After connecting the integration, the settings are displayed in the “Integration with CRM” tab. There we configure the roles of employees.
How to choose a role for an employee
The role determines which chats an employee will see in Wazzup chats. To assign roles, click “Select” → a modal window will open with a list of all employees from CRM.
If not all employees or funnels are displayed in the list, click “Update data from CRM” — everything will be pulled up.
For each employee, select one of the roles:
- “Sales rep” — can write only to those clients for whom he appointed responsible in CRM. He does not see the correspondence of others.
- “Manager” — sees all correspondence and can write to any client.
- “Quality Control” — sees all correspondence, but cannot write anything to clients.
That’s it, you’ve configured which chats will be seen by salespeople and how customers will be distributed between them.
A window will pop up asking you to test the chats. We will automatically send you a test message to the first WhatsApp, WhatsApp Business API (WABA) or Telegram channel you add. You’ll be able to go straight to the chats and test the integration or do it later.