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    How to connect ChatApp

    Connect ChatApp to KommoCRM in just two steps to start communicating with clients.

    Step 1. Install ChatApp in KommoCRM

    Only a KommoCRM account administrator can install ChatApp.
    If the domain or administrator changes, ChatApp must be reinstalled.

    1. In your KommoCRM account, open the “amoMarket” section in the left menu.

    2. In the search bar, type “ChatApp”, select the app → “Install for free”.

    3. Confirm your agreement by checking the box → then click “Install”.

    4. Review the Offer Agreement, check the box → click “Connect ChatApp”.
      • if you are already logged into your ChatApp account — the connection will be completed automatically;
      • if not — log in using your password or request a login code.

    To find out which ChatApp account is connected:
    go to amoMarket → “Installed” → click on “ChatApp” → Cabinet #… will be displayed — this is your ChatApp account ID.

    Step 2. Configure communication channels

    In your KommoCRM account, go to the left menu → “Settings” → “ChatApp settings”.

    1. In the “Channel settings” section, enable the channels from which messages should be received in KommoCRM. If a channel is disabled — messages from this channel will not be received.

    2. In the “Source settings” section, enable the lines from which messages will be received in KommoCRM.

    Line ID of your ChatApp account line.
    Source ID If the field is empty — contact ChatApp support.
    Status Turn on the toggle so messages from the line are received in KommoCRM.
    Primary channel If set to “Not selected” — deals will be created from all channels in the line.
    Select a channel if deals should be created from a specific channel only.
    Pipeline Select which pipeline deals from this line should go to.
    If set to “Disabled” — messages will not be received in KommoCRM.
    Deal status Select the pipeline stage where deals will be created.
    By default, they go to the “Unsorted” stage.
    Responsible The user assigned to the deals.
    Not applied at the “Unsorted” stage.

    ✅ After making changes, click “Save” in the top right corner.

    After configuring communication channels — all incoming messages will be received in KommoCRM.
    How to work with chats in KommoCRM — see the article.

    Additional ChatApp settings in KommoCRM — roles, permissions, CRM Plugin setup, etc.

    Show messages in chats sent from

    Enable the toggles for the systems from which sent messages should appear in your KommoCRM account.

    In KommoCRM, messages sent from the following will be displayed:

    • ChatApp Dialog — from Scenario Dialogs.

    • ChatApp mobile app — from the ChatApp mobile application.

    • Native messenger app — from the messenger application.

    • Personal account — messages from campaigns launched in the ChatApp account.

    • Bitrix24 — if two CRMs are connected at the same time.

    • YCLIENTS / Altegio — if connected simultaneously.

    • External application (via API) — from an app working through the ChatApp API.

    • Bot — messages sent by a bot configured in ChatApp.

    Chat settings

    Disable comments — allows enabling or disabling the transfer of comments from VK and Instagram posts to KommoCRM.

    Enable personal messages — enables or disables receiving messages from personal chats in KommoCRM.

    • if enabled — messages from personal chats are received in KommoCRM;

    • if disabled — messages from personal chats are not received in KommoCRM.

    This feature is useful if you only work with group chats and do not want to receive personal messages.

    Enable group messages — enables or disables receiving messages from group chats in KommoCRM.

    • if enabled — messages from group chats are received in KommoCRM;

    • if disabled — messages from group chats are not received in KommoCRM.

    Show web chat icon — displays the ChatApp icon in the left menu of KommoCRM.
    The icon opens Scenario Dialogs for quick access to conversations.
    If disabled — the icon is hidden.

    Display employee name above message — shows the employee name to the client.

    Allow saving additional fields in contact — enable this to store additional client data in KommoCRM contacts.
    If the client’s number is hidden in Telegram, the system will save:

    • client username in the field CA username telegram;

    • Chat ID in the field CA telegram / WhatsApp, etc. (depending on the messenger).

    The saved Chat ID can be used later to send messages via Salesbot.

    Duplicate chat control — prevents duplicate chats from being created in KommoCRM.

