Connecting channels

Channels connect ChatRex Lite to the messengers and platforms where customers contact your team. Messages appear in amoCRM deal and contact cards, and the conversation is stored in the customer's history.

Before you connect

Confirm that:

• the ChatRex Lite widget is 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.

Connect a channel

1. Open amoCRM → Settings → Integrations.
2. Find ChatRex Lite and open the widget settings.
3. Go to Channels.
4. Select Connect channel.
5. Choose the required messenger or platform.
6. Complete authorization by scanning the QR code or confirming access in the external service.
7. Wait for the status Connected.

Channel guides

• 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.

Configure newly created deals

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

• the stage where ChatRex Lite creates a new deal;
• the name of the new deal.

The deal name supports amoCRM fields. Enter @ and select the variable to insert when the deal is created.

Verify the connection

After the status Connected:

1. Send the test message to the connected channel.
2. Confirm that the conversation appears in amoCRM.
3. Reply from the deal or contact card.
4. Check the delivery of the answer in the messenger.

Connected channels can be used in chats, Digital Pipeline, Salesbot, and cascade messaging.

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• Check to see if ChatRex Lite has been revoked.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.