How to write first from any WABA number in amoCRM (multiaccounting):
Last updated
Last updated
If you have several numbers (2 or more) connected in the official WhatsApp integration (WABA) and you use amoCRM, then inside the CPM system you can choose which number to write to the client from, as well as determine which number the client wrote to you.
🔴 ⚠️ There are 2 important points:
❗️ You can choose which number to write from first only when sending manually. In Salesbot, messages will be sent from the number that is selected as the main one by default in the RadistWeb personal account:
❗️ In order for the bot not to send a message to all chats in the transaction, in the bot settings you need to add the condition "messenger of the active chat", and select the number from which you want to send the message (the widget name and the name of the number from the personal account are displayed there. The message will leave only from the number specified in the condition.
How to do it (using the example of informal integration, but the process is the same)
To get started, you need to connect the numbers: Instructions on how to connect WhatsApp to RadistWeb: https://docs.radist.online/docs/v/english-2/our-products/radist-web/integrations/waba+amocrm/phone-numbers
After connecting the numbers in the RadistWeb personal account and linking them to amoCRM, the following features will be available:
you can start a chat from any number connected to the integration. Each number has its own chat start button. The buttons display the names of the number from RadistWeb
In the transaction, you can see from which company number the chat is conducted
The template selection button in the chat window is displayed only in WABA chats
When sending the template number, the number through which you open the chat is used (or you have chosen the right conversation with the right number with the client)
In the left part of the window there will be a selection of templates, the name of the template and the first line of text will be displayed. The right part of the window will preview the whole template. Please note that all templates will be loaded only if the number from which the message will be sent is selected.
Under the drop-down list with number there is a search window, you can search both by template name and by the text itself. During the search the list of templates is sorted, at the top there will be templates with a match with the search by template name, after - with a match by template text. The search is triggered automatically when you change the text in the search field.
Having selected the desired template, after clicking the "Open Template" button, a second window will open for filling in variables, uploading files and submitting the template:
After filling in all the fields to send the template to the client, you need to click "Send."
You can choose from which number to create chats in mass actions:
Instructions: how to create chats with clients in mass actions: https://docs.radist.online/docs/v/english-2/our-products/whatsapp-web/mass-chat-creation
In transactions, you can look at the sources: to which number the client wrote and the transaction was created
When numbers are connected, sources for each number are created in funnels for them
This will allow you to set up "Undelivered" for each number in your personal account of RadistWeb. And also connect each number to a separate funnel for a more flexible distribution of applications.
In the personal account of RadistWeb it will look like this: you can select the "Undelivered" status in any funnel
