Knowledge base
Getting started
Widget
Operator configuration
- How many operators can I have in the system?
- How to add, delete or edit an operator?
- How to create operator group and set priorities?
- Forcible chat assignment
- What is operator status? How to change or check it?
- How to restrict switching to offline mode when chats are open?
- Operator evaluation
- Is it possible to add an independent expert as an operator?
Features
- Create sets of filters and call them instantly from the menu
- Blacklist
- How to set up auto replies?
- What are variables?
- How do I configure a self-service menu?
- How do I configure a chat bot?
- Client info card
- How to configure scripts?
- What are macros? How to use it?
- Sales funnels
- How to set up templates?
- How can I use templates shortcuts
- How to work with Facebook tags?
- How to work with WhatsApp Business API templates (WhatsApp CM.com)
- How to work with WhatsApp Business API templates (WhatsApp Dialog360)
- What are tags?
- How to create tags?
- Search by client tag
- How to activate the "Write First" function?
- How to create mailing?
- What mass operations are allowed? How can I do it?
Connecting channel and messengers
- What is a channel?
- Why do you need multiple channels?
- How to set up a channel?
- What messengers can be connected?
- How to connect Telegram?
- How to connect Viber Public?
- How to connect Instagram?
- How to connect VKontakte?
- How to connect Facebook Messenger?
- How to connect Odnoklassniki?
- How to connect Email?
- How to connect Line?
- How to connect Instagram API?
Messenger configuration
- Do you work with WhatsApp and Telegram groups?
- How to create a direct link to WhatsApp account?
- Disabling read reports in WhatsApp
- How to change the bot name in Telegram?
- How to change a bot's description in Telegram?
- How to set the bot's avatar in Telegram?
- How to change the bot info in Telegram?
- How to highlight text in Telegram?
- How to add online chat?
- How to highlight text in WhatsApp?
Working with chats
- What is a request in chat?
- How to get a chat to work?
- Shortcuts
- How to finish the chat?
- How to continue my chat with a client?
- What types of notifications can be set up?
- How to set notifications in OS?
- How to transfer a chat to another operator?
- How to make a chat unread?
- How to leave a message for other operators in a chat room?
- How to know the client’s number in Telegram and Facebook Messenger?
- Is it possible to send messages to a closed chat?
- How to understand that the client waits too long for an answer?
- How to find the right message in a chat?
- How to upload correspondence to my computer?
- Google Chrome
- Firefox
- Safari
Security and confidentiality
Integrations
- API
- Why do you need integration with amoCRM?
- How to set up Chat2Desk and amoCRM integration?
- What additional settings are available for integration with amoCRM?
- How to chat with clients from amoCRM?
- Important features of integration with amoCRM
- Why do you need integration with Bitrix24?
- How to set up Chat2Desk and Bitrix24 integration?
- Where can I get an API token?
- Which type of integration should I choose?
- How to set up an Open Channel?
- How to work with Business Processes in Bitrix24?
- What additional settings are available for integration with Bitrix24?
- Important features of integration with Bitrix24
- How to write first in Bitrix24?
Solving problems
Analytics