Connecting a Telegram Business-account to Planfix

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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:

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

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  • Copy the bot link from the settings:

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  • 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:

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  • 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:

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Specify in the settings window:

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

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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:

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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:ChudeA.png

    • The "Reply to messages" option is not activated:eYKWej.png

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