Perfectum

Connecting Telegram number to Perfectum

To configure the integration, you need to go to the following section: "Settings - Configuration - Applications - Viber number"


The General tab and its capabilities:

  1. Viber key - field to insert the key.
  2. Viber number - a field to insert a number.
  3. Employees field - allows you to select employees who need to be granted access to Numbered Viber.
  4. The "Synchronize" button - click after completing steps 1-3.
  5. Field for displaying the number of records on the page (10,25,50...).
  6. The "Export" button - to export the Viber numbering table.
  7. The "Search" column is used to search for synchronized Viber numbers by keywords.
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The Configuration tab and its capabilities:

  1. Automatic creation of a lead by request - yes/no. (each new chat will create a lead in the system).
  2. Automatic assignment of chats to a personal client manager - yes/no. (if you select "yes" and a client who has the same phone number or email as the client in the system writes to the chat, then a personal client manager will be assigned to this chat).
  3. Mandatory phone number - yes/no. (Before the client can write a request, the system will automatically ask for his phone number and indicate it in the chat).
  4. Mandatory email - yes/no. (before the customer can write a request, the system will automatically ask for their email address and indicate it in the chat).
  5. Automatic chat distribution - allows you to distribute chats between employees by parameters:
    Active - the distribution goes to employees who are currently in the system (online). If there are no employees online at the moment, then the distribution is evenly distributed.
    Uniform - the distribution goes to each employee evenly. (For example, 2 employees are online now and customers have written 10 chats, then 5 chats will be assigned to each employee).
  6. Lead source when creating - select from the list.
  7. Source of the order when creating - select from the list.
  8. Chatbot phone number - enter the phone number required to generate a link in the Consultant.
  9. Use Google Analytics - yes/no
  10. Data stream ID - when using Google Analytics, enter the data stream ID in this field.
  11. Start of working hours - select the start time.
  12. End of working hours - select a time from the list.
  13. Working days - select from the list.
  14. Automatic notification when waiting - yes/no.
  15. Unanswered time (minutes) - specify the time without a response after which an automatic message will be sent to the client.
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The Message templates tab and its features:

In this tab, you can customize the text of automatic messages in different languages to suit your needs.

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