Requesting customer's phone number in a messenger

From Planfix
Jump to: navigation, search

This feature lets you request a customer's phone number directly in the messenger chat and automatically link it to the existing contact card.

Features

  • Quickly verify customer's identity without SMS or phone calls.
  • Enrich the CRM database — new numbers are added or existing ones updated.
  • Improve security and support quality — you know exactly who is writing.

How it works

  • An action "Request contact phone" is added to an automatic script.
  • A button is sent to the client in the messenger, for example "Share phone".
  • After pressing it, the messenger automatically sends the confirmed number to Planfix.
  • In Planfix the confirmed number is added as a comment to the Task and set in the appropriate field on the contact card.

Setup

  • Add a script or button to the Object.
  • Specify the action: "Request contact phone number".
  • Configure parameters:
    • Recipient: Counterparty
    • Button text: Share phone
    • Message text: Please share your phone number to confirm your identity.
    • Comment author: Script initiator

Supported messengers

Important

  • Requesting a phone number does not work for tasks linked via third-party integrations, or in Telegram for Business.


Go To