Connecting a Telegram Business-account to Planfix

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 management — Integrations — Messengers — Telegram — Telegram for Business.
• Add your business account:

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

• Copy the bot link from the settings:

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

• Add the link copied from the Planfix Business Bot:

• 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:

Specify in the settings window:

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

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:

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:

• The "Reply to messages" option is not activated:

Go To

• Telegram
• Feature Description