Integration with different communication channels: Difference between revisions
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(Created page with "{{#seo: |title=Integration with different communication channels |titlemode=append |keywords=Planfix, Configuration, configurations, Integration, channels, communication |description=Integration with different communication channels }} CRM: Customer Request Management allows you to receive customer requests through various communication channels. The system automatically creates a dialog task and a client card when a new message arrives. '''Important:''' For the cha...") |
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'''Important:''' For the channel integration to work correctly, when connecting the channel, you need to specify the '''Dialogue with client''' task template (1 and 2) and the contact template '''Client template''' (3). Here is an example of how to set up the integration with Facebook: | '''Important:''' For the channel integration to work correctly, when connecting the channel, you need to specify the '''Dialogue with client''' task template (1 and 2) and the contact template '''Client template''' (3). Here is an example of how to set up the integration with Facebook: | ||
Open full size | https://s.pfx.so/pf/VT/YnUeed.png | ||
https://s.pfx.so/pf/dk/mC9Uva.png | |||
[https://p.pfx.so/pf/h5/LcBydQ.png Open full size] | |||
Be sure to follow these [[How to set up the acceptance of requests from different channels | instructions]] to configure the acceptance of requests from your desired communication channels. | Be sure to follow these [[How to set up the acceptance of requests from different channels | instructions]] to configure the acceptance of requests from your desired communication channels. | ||
= Go To = | = Go To = | ||
*[[Instructions for Setting CRM: Customer Request Management Configuration | Instructions for Setting Up Your Company's Configuration]] | |||
*[[CRM: Customer Request Management | CRM: Customer Request Management Configuration]] | |||
*[[Ready-made Solutions]] | |||
Latest revision as of 08:43, 21 April 2023
CRM: Customer Request Management allows you to receive customer requests through various communication channels. The system automatically creates a dialog task and a client card when a new message arrives.
Important: For the channel integration to work correctly, when connecting the channel, you need to specify the Dialogue with client task template (1 and 2) and the contact template Client template (3). Here is an example of how to set up the integration with Facebook:
Be sure to follow these instructions to configure the acceptance of requests from your desired communication channels.