Join the helpline chat
The robot adds an operator to a client chat in Open Lines. By default, a chat with a client is visible only to the operator assigned as the responsible for the conversation. To add an additional operator to the chat, use the robot “Join Open Line chat”.
How to add the ChatApp robot:
Step 1. Go to the “Robots” section in the required CRM funnel.
Step 2. On the stage where the robot should trigger, click “+”.
Step 3. In the left-hand list, scroll down and open the “Other robots” section.
Step 4. Select the robot [ChatApp for WhatsApp, Telegram, Viber] — “Join Open Line chat”.
• Independently of other robots — starts immediately (default).
• After the previous robot — starts only after previously configured robots on this stage have completed.
When — the robot trigger moment:
• Immediately — when the card moves to the stage (default).
• After time — delayed start (set interval).
Conditionally — additional conditions for robot execution (if needed).
If the condition is met — the robot will run. If not — the robot will not run.
• for lead — {{Messenger (text)}}
• for deal — {{Contact: Messenger (text)}}
The “Messenger” field contains chat data (chat identifier) used by the system to determine which specific chat with the client should receive the additional operator. The “Messenger” field is filled automatically when a chat is created in Open Lines.
In the “Channel” field select the communication channel from the line specified in the “Line ID” field.
