- 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?
- 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?
- Do you work with WhatsApp 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?
- What is a request in chat?
- How to start a chat?
- Shortcuts
- How to finish the chat?
- How to continue my chat with a client?
- What types of notifications can be set up?
- 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?
- API
- 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 amoCRM?
- Important features of integration with Bitrix24
- How to write first in Bitrix24?
Chat2Desk and Bitrix24 integration
- Knowledge base/
- Integrations/
- Chat2Desk and Bitrix24 integration
- Why do you need integration with Bitrix24?
Keep in touch with a client from Bitrix24 using Open Channels. All messengers in one window. Open Channels collects messages to Bitrix24 from different channels and messengers connected to Chat2Desk.com, distributes them by queue rules among employees and stores them in the CRM system. Initiate…
- How to set up Chat2Desk and Bitrix24 integration?
Connect messengers to Chat2Desk. If you don't have any messengers connected yet, please contact our technical support via widget in the corner of your screen at chat2desk.com. Install the Chat2Desk integration application from the market…
- Where can I get an API token?
Go to Chat2Desk as an administrator and go to Settings > API. Click Show, copy the API token, and paste it into the Bitrix24 integration settings bar.
- Which type of integration should I choose?
The type of integration is the choice of the CRM essence to which the client dialogs will be transferred. The selected CRM entity will be created the first time you contact the client, if the client does not already exist in the CRM. The application provides different types of integration…
- How to set up an Open Channel?
Open lines in real time collect messages from different channels in Bitrix24, assign them by rules to operators and save the dialogs to the CRM system. In the process of communication it is possible to exchange media content and documents. When the dialog is over, the chat with the client is saved…
- How to work with Business Processes in Bitrix24?
Automatic sending of messages is performed in the Business Processes module. To set up, you should go to the page CRM > Settings > Business processes (choose the entity, by which the automatic sending of messages will be set up) and go to the Business…
- What additional settings are available for integration with amoCRM?
The setting Sign phone number to group chat messages is required that a client's phone number is signed to a message in group chats. The setting Sign operator name to outbox message in open channel is required if you want the client…
- Important features of integration with Bitrix24
The application works in any version of Bitrix24, from the cloud edition of Project to the box edition of Enterprise. The settings are identical for both versions. But for correct work of Bitrix Box Edition we recommend to update the box to the latest…
- How to write first in Bitrix24?
If the client has not written to you before, you can still communicate with him via WhatsApp or Viber. This feature is available both from Business Processes and directly from CRM card in Bitrix24.