LMS areas
CRM areas
The CRM areas show in Settings → MCP Server for every institute, but the AI app gets CRM tools only when your plan includes the CRM. Each person sees only the leads their admin portal shows them: counsellors their own leads, managers their team’s, admins the whole institute.
Every CRM edit is turned on separately (opt-in). Notes, logged calls and follow-ups are saved straight away. Status changes, assignments, bulk changes, calls, messages and bookings show a preview and wait for your yes. See Confirmations.