | Communications, Calls, Automations, Templates | Communications playbook |
| AI | Sovix, Copilot, Insights, Voice, Analyst | CRM AI · this guide |
| Analytics | Funnel, Executive scorecards, Reports & attribution, Campaign ROI, Exports | Principal & reporting |
| People | Tasks, Families, Teams, Field force, Productivity | Counselor · Field force |
| Payments (CRM) | Pending fees, Transactions, Razorpay, Reconciliation | Finance (post-enrollment in ERP) |
| Marketing & listing | Campaigns, Directory, Photos, Programs | CRM marketing |
| Settings | Integrations, Data import, SLA, Enterprise | IT admin · Integrations |
Counselor desk (/school-panel/counselor) is your personal queue (call-now, tasks). Leads inbox (/school-panel/leads) is the full pipeline — Sovix is trained to keep them distinct.
7. ERP areas Sovix maps well
| Nav group | Examples | Learn more |
|---|---|---|
| Students | Roster, Attendance, Certificates, Document registry | Student 360 · Certificates & documents |
| Academics | Structure, Timetable, Homework, Exams, LMS, Online exams | Teacher · LMS |
| Finance | Fees, Student wallet, Collections, Payments | Finance · Collections |
| HR | Payroll, Leave, Staff | HR & payroll |
| Operations | Transport, Hostel, Library, Help desk | ERP operations |
| Compliance | UDISE, Trust center | Compliance |
Teachers on Teacher mobile (/erp/mobile/teacher) can still ask Sovix on desktop ERP for “where is attendance for my sections?”
8. Live context Sovix may mention
When your school scope is active, answers can reference real counts (always verify before external sharing):
- Onboarding checklist completion %
- Leads in pipeline / by stage (respecting “my leads” vs manage-all)
- Overdue platform tasks
- Whether WhatsApp/SMS/email connectors are installed
Treat these as operational hints, not audited reports — use scorecards and exports for board packs (Principal guide).
9. Limits, privacy & safety
- Answers are guidance — verify fees, legal, and compliance in official modules and guides.
- Do not paste passwords, API keys, Aadhaar, or full payment card numbers into chat.
- Sovix audit logs questions at platform level; use thumbs up/down in the panel to improve quality.
- Skolzo subscription billing: Billing plans. Parent fees: Finance.
- Parent-facing issues: Parents portal — not Sovix.
10. Practice exercises
- On your current CRM or ERP screen, ask Sovix what your role can do here; follow one
[NAV-n]citation. - Ask the difference between Sovix and Counselor copilot; open each from the AI hub.
- Ask “what onboarding step should I finish next?” and complete one linked task.
- Open Help for this page and compare with Sovix’s answer — use docs for depth, Sovix for speed.
- (Admins) Ask where to install WhatsApp; confirm the path matches
/school-panel/integrations.
See also
- CRM AI copilot — lead messaging and governance
- Getting started — CRM vs ERP boundary
- Communications playbook — Connect → Template → Send → Measure
- Principal & reporting — Analytics hub and exports