Configure Open Channel

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After you have installed ChatsApp24 and configured your phone, check the Open Channel settings. Here’s how to do it:

  1. In Bitrix24, go to Contact Center, and then in the tile, click ChatsApp24.
  2. In the drop-down list, create a new Open Channel or select an existing one.
  3. Click Configure.
    Open Channel.png
  4. In the dialog box, configure the Open Channel settings in accordance with the needs of your company. For more information about how to configure Open Channel, see the Bitrix24 Help.

Example

Imagine that your company has the following requirements for messages that customer send via WhatsApp:

  • Support team is responsible for responding to all messages.
  • When a message is received, the first team member who gets vacant must reply to it.
  • Support team members must be able to leads based on written conversations with customers.

To meet the specified requirements, configure Open Channel. Open the Queue tab, and then do the following:

  • In the Agent queue field, add all members of the support team.
  • In the Distribute submissions among employees drop-down list, select To everybody. Messages will be distributed among the employees specified in the Agent queue field. When the first employee clicks the Reply button in the chat, he or she will respond to the customer.
  • Select the Verify client in CRM database checkbox, and then in the If client was not found in CRM drop-down list, select Create manually in the chat window. In the chat with a customer that has no CRM account, employees will see a link that allows to manually create a lead for the customer. The customer’s first name and surname, as well as the conversation with the customer, will be automatically copied to the lead card.
    OpenСhannelSettings.png

Recommendations

We recommend that you also pay attention to the following settings:

  • On the Worktime tab, specify the time zone, working hours, weekends, and holidays. Modify the response that a customer receives if he or she sends a message out of the working hours. That way you can keep your customers loyal since they it takes you so long to answer their messages.
  • On the Auto Actions tab, disable the message that is sent to a customer when he or she writes you for the first time. We recommend that you configure the automatic conversations using BotApp24.