Connecting Telegram by Phone Number
The integration of a personal Telegram account through E-Chat allows you to receive and send messages directly in CleverBox:CRM without using separate applications.
1. Activating the Number in E-Chat
Follow the link:
https://e-chat.tech/profile/registration?ref=15ccc313-7a58-48dd-bf22-5b987b382d04
During registration, select the following option in the CRM selection window:
API - as the integration type.
After activating the number in your E-Chat account, an API Key will become available. You will need it to connect the channel to the CRM.
2. Creating a Channel in CleverBox:CRM
In CleverBox, go to:
Settings -> Channels
Click "Create Channel".
Select "Telegram - E-Chat".
Complete the following fields:
- Channel Name - enter any name, for example, "Salon Telegram".
- Phone Number - enter the number in international format, exactly as it appears in your E-Chat account.
- API Key - copy the key from your E-Chat account.
Click "Save".
3. Connecting the Webhook
After saving the channel, open it in CleverBox:CRM.
Copy the Webhook URL.
In your E-Chat account, open the phone number settings by clicking the gear icon.
Paste the Webhook into the "Webhook URL" field.
Click "Save".
Return to CleverBox:CRM.
Click "Activate Webhook".
If the setup has been completed correctly, the OK status will appear.
If an error occurs, check:
whether the phone number is correct;
whether the Webhook has been added to your E-Chat account.
4. Additional Settings
In the CleverBox:CRM channel settings, under "Additional Settings", you can:
- enable the automatic reply;
- configure notification sounds;
- specify which user roles will have access to the chats of this channel.
How the Telegram Channel Works
When a customer sends a message to the connected Telegram number:
- a chat is created automatically in CleverBox:CRM;
- the customer's phone number is displayed in the right-hand panel;
- if the customer already exists in the database, their customer profile will be linked automatically.
If the customer does not yet exist in the database, you can:
- link the chat to an existing customer;
- create a new customer directly from the chat.
Important
The "write first" feature is not available for this channel.
E-Chat works by emulating a personal Telegram account connection. Therefore, sending bulk messages may result in the phone number being blocked.
Reasons:
- the system cannot determine in advance whether the customer has an active Telegram account;
- sending messages to accounts that do not exist may be considered spam.
Channel Workflow
The customer first sends a message through Telegram.
CleverBox automatically creates a chat and a contact.
After that, the contact becomes available for further communication and reminders.
