Connecting a Telegram Business-account to Planfix: Difference between revisions

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*Add your business account:
*Add your business account:


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https://s.pfx.so/pf/4t/sURV3m.jpg


*Open the desktop version of Telegram and start the Planfix Business Bot:
*Open the desktop version of Telegram and start the Planfix Business Bot:


https://p.pfx.so/pf/GG/RXH3sQ.png
https://s.pfx.so/pf/O7/k8xF7p.jpg


*Copy the bot link from the settings:
*Copy the bot link from the settings:


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https://s.pfx.so/pf/Jw/Khnbxz.jpg


*Open your business account in Telegram and go to "Telegram Business" — "Chatbots":
*Open your business account in Telegram and go to "Telegram Business" — "Chatbots":


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*Add the link copied from the Planfix Business Bot:
*Add the link copied from the Planfix Business Bot:


https://p.pfx.so/pf/k6/XnB2Us.png
https://s.pfx.so/pf/DL/sncvLx.jpg


*Specify the chats available to the bot.
*Specify the chats available to the bot.
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After you have connected the Telegram Business account in Planfix, set the integration parameters:
After you have connected the Telegram Business account in Planfix, set the integration parameters:


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Specify in the settings window:
Specify in the settings window:
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*Additional assignees
*Additional assignees


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== Additional options ==  
== Additional options ==  
*'''Create a new task if there are no active tasks with this contact'''—new messages will not be added to already completed tasks.
*'''Create a new task if there are no active tasks with this contact''' — new messages will not be added to already completed tasks.
*'''Send messages on behalf of another user''' — add the following signature to messages:
*'''Send messages on behalf of another user''' — add the following signature to messages:


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== Nuances ==
== Nuances ==
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*Sometimes messages from Planfix may not be sent to the Telegram Business Bot. Possible reasons::
*Sometimes messages from Planfix may not be sent to the Telegram Business Bot. Possible reasons::
**The bot can only reply on your behalf in chats with activity within the [https://core.telegram.org/bots/features#bots-for-business last 24 hours].
**The bot can only reply on your behalf in chats with activity within the [https://core.telegram.org/bots/features#bots-for-business last 24 hours].
**The Business Bot is stopped in the chat with the customer. You can recognize this by the  
**The Business Bot is stopped in the chat with the customer. You can recognize this by the "Start" button — start the bot to resume sending messages:https://s.pfx.so/pf/7C/lvdR1k.jpg
"Start" button — start the bot to resume sending messages:https://p.pfx.so/pf/yh/ChudeA.png<br><br>
**The "Reply to messages" option is not activated:https://s.pfx.so/pf/Mb/facdoc.jpg
**The "Reply to messages" option is not activated:https://p.pfx.so/pf/fD/eYKWej.png
 


== Перейти ==
== Go To ==
*[[Telegram]]
*[[Telegram]]
*[[Feature Description]]

Latest revision as of 13:43, 18 July 2024

Connecting a Telegram business account in Planfix with the Planfix Business Bot.

Features

  • Communicate with customers. Connect your Telegram business account to Planfix to be closer to your customers. They send you a direct message, and you reply directly to Planfix.
  • Flexible chat management. Pass chat management to an assistant who can reply to messages directly from Planfix.

Connection

Connect your Telegram Business account

  • Go to: Account managementIntegrationsMessengersTelegramTelegram for Business.
  • Add your business account:

sURV3m.jpg

  • Open the desktop version of Telegram and start the Planfix Business Bot:

k8xF7p.jpg

  • Copy the bot link from the settings:

Khnbxz.jpg

  • Open your business account in Telegram and go to "Telegram Business" — "Chatbots":

1emR7w.jpg

yr65sF.jpg

  • Add the link copied from the Planfix Business Bot:

sncvLx.jpg

  • Specify the chats available to the bot.

Configuring the integration in Planfix

After you have connected the Telegram Business account in Planfix, set the integration parameters:

sbEJ87.jpg

Specify in the settings window:

  • The object for creating new tasks from received messages
  • The template for creating new contacts
  • Additional assignees

L9595H.jpg

Additional options

  • Create a new task if there are no active tasks with this contact — new messages will not be added to already completed tasks.
  • Send messages on behalf of another user — add the following signature to messages:

YlKXxH.jpg

Nuances

  • Additional integration options are set simultaneously for:
    • Planfix Business Bot
    • Custom bot
  • If you change the message processing logic in one integration, it will also be changed in the other.
  • Sometimes messages from Planfix may not be sent to the Telegram Business Bot. Possible reasons::
    • The bot can only reply on your behalf in chats with activity within the last 24 hours.
    • The Business Bot is stopped in the chat with the customer. You can recognize this by the "Start" button — start the bot to resume sending messages:lvdR1k.jpg
    • The "Reply to messages" option is not activated:facdoc.jpg


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