Connect to Moy Klass
Integration allows the bot to receive from the CRM "Moy Klass" up-to-date information about programs, groups, classes and employees, as well as find students, write them in groups and set tasks.
Before you connect
- CRM account Moy Klass
- API key with access to the necessary data;
- The right to read and change students, records and tasks.
Store the API key as a password. Do not add it to the prompt, knowledge base, messages or screenshots.
Connect
- Open Integrations in the left-hand ChatRex menu.
- Select Connect integration.
- Go to Data Sources.
- Find the Moy Klass card and select Connect.
- In the window that opens, go to the Connection installation tab.
- Insert the API key in the API key from Moy Klass field.
- Select Connect.
After successful connection, the status Connected will appear in the integration card.
Verify the connection
- Open Integrations.
- Find Moy Klass.
- Make sure the status column says Connect and the integration switch is on.
- Click Configure and check the status in the Connect tab.
If ChatRex tells you to reconnect, get a valid API key and reconnect the integration.
Disconnect
Open the Moy Klass integration settings and select Disconnect. After disconnection, the bot can no longer read or change Moy Klass data, and its integration actions become unavailable.
Next step
After connecting, add the bot the necessary operations. All available variants and the recommended sequence are described in the article ActionsMoy Klass.
Before starting, check the actions on the test student. Searching by phone should be done before creating a new card – this helps not to create duplicates.