Telegram

Telegram is a free cross-platform messenger for smartphones and other devices that lets users exchange text messages and various types of media files. Planfix supports several options for working with Telegram. They are all available once you have authorized Telegram in Planfix

Features

• Customer communication. Connect your bot to Planfix to be closer to your customers. They write to your bot, and you can reply directly from Planfix.
  • Communicating with clients from Planfix
• Real-time notifications. Receive notifications in Telegram about important events in Planfix to stay informed about all urgent tasks and important updates.
  • Planfix notifications in Telegram
• Synchronization of groups and channels. Connect your Telegram groups and channels to Planfix for convenient data sharing and efficient task management.
  • Connecting a Telegram group to Planfix
  • Connecting a Telegram channel to Planfix
• File sharing and reactions. Send files and react to comments.
  • Reactions are synchronized between Planfix and Telegram. A positive reaction in Telegram automatically adds a heart reaction in Planfix, and the event is recorded in the Chronicle.
• Flexible management via Telegram Bot. Use the bot to create, track, and manage tasks in Planfix directly from the messenger.
  • Working with Planfix bots for Telegram
  • Using your Telegram bot in Planfix
  • Adding contacts via the Telegram bot
  • Adding your own Telegram commands

Connection

• Connecting a Telegram group to Planfix
• Connecting a Telegram channel to Planfix
• Connecting a Telegram Business-account to Planfix

Who is notified in Planfix of a new message in a Telegram channel or group

• Employees and contacts who are directly mentioned in the message.
• If no one mentioned - employees from the last message in which the author of the message was involved in any way.
• The task assignees are notified if no one is notified, according to the first two points.

In this case:

• If the option is set to notify only those present in the Telegram chat, only those who Planfix knows are in the chat will be notified.
• If contacts without access are added to the notification list, they will only receive notifications if they are involved in the task in any role.

Nuances

• Full integration with Telegram is only available in paid or premium accounts.
• Only Notifications from Planfix to Telegram are available for free accounts.
• Full Telegram functionality is available during the trial period.
• In the integration settings, you can enable the Create new task if there are no active communication tasks with this contact option.
• In your custom bot settings, you can enable the "Automatically create task when launching bot" option. The task will then be created as soon as the user clicks Start, before they send the first message.

The "Automatically create task when bot is added to group" option creates a task immediately after the bot is added to a Telegram group and links the group to that task. For more information, see Connecting a Telegram group to Planfix.

• For tasks created via the integration, the assigner is the user who wrote to the bot, and the assignee is the employee specified in the template for creating tasks via the integration. If no assignee is specified, the system assigns the primary account admin or the employee who set up the integration.
• To receive reactions (likes) from your Telegram group in Planfix, your custom bot must be an administrator of that group.

Limitations

Telegram supports attachments of:

• PDF and ZIP files < 5MB
• Images in the formats JPG, JPEG, PNG, and GIF formats< 5MB
• MP4 videos < 50 MB
• MP3 audio files < 50 MB

Files in other formats or larger sizes will be sent as a download link.

Additionally

• You can use the quick reply mechanism to answer general questions in customer correspondence.

Important

• According to the messenger's rules, initiating contact with Planfix or Telegram is not allowed.

Go To

• Integrations
• Feature Description