Go to the "Integration with CRM" section → "More" tab to configure additional settings. Additional settings apply to all channels at once. 

1. Save messages to the lead, contact, and deal events feed

Managers correspond in Wazzup chats and see all correspondence with clients there. If you want correspondence to be displayed not only in Wazzup chats, but also in the contact, deal, and lead event feeds, turn this setting on. If you don't need to duplicate messages in the event feed — turn it off.

This setting does not work for channels in Open Channels. When a client writes for the first time, the Open Channel chat case will appear in the event feed, but the correspondence history will not be duplicated there. All messages are visible only in the Open Channel chat.

2. The numbers within your CRM that are written with an 8 are considered as beginning with a +7

We can only send a message to a number beginning with +7. Turn this setting on so you don’t have to change 8 to +7 in your CRM numbers.

Turn this setting off only if you have customers from Asia.

3. Hide client phone numbers in Wazzup for selected employees

This setting helps protect your client base.

When enabled, phone numbers are hidden in Wazzup chats in the CRM and in Wazzup apps. Selected employees see only the first and last digits: +52 55 *** *** 34.

This setting does not affect usernames: they will be displayed in full in chats.

4. Notify "Managers" on all messages

This setting may be needed if in the settings item "Select employee roles" you have salespeople with the "Manager" role.

Enable the setting if sellers with the "Manager" role need to get notifications from all Wazzup chats. Not only chats they're responsible for, but also their colleagues' chats.

This is how online stores and support departments work: customers come with simple questions and it doesn't matter who answers them.

Without the setting enabled sellers with the "Sales rep" role receive notifications in Wazzup only from chats with clients they are responsible for. The "unanswered" icons in such chats will be red.

Notifications are not received from other sellers' chats, and their "unanswered" icons are grey.

This is how classic sales departments work, where the manager not only controls the seller, but also leads his own clients.

5. Notify about new messages in the Bitrix24 chat bot

Bitrix24 has a bot that Wazzup uses to send notifications about new messages. The bot sends audible notifications for chats in channels not connected to Open Channels (OC).

If the setting is disabled, employees will only see incoming messages in the Wazzup widget — the Bitrix24 bot won't send anything. Therefore, if sales reps check conversations occasionally, it's better to enable notifications via the chatbot to immediately know about new messages.

This setting applies to each chat user. If the chatbot is disabled but the additional setting in section 3 is active, employees with the "Manager" role will still receive notifications about all incoming messages, but only in the widget.

If a channel operates via Open Channels, Bitrix24 sends notifications to the Open Channel chat. Thus, the setting won’t affect channels connected to Open Channels.

6. Priority channel

This settings item is for employees who have access to more than one WhatsApp channel. Select which channel the message will leave from if the employee texts the client first.

API Key

If you lack the functionality of the built-in integration, you can refine it with the API.