CleverBox

Connecting Telegram by Phone Number

The integration of a personal Telegram account through E-Chat allows you to receive and send messages directly in CleverBox:CRM without using separate applications.

1. Activating the Number in E-Chat

Follow the link:

https://e-chat.tech/profile/registration?ref=15ccc313-7a58-48dd-bf22-5b987b382d04

During registration, select the following option in the CRM selection window:

API - as the integration type.

After activating the number in your E-Chat account, an API Key will become available. You will need it to connect the channel to the CRM.

2. Creating a Channel in CleverBox:CRM

In CleverBox, go to:

Settings -> Channels

Click "Create Channel".

Select "Telegram - E-Chat".

Complete the following fields:

• Channel Name - enter any name, for example, "Salon Telegram".
• Phone Number - enter the number in international format, exactly as it appears in your E-Chat account.
• API Key - copy the key from your E-Chat account.

Click "Save".

3. Connecting the Webhook

After saving the channel, open it in CleverBox:CRM.

Copy the Webhook URL.

In your E-Chat account, open the phone number settings by clicking the gear icon.

Paste the Webhook into the "Webhook URL" field.

Click "Save".

Return to CleverBox:CRM.

Click "Activate Webhook".

If the setup has been completed correctly, the OK status will appear.
If an error occurs, check:
whether the phone number is correct;
whether the Webhook has been added to your E-Chat account.

4. Additional Settings

In the CleverBox:CRM channel settings, under "Additional Settings", you can:

• enable the automatic reply;
• configure notification sounds;
• specify which user roles will have access to the chats of this channel.

How the Telegram Channel Works

When a customer sends a message to the connected Telegram number:

• a chat is created automatically in CleverBox:CRM;
• the customer's phone number is displayed in the right-hand panel;
• if the customer already exists in the database, their customer profile will be linked automatically.

If the customer does not yet exist in the database, you can:

• link the chat to an existing customer;
• create a new customer directly from the chat.

Important

The "write first" feature is not available for this channel.

E-Chat works by emulating a personal Telegram account connection. Therefore, sending bulk messages may result in the phone number being blocked.

Reasons:

• the system cannot determine in advance whether the customer has an active Telegram account;
• sending messages to accounts that do not exist may be considered spam.

Channel Workflow

The customer first sends a message through Telegram.

CleverBox automatically creates a chat and a contact.

After that, the contact becomes available for further communication and reminders.