The settings are displayed in the “Integration with CRM” tab after the integration is connected. If you have several channels connected, the integration for each channel must be configured separately.
1. Choose roles for employees
The role defines the employee’s rights: which chats they see and whether they can correspond with customers. There are three roles:
- Quality control — checks the sales reps’ work. Sees all sales reps’ correspondence, but can’t write anything.
- Sales rep — communicates with clients and handles deals. Can write only to the clients for which he is responsible in the CRM. They cannot see the correspondence of other sales reps.
- Manager — manages and supervises large deals. They see the correspondence of all sales reps and can write to any client.
The “Choose” button opens a window with the selection of employee roles.
The “Receives new clients” slider gives the employee the right to participate in the distribution of new clients. For example, if “Incoming leads” is created, the employee will receive a notification and will be able to write to the client first. If they do write, they become responsible for the deal in the CRM.
If a deal is created in any funnel, the sales rep participates in the distribution of the client by turn and gets the right to become responsible for the client in CRM.
2. A new client writes in (i.e. a client who is not in your CRM yet) wrote. Where to create the deal?
Choose in which funnel at which stage to create the deal. The contact will be created automatically.
This item also affects the distribution of requests.
If you select “Incoming leads”, a new client will be received by the first respondent. They will become responsible for the client in the CRM.
If you select any funnel, the sales reps from step 2 with the “Receives new clients” slider enabled will receive clients equally. When a new client writes, only one sales rep will see the notification and they will be automatically assigned to the client in the CRM.
Additional settings apply to all channels at once.
1. 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.
2. Decrypt the links sent by Salesbot into their normal view
Salesbot shortens links into the form amo.sh. For example, the link kruglosutka.ru will look like this: amo.sh/4823.
Decrypted links do not cause distrust, so the number of clicks on them is greater. When decrypted, WhatsApp will display a preview of the link’s content.
Do not enable transcription if you use link navigation in automation. For example, so that when a link is clicked, the sales rep is automatically set a task. If the link is decrypted, the automation will not work.
WhatsApp will not display a preview when you send an unencrypted link.
3. Notify managers of all messages
If the setting is enabled, employees with the “manager” role will have a sum of unanswered messages on the Wazzup button: unanswered messages from the manager + unanswered messages from other employees. Managers will receive push notifications in the mobile app for all clients, including those for which managers are not assigned as responsible in CRM.
If the setting is disabled, employees with the “manager” role on the Wazzup button will only have unanswered push notifications from those customers for whom the manager is assigned as responsible in CRM. Managers will receive push notifications in the mobile app only for those customers for whom they are assigned as responsible in CRM.
4. From which channel to write first
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.
If you lack the functionality of the built-in integration, you can refine it with the API.