Working with chat rooms in amoCRM

After connecting ChatRex Lite messengers, chats become available directly in the amoCRM interface. There are two ways to work with chats: through the list of shared chats and through a specific transaction.

ChatRex shared chats

The left amoCRM menu displays the ChatRex button.

Clicking on it opens a list of all chats connected via ChatRex Lite.

This shows:

• all active dialogues with customers;
• chats from WhatsApp, Telegram, MAX and Avito;
• correspondence regardless of transactions.

This regime is used when:

• You need to quickly find a chat for the client;
• correspondence is not yet linked to the transaction;
• The manager works with several dialogues.

Chats

The transaction card on the right displays the ChatRex block.

This block is associated only with contacts added to the transaction.

How to open a chat from a deal

1. Open the right deal.
2. Find the ChatRex block on the right.
3. Press Open chat.

Chat will open only with those contacts that are added to this transaction.

What's the difference between chat rooms

ChatRex button on the left:

• shows all chats of the account;
• is independent of transactions;
• It is suitable for general control of correspondence.

The ChatRex button in the transaction:

• opens a chat tied to a specific transaction;
• takes into account contacts within the transaction;
• It is used to work with a specific client.

Incoming and outgoing communications

• All incoming messages from customers are automatically displayed in chat rooms.
• Managers' responses are sent directly from amoCRM.
• All correspondence is stored in history and is available to other managers with access to the transaction.
• If the creation of transactions is configured for the channel, a new appeal appears at the selected stage with a given name.

Team work

• Several managers can work in one chat room.
• History Correspondence is not lost when the person responsible changes.
• The manager sees all communication with the client.

ChatRex Lite allows you to communicate centrally and not lose customers due to scattered dialogues.