Rename Open Lines chat

The robot changes the name of a chat in Open Lines according to a predefined template.

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] — “Rename Open Line chat”.

“Sequentially”, “When”, “Conditionally”

Sequentially — the order of robot execution at the stage:
• 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.

“ChatApp Line ID”, “Channel”

In the “Line ID” field specify the ChatApp line ID.

In the “Channel” field — select the communication channel from the line specified in the “Line ID” field.

“Messenger” field

In the “Messenger” field use the variable:
• for lead — {{Messenger (text)}}
• for deal — {{Contact: Messenger (text)}}

The “Messenger” field contains chat data (chat identifier), which the system uses to determine which specific client chat should be renamed in Open Lines. The “Messenger” field is filled in automatically when a chat with the client is created in Open Lines.

“New chat name”

In the “New chat name” field, enter the text that will replace the current chat name in Open Lines.

Run as

By default, the user who installed the ChatApp application is used.