Perfectum

Connecting Telegram number to Perfectum
ES
Written by E-chat Support
Updated 12 hours ago

To configure the integration you need to go to the following section: “Settings - Configuration - Applications - Telegram Number”

The “General” tab and its options:

  1. Telegram key - field to insert a key.
  2. Telegram Number - field to insert a number.
  3. Employees field - allows you to select employees who should be given access to the Telegram Number.
  4. Synchronize button - click after completing steps 1-3.
  5. Field to display the number of records on the page (10,25,50...).
  6. The “Export” button - to export the table of number Telegram.
  7. Search” box - to search for synchronized Telegram numbers by keywords.

 

 The “Configuration” tab and its features:

  1. Automatic creation of a lead on request - yes/no (each new chat will create a lead in the system).
  2. Automatic assignment of chats to a client's personal manager - yes/no (if you choose “yes” and a client who has the same phone number or mail with the client in the system writes to the chat, then the client's personal manager will be assigned to this chat).
  3. Mandatory phone number - yes/no (before the client can write a request, the system will automatically request his phone number and specify it in the chat).
  4. Mandatory mail - yes/no (before a client can write a request, the system will automatically request his mail address and specify it in the chat).
  5. Automatic distribution of chats - allows you to distribute chats among employees by parameters:
    Active - distribution goes to employees who are currently in the system (online). If there are no employees online at this moment - then the even distribution is enabled.
    Equal - distribution goes to each employee evenly. (for example, there are 2 employees online in the system now and clients have written 10 chats, then 5 chats will be assigned to each employee).
  6. Lead source at creation - select from the list.
  7. Order source at creation - select from the list.
  8. Chatbot phone number - enter the phone number required to generate a lead in the Consultant.
  9. Use Google Analytics - yes/no
  10. Data Flow ID - If using Google Analytics, insert the data flow ID in this field.
  11. Start working time - select the start time - select the start time.
  12. End of business hours - select a time from the list.
  13. Working days - check the box in the list.
  14. Automatic notification when waiting - yes/no.
  15. Unanswered time (minutes) - specify the unanswered time after which an automatic notification will be sent to the client.

The “Message templates” tab and its features:

In this tab you can customize the text of automatic messages in different languages to suit your needs.

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