Account Types
Account Types
Partner Account
Partner Account can create and hold multiple dealer accounts and sub dealer accounts. Typically this account is of channel partner or integrator
Dealer account
Dealer Account can hold multiple sub-accounts for same business entity.Typically this account is for franchiser dealership or main account of multi-location business account within braango system
Sub Account or Sub Dealer
This account is typically assinged to location manager for franchise dealer. For virtual dealer mode , it will represent individual business/dealer account i.e. partner is acting as virtual proxy dealer for various businesses/dealers
Personnel account
This is the account assinged to sales or service rep within the location or business entity
Account Hierarchy
Account Hierarchy
master_account created manually via braango sales team
partner_dealer account created by master account calling create account api call
sub_dealer account created by master account using parnter_dealer's api_key
personnel account created by master account using partner_dealer's api_key and sub_dealer's sub_dealer_id
Account Modes
Account modes is an abstract concept that represent how the braango system is used by partner, integrator or end dealer/business
Virtual Dealer Mode
This mode is best suited for channel partners that are in business of lead generation, lead harvesting , portal providers, landing page providers, web-site providers etc or partners that wish to have flat hierarchy
In this mode master_account holder will create a partner_dealer account and all other businesses and dealers will be sub_dealers of this virtual dealer. Partner’s partner_dealer account act as proxy dealer account for various sub_dealers managed by the partner.
Typically in this mode of operation, master_account holder will create only one partner_dealer account, though many can be created for logical seperation
partner_dealer typically advertise their braango_number everywhere or use this braango_number to create outbound campaigns. Based on response of lead, they can decide to bridge the lead to actual sub_dealer or not.
partner_dealer can decide to use sub_dealer’s braango_number upfront to create outbound lead campaigns by harvesting old leads or use sub_dealer’s braango_number on their portal for sub_dealer account to generate inbound leads for sub_dealer
Real Dealer mode
This mode is suited for resellers that want to cater to hierarchical dealerships or businesses. The partner_dealer would typically be account assigned to main location or franchisor head quarters.
In this mode, channel partner or integrator cannot resell leads in late binding mode (see below for braango_leads binding modes) since they can only use partner_dealer account’s braango number for lead harvesting which in this case is assigned to real dealerhsip group
Typically in this mode of operation, master_account holder will create partner_dealer accounts for all the dealers that it is offering this product to, even if they are single location entities
virtual dealer mode is recommended for channel partners , lead generators and integrators as it gives most flexibility in terms of product usage. They can use real dealer mode too. Both modes can be mixed, though not recommended as accounting and mangement becomes quite complex
For resellers we recommend to use real dealer mode as braango_system is capable of managing hierarchy and gives business leverage to reseller to close bigger accounts. Dealer’s will be able to use braango UI if required.
Braango components
Braango Product Components
sub_account
Location manager account. Has privileges to create groups, various personnel, assign supervisors and can also participate in lead handling
personnel
Sales rep or service rep that handles leads or tickets. Has ability to subscribe to groups created via sub_account (sub_dealer). Can act as supervisor if configured so. Note each personnel can also have indivdual braango_number too, though this API is restricting that use case. Please contact us if this feature needs to be enabled
group
This is a logical sub-division within the location. It could very well represent business departments such as sales, service or could very well represent campaigns such as digital, print or platforms such as craigslist, ebay etc. Braango gives the location/business flexibility to define group based on its use cases. Every location gets a default group called “DEFAULT” that cannot be deleted
personnel can subscribe to multiple groups. Supervisor can monitor personnel from various groups even if they are not subscribed to that group
supervisor
This is personnel account that has been granted monitoring privileges of all the communication between lead and the rep. Monitoring happens on their cell phones, phones or via email. At the moment all communications can be monitored or none. We are working various monitoring algorithms and will release them on regular basis. For TEXT monitoring, we allow supervisor to interject but for VOICE we allow only monitoring
We expect businesses will use this feature to train new reps or random monitoring
Braango Personnel Object Sub Resources
Personnel/Sub Dealer resources
Each personnel/sub dealer has many sub-resources that are needed to satisfy various features of the product
SMS Numbers
Each personnel can have one or more cell phones on which it can receive TEXT messages. If personnel has specified more than one cell phone, TEXT messages are always broadcast on all of his/her phones. He/She can respond via any
Voice Numbers
Each personnel can have one or more phones on which it can receive voice calls. It can be same as cell phone or some other number. If there are multiple numbers per personnel, all phones will ring, but only one phone can be used to answer the call
Emails
Each personnel can have more than emails registered in the braango system. All TEXT messages are forwarded to emails too. Personnel can respond back to the email and braango system will convert that back to TEXT message and send that to the client
Banners
There are three types of banners associated with a personnel :
- Client Banners : These are meta messages on top of actual message that personnel sends. Typical use case for this would be to add Name of business etc.
- Dealer Banners : These are meta messages on top of actual message that client sends. Typical use case for this would be to add message indicating it is lead to distinguish from personal messages
- Supervisor Banners : These are meta messages on top of actual message that supervisor sees when acting as supervisor
Footers
There are three types of footer associated with a personnel :
- Client Footers : These are meta messages at bottom of actual message that personnel sends. Typical use case for this would be to add Name of business etc.
- Dealer Footers : These are meta messages at bottom of actual message that client sends. Typical use case for this would be to add message indicating it is lead to distinguish from personal messages
- Supervisor Footers : These are meta messages at bottom of actual message that supervisor sees when acting as supervisor
Groups
Each personnel can subscribe to multiple groups that are created by sub_dealer. Groups help to create logical or physical sub-divisions and can be used for variety of purposes. e,g, sales, service or ebay-campaign, craigslist campaign or temporal groups. Each group can its own braango number and communication between customer and that braango number is confined to group subscribers and their supervisors
Supervisors
Supervisors are regular personnel that can monitor and interject between communications for personnel they are monitoring
CRM
Each personnel can have its own CRM credentials registered with Braango system. Braango updates CRM with all the transactions
Webhooks
Each personnel can have zero or more webhooks registered with braango system. This allows for braango to make callback for every TEXT message received and sent
Braango Number Resource
Braango Number
Braango number is resource that is used to bridge clients to personnel and vice versa via VOICE and TEXT. Within braango system, Braango Number has sub resources that are essential for proper functioning of the system
Number
Every braango number needs an number. This number is created by braango system at behest of sub_dealer, personnel or virtual dealer
Group
Every braango number is associated with a group. If no group is specified during formation, DEFAULT group is used
Personnel
Every braango number needs one or more personnel associated with it for the bridge to function
