Kommo

Before setting connect Kommo in Integrations.

Available action

• Change the status of the transaction - transfers the current transaction to the selected stage of the funnel.
• Change the trade field - records the value in the transaction field.
• Change the contact field - updates the associated contact data.
• Change the company field - updates the data of the related company.
• Set the task - creates a task in Kommo for the responsible employee.

For contact and company fields, you can select Responsible and assign a user. When configuring the channel in the What information to transfer to the bot are also available ID of the transaction and Reference to the transaction.

The standard Send to another bot action also works in the Kommo channel: select the receiving bot and it will continue the ongoing dialogue.

To write data from the chat, create a variable, such as phone, email or client_request, and then substitute it using @ into the field value.

Lists and multi-lists

In actions Change the field of the transaction, Change the field of contact and Change the field of the company for fields such as list or multilist can:

• select an existing option;
• enter your own value and confirm it;
• enter @ and select a variable whose value will be added as a new list element.

Before calling an action, make sure the variable is filled. Empty value should not create a new variant in CRM.

Recommendations

• To change the status, explicitly specify the transition condition in the prompt.
• Before recording your phone or email, ask the user to check the value.
• Do not clean existing fields with empty variables.
• After setting up, test the action on a test deal.