Connecting channels

Channels connect ChatRex Lite with messengers and platforms from which managers receive appeals. Once connected, messages appear in amoCRM transaction and contact cards, and correspondence is stored in the client’s history.

Before connecting n

Make sure that:

• ChatRex Lite widget installed and authorized in amoCRM;
• You have amoCRM administrator rights;
• the account or number is not connected to another integration service;
• The device with the messenger is connected to the Internet if authorization is performed using a QR code.

General connection arrangements

1. Open amoCRM → Settings → Integrations.
2. Find ChatRex Lite and open the widget settings.
3. Go to Channels.
4. Press Connect channel.
5. Choose the right messenger or platform.
6. Perform authorization: scan the QR code or confirm access in the opened service.
7. Wait for the status Connected.

Channel instructions n

• WhatsApp - connect the number to a QR code;
• Telegram and Telegram Bot - connecting a personal account or bot;
• MAX - connect to a MAX account
• Avito - authorization of the Avito account and receipt of customer requests.

Channel subscription

To send messages, a ChatRex Lite subscription must be active. If an inactive status is displayed after the connection, open the Subscriptions section, select a channel and activate the appropriate tariff.

Subscription is verified separately for each connected channel. For outbound sending and automation, use an active subscription channel.

Set-up of transactions created

In the WhatsApp, Telegram Bot, Telegram, MAX and Avito settings, you can select:

• the stage at which ChatRex Lite will create a new transaction;
• name of the transaction being created.

The name supports amoCRM fields. Enter @ and select the variable to be substituted when creating a trade.

Post-connection verification

After the status Connected:

1. Send the test message to the connected channel.
2. Make sure that the application appears in amoCRM.
3. Answer from the transaction or contact card.
4. Check the delivery of the answer in the messenger.

Connected channels can be used in chat rooms, Digital Pipeline, Salesbot and cascading.

If the channel is not connected

• Update the QR code or repeat authorization;
• check the Internet on the device with the messenger;
• Make sure the correct account is selected;
• disconnect the same number or account from another integration service.
• Check to see if ChatRex Lite has been revoked.

If the channel previously worked, but received the status of disabled, open its settings and reconnect.