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OakMega SCRM Help Center
Manage friends from LINE, Facebook, Instagram and WhatsApp in one place: organize members and tags, reply automatically, send targeted posts and handle customer service as a team.
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From creating your workspace to answering your first customer.
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Give new friends a pass and tag them when they joinCombine a welcome message bot, tags and a pass into a new-friend gift: the moment someone adds you, they're tagged "New friend" and get a link to claim a pass that only new friends can see, limited to one per person, with claiming and using it tagged automatically too. This recipe also covers what existing friends see when they tap the link, which bot replies when several welcome messages are on, and whether people who block and re-add you count as new friends.Set up a LINE chatbotLet your LINE Official Account reply automatically based on keywords or events. This article covers the three kinds of chatbots, creating a keyword chatbot, restriction conditions and tags, and what to watch for when turning chatbots on, off or deleting them.Find interested members with an approved page, then post to them by tagBefore a product launches, share an intro page, and whoever opens it is tagged automatically. On launch day, send the offer only to people who viewed the intro and haven't bought yet, so you don't disturb every friend each time and you save message quota. Using a new product intro page as the example, this recipe shows how tags, an approved page and a segmented post fit together, and how to check how many people viewed it and how many will get the offer.Collect event sign-ups with a form, tag and confirm automatically, then send reminders by sessionRun event sign-ups without tidying spreadsheets: collect them with an OakMega form, and everyone who submits is tagged with the sign-up and session tags, gets a confirmation in LINE, and has their name and phone saved to member data. The day before, remind each session by its tag. Using a product preview event as the example, this recipe shows how forms, tags, message templates and segmented posts fit together, how to cap seats, and how to check sign-up numbers.Handle conversations in Service CenterService Center brings messages from LINE and other platforms into one screen, where agents can find conversations, reply, change the conversation status, assign an organization and agent, and look up member details. This article explains the Service Center screen, how to reply, what each conversation status means, and batch actions and permissions.Take bookings with Booking Center, tag by booking status and send remindersBooking Center doesn't remind members on its own. This recipe shows a store how to fill that gap: tag members and send a confirmation automatically when they book; the day before, download the bookings, pick out tomorrow's guests and remind only them with a 1-day expiry tag; switch people who cancel to another tag automatically and invite them to rebook. It also covers rescheduling, canceling, staff notifications and reminders when you take bookings every day.Compare how many new friends each channel bringsPut a separate New/Existing Friend Link on your store poster, Instagram bio and product packaging to see which channel brings the most new friends. New friends are tagged with their source and get a welcome gift automatically, while existing friends who tap the link get this month's offer. This recipe covers creating a link per channel, reading new friend counts and conversion rates, who isn't counted as a new friend, and what deep links are good for in this scenario.Set up LINE RichmenusA Richmenu is the image menu pinned to the bottom of a LINE chat; friends tap it to send text, open a link or switch to another menu. This article covers scheduling the default Richmenu, applying segmented Richmenus to specific members, image requirements, and setting up buttons and click actions.
Start from your role
MarketingGrow friends, send targeted posts, measure each channel
Service leadShare the inbox, never miss a chat, read service analytics
Sales & storesCollect leads, open bookings, bring customers back
CRM adminKeep members and tags tidy, manage team permissions
Latest releases
SMS codes can now autofillReleased on 2026/10/26: members can autofill SMS verification codes from the phone keyboard when filling in forms, the daily sending limit now counts per member, and forms are processed faster when many members submit at the same time.APP Service Center shows more messagesReleased on 2026/10/22: the APP Service Center shows quoted replies, Instagram Stories, ads, form answers, files and more, Post Article in the APP can preview and edit Richmenu messages, and post sending and APP display issues are fixed.Approved page Add friend button fixReleased on 2026/10/21, version 2.38.1.7 makes resizing list columns smoother and fixes issues with the approved page add-friend page and signing out.
All release notes →All features
Something not working?
- A post wasn't sent
- A chatbot isn't replying
- Friends can't see the Richmenu
- Members can't claim a pass
- A member didn't get tagged
- I can't see a feature or menu
Recently updated
- Account settings and import filesOct 27, 2026
- 2.0 modulesOct 27, 2026
- Messages and RichmenusOct 27, 2026
- Web-based tools and linksOct 27, 2026
- Set up comment reply botsOct 27, 2026
- Set up a LINE chatbotOct 27, 2026