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Sending template messages using Salesbot

In this guide, we will show you how to send template messages using Salesbot.

1. First of all, you need to go to the "Pipeline" and choose a stage, where do you want to use your Salesbot

In my case, this is the "Initial contact" stage.

Kommo pipeline Initial Contact stage with Add trigger highlighted
2. Press "Add trigger" -> "Salesbot" -> "Create a new bot" 

Kommo Salesbot trigger settings with Create a new bot button highlighted
3. Choose "Message" step 

Kommo Salesbot editor with Message step selected
4. After that, select the template you want to use for sending.

Kommo Salesbot message block with Choose a template button highlighted
Done. Now all your deals that move to the "Initial contact" stage will receive the template you selected.

Note: At the moment, adding files of the following formats is available: .png, .jfif, .pjpeg, .jpeg, .pjp, .jpg, .bmp, .dib, .webp, .m4v, .mp4 - the bot supports all video formats that can be chosen to send

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