    Disable contact name update — controls whether the contact name is updated in KommoCRM.

    • if enabled — the contact name will automatically update to the name set by the client in the messenger;

    • if disabled — the contact name remains unchanged in the CRM.

    ChatApp Dialogs access control

    ChatApp Dialogs access control defines how employees log into Scenario Dialogs — the multi-channel chat interface from ChatApp.

    • do not request password — Scenario Dialogs opens without authorization, доступ есть у всех пользователей KommoCRM.
    • automatic authorization for each user — each employee works in Scenario Dialogs under their own ChatApp account.
    To do this:
    — invite employees to the ChatApp account;
    — sync ChatApp employees with KommoCRM users.
    • always request password — a ChatApp account password is required to open Scenario Dialogs.

    Channel access control

    Channel access control defines how employees get access to channels.

    • Disabled — all employees have access without restrictions.
    • ChatApp account settings — access is based on permissions set in ChatApp.
    • KommoCRM role settings — access is based on role permissions in KommoCRM.
    • KommoCRM user settings — access is based on individual user permissions in KommoCRM.

    Blacklist

    A client can be added to the blacklist by phone number, username, or dialog ID (Chat ID in Scenario Dialogs). Enter the client data in the required field and click “Save”.

    Messages from a blocked client will not be received in KommoCRM, but will still appear in Scenario Dialogs.
    We recommend blocking the client in Scenario Dialogs — then messages will not reach ChatApp or KommoCRM.

    ⚠️ Important: blocking in Scenario Dialogs or KommoCRM does not block the client in the messenger itself.

    Responsible user synchronization

    The “Responsible user synchronization” feature assigns the same manager in KommoCRM and in the chat with the client in Scenario Dialogs.

    This ensures that:
    — the manager handling the client in CRM also manages the communication;
    — when the responsible manager changes, the chat is reassigned automatically;
    — no need to manually update responsible users in CRM and chats;
    — it is easy to track who is responsible for the client and communication.

    Synchronization can be set from Scenario Dialogs to KommoCRM or from KommoCRM to Scenario Dialogs — depending on where responsible users are assigned.

    How to configure responsible user synchronization

    Step 1. In your ChatApp account, go to “Integrations” → select your organization project → in the “Portal type” field choose KommoCRM → in the “Portal link” field select your KommoCRM account URL.
    If the KommoCRM account is not listed — check if this ChatApp account is connected to KommoCRM.

    Step 2. If employees are not added to ChatApp, invite them according to the instructions.

    Step 3. In ChatApp, go to “Employees” → select an employee → in the “CRM user” field choose the corresponding KommoCRM user.
    This links ChatApp employees with KommoCRM users.

    Step 4. In KommoCRM, go to “Settings” → “ChatApp settings” → open “Responsible user synchronization” → select the synchronization direction:
    — if chats are assigned in Scenario Dialogs, choose “Sync from Scenario Dialogs to KommoCRM”;
    — if responsible users are assigned in KommoCRM, choose “Sync from KommoCRM to Scenario Dialogs”.

    CRM Plugin setup – WhatsApp

    CRM Plugin is a standard KommoCRM widget.

    In “CRM Plugin – WhatsApp” settings, only WhatsApp can be connected.
    If you need to add other messengers, use the ChatApp widget.

    Step 1. In “CRM Plugin – WhatsApp” settings, click “Add element”.
    Step 2. In the “Source” field, select the line where WhatsApp is connected.
    Step 3. In the “Name” field, enter any name (e.g., WhatsApp).
    Step 4. In the “Identifier” field, enter any number (e.g., 111) — this is a technical value not visible to clients.
    Step 5. In the “Phone number” field, enter the WhatsApp number and click “Save”.

    Then in KommoCRM go to the pipeline → click “Setup” in the top right → on the left click “Add” → select CRM Plugin → choose the WhatsApp icon and save changes. In the “Install” section, copy one of the provided scripts and add it to your website.