ChatRex Lite for amoCRM
How to install ChatRex Lite, connect WhatsApp, Telegram, MAX or Avito and work with messages in amoCRM.
ChatRex Lite connects instant messengers and Avito to amoCRM. Managers receive and send messages directly in the cards of transactions and contacts, and the history of correspondence is stored in the CRM.
ChatRex Lite is a separate product. It doesn’t create an AI bot automatically, but it can use channels in manual chats, Digital Pipeline, Salesbot and cascading.
What can be connected
- WhatsApp;
- Telegram personal account;
- Telegram Bot;
- MAX;
- Avito.
First launch
Follow the instructions in order:
- Install ChatRex Lite from amoMARKET.
- Login or register in ChatRex.
- Connect the first channel.
- Send a test message and study chat work.
- If necessary, configure Digital Pipeline and Salesbot.
- To send sequentially across multiple channels, create cascade.
- Before automatic and mass messages, set antispam.
How to know if the channel is ready
- The widget is installed and authorized;
- the channel status Connected;
- Channel subscription is active;
- the incoming message creates or finds the desired transaction;
- The manager can respond from amoCRM.
- The answer comes to the original messenger;
- The name and stage of the new deal are set up correctly.
What is available after connecting
- correspondence in transactions and contacts;
- text, images, files and voice messages;
- work of several managers;
- automatic messages from amoCRM;
- variable fields of transaction, contact, company and buyer;
- anti-spam delays, limits and text options;
- Cascading sending through multiple channels.
If messages don't come
Check the channel status, subscription, internet on the linked device, app access on the site side and trade creation settings. Then reconnect the channel and repeat the test from another account.
note
After the test period, an active subscription is required to continue work. The current price is displayed in the interface before connecting.