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Adding variables for templates in RetailCRM
1. First of all, you need to add a template Settings - Chat Templates - Add 2. Choose template 3. Select option for your variable and press Add
How to set up Autoreply in RetailCRM.pro \ Simla.com
In this tutorial, we'll show you how to create an auto-reply for clients1. To set up autoreply you need to install "Bot Distributor" Go to the "Settings" => "Marketplace" => "Bots"=> "Bot Distributor" 2. Choose "Bot Distributor", check the box "Activity" an...
Sending templates from Simla
In this manual you will learn how to send templates from a customer card1. First of all, you need to go to the Settings => Templates = > Chat templates 2. After that you need to choose a template and activate it 3. After this you need to go to the Sales = > ...
WhatsApp Business API for Kommo: Installation and sending the first message.
Step by step instruction 1. First of all, go to the "Settings" 2. Go to the "Integration marketplace" 3. Choose our app WhatsApp Business API ( check a screenshot ) 4. Fill in your APP ID and APP SECRET 5. Send your first message from your personal W...
Disable link shortening in Kommo.com
For templates to work correctly (if they contain a link), you need to disable the built-in link shortening in Kommo.Go to the "Settings" -> "Chat settings" -> Turn off the "Track link clicks" toggle.
How to make independent salesbots for several WhatsApp numbers on one Kommo account \ AmoCRM.com
As a result of following all points of this instruction:- See live examples of creating bots in Kommo / AmoCRM.com- Learn to make independent salesbots for several WhatsApp numbers on one account. Step by step instruction 1. Adding a new number for the second...
How to Hide agent information on Bitrix24
Bitrix24 automatically adds agent's name to your message when answering via "Open Channel", disrupting the correct functioning of templates. To disable this feature, you have to:1. Open the "contact center" section. Go to the "CRM" -> "Customers" -> "Contact C...
WhatsApp Business API for Bitrix24: Installation and sending the first message.
Step by step instruction 1. Go to Bitrix24 Market (1) 2. Click on the “Search” field and type “whatsapp” (1). Find our app “WhatsApp Business API” (2) and click on it. 3. In the appeared window check the correct developer - ChatArchitect.com (1) and click th...
Creating robots and sending template messages through them to Bitrix24
Video manual: https://www.youtube.com/watch?v=fY_vqW-Ijb81. Go to the "Deals", then "Automation rules" 2. Press "Create" 3. Choose stage, then Customer communication => Send SMS to customer 4. Find our bot, click "Change". In the list of providers, select ...
Simple Bitrix24 automation based on client message
In this guide, we will implement the next scenario: On incoming client message, the trigger moves the lead to the "Ask client" stage -> CRM automatically sends a message template to the client (lead) with text and two buttons (Invoice and Support) -> If a clie...
WhatsApp for Google Sheets initial configuration
1) Press the button to open the script form on the right Enter the APP KEY and APP SECRET you received from ChatArchitect.com Press Save 2) The script will create new tabs at the bottom. Open the Main tab. Enter a number and a text. The script will send this ...
WhatsApp Business API for Zoho Cliq: Installation and sending the first message.
In this guide, you will learn how to install our WhatsApp Business API integration in Zoho Cliq. 1. First of all, go to the "Settings" -> "More apps" 2. Go to the "Marketplace" and fill in in the search field "ChatArchitect" and choose our app 3. Press "Inst...
WhatsApp for HubSpot
HubSpot is a specially developed system for your business that gives you the ability to send emails, communicate directly with customers, keep track of company data.Connecting HubSpot and ChatArchitect synchronizes your contacts and speeds up the process of in...
Initiation via HubSpot
In this guide, you will learn how to initiate a conversation with your client using a template message from HubSpot.1. Go to the "Inbox" 2. Press "Compose" button and fill in data like this: 3. Fill in data like this:To: phone number you are sending to + @...
WhatsApp for Everbridge installation manual
Step by step instruction Open Settings. 2. Select “Everbridge Open” section, then “Response Subscriptions”, and then “Webhooks”. 3. To create a new webhook, click “New Webhook”. 1) Fill in “Name”; 2) Fill in “Callback URL”: https://whatsapp-for-everbridge....
WhatsApp Business API for Microsoft Teams: Installation and sending the first message.
Installation guide 1. First of all you need to choose a team where do you want to use our app, press "more options" and after that "manage team" 2. Go to the "apps" => "Get more apps" 3. Write "ChatArchitect.com for WhatsApp" and choose our app to add to the c...
WhatsApp Business API for Discord: Installation and sending the first message.
WhatsApp Business API for Discord: Installation and sending the first message.
Usedesk
WhatsApp Business Connecting Once Facebook has verified you, then you can start setting up a channel in Usedesk. 1. Create a chat channel or use an existing one. Copy the chat id in the channel settings. 2. Go to the "Channels" - "API" section, click "Add". 3